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Showing 1 - 5 of 5 results for "Paul Moran"

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... with iFactFind to help advisers minimise administrative tasks and eliminate manual data re-entry. iFactFind co-founder Paul Moran said the integration enables one-click instant modelling, based on the mini fact find. Once a comprehensive fact find has ...

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
... with financial advisers and AFSLs to deliver practice efficiencies. Taylor will report to iFactFind chief executive Paul Moran. "iFactFind is poised to continue growing, as more advice businesses move from static paper-based fact finds to dynamic digital ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... fact-find solution that aims to provide a more dynamic financial advice process has launched. Developed by co-founders Paul Moran and Sahil Matta, iFactFind provides advisers a comprehensive, interactive digital fact-find. For prospective clients, iFactFind ...

Advice firm chooses MDAs over platforms

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... Australian Securities Exchange (ASX). The self-licensed practice, which was established in 2012 through the merger of Paul Moran Financial Planning and Personal Wealth Advisers, is run by principal advisers Paul Moran and Cameron Howlett. "Over the years ...

AustralianSuper new player in advice industry

ELISE BURGESS  |  FRIDAY, 29 APR 2011
... participating in the trial include Godfrey Pembroke, Matrix Planning Solutions, Dixon Advisory, Woods and Partners, Paul Moran, Switzer Financial Planning. Tom Reddacliff, general manager of Godfrey Pembroke said that a similar fee position on super ...
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