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Showing 1 - 10 of 13 results for "Netwealth Advice Group"

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
The netwealth Advice Group has released its enhanced Model Office financial planning software which is designed to simplify the ease of use of the Iress Xplan software and improve the client experience. Improvements to the software's look and ease of ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
Netwealth Advice Group has appointed a general manager for its employed adviser business, Bridgeport Financial Planning. Cameron Cogle joins netwealth from ClearView, where he was general manager. "Cameron's experience in leading salaried financial ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH  |  FRIDAY, 5 SEP 2014
... planners are expressing interest in moving away from the big vertically integrated dealer groups, according to netwealth Advice Group's head of advice Simon Micallef. "Since February the netwealth Advice Group has had increased activity in both appointing ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
... improving its Model Office program through its Pathway Licensee Services business. According to head of netwealth Advice Group Simon Micallef, all of the financial planning adviser tools have been overhauled to ensure scalable documents across fact finds ...

Licensees must be more open to social media: AFA

ALICE URIBE  |  TUESDAY, 19 AUG 2014
... said. "Soon social media is going to be a key thing when choosing licensee." Speaking on the same panel netwealth Advice Group head of advice Simon Micallef said that the company was ready to "evolve" and had planned to have an adviser committee on social ...

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
Netwealth Advice Group is making key changes to its leadership after Pathaway Licensee Services general manager left to pursue another opportunity. Kate Humphries has been the general manager of netwealth-owned Pathway Licensee Services for two and ...

netwealth Advice names head of operations

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
netwealth Advice Group has appointed a new head of operations in the shape of former licensee relationship manager at Premium Wealth Management, Roz Kaye. Kaye will oversee the operations of netwealth Advice Group and its three business lines, Pathway ...

Grandfathering pushes self-licensing

LAURA MILLAN  |  THURSDAY, 17 OCT 2013
... dealer group. "Lots of licensees have restrictions in place that might not suit an adviser's philosophy," netwealth Advice Group head of Advice Simon Micallef said. "As a consequence of that and because the difficulties around grandfathering, I think ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
... undergoing a major restructure that will pave the way for a "strong and sustained" growth over the next year, netwealth Advice Group head of Advice Simon Micallef said. The group currently has a total of 60 advisers across three companies: Financial ...

Netwealth nabs AMP exec

JAMES FERNYHOUGH  |  WEDNESDAY, 4 SEP 2013
... to the role of national advice manager of the Financial Planning Services Australia (FPSA), part of the netwealth Advice Group. In addition to his role at FPSA, Boston will hold an executive role at netwealth Advice Group. Since 2010 Boston has been ...
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