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|Showing 1 - 9 of 9 results for "Paul Williams"|
|... term," Montgomery chief investment officer Roger Montgomery said. Polen head of international business development Paul Williams said: "By working with Montgomery and Polen Capital, investors should have a great deal of comfort that they are working ...|
|... take part in the London marathon to raise money for the Prostate Care Foundation. Paul Harrop, Adrian Emery and Paul Williams will be joined by a team of other senior executives from PwC, Suncorp and Puma to take part in the iconic marathon on April ...|
|... UK financial planners up until April last year and, from that number, had hired 13 planners to move to Australia. Paul Williams, national manager for AXA Financial Planning and Charter Financial Planning, said it had not sent any more representatives ...|
|... various options and enriched their financial wellbeing," said national manager AXA and Charter Financial Planning, Paul Williams. Williams said in evaluating the winners AXA was not necessarily looking for the smartest strategy an adviser may have devised ...|
|... to boost its adviser numbers with 40 new employees next year - and is hungry to add another 168 advisers by 2012. Paul Williams, national manager of AXA Financial Planning, said the firm had seen adviser numbers grow around 10 per cent, from 350 to 382 ...|
|... financial planning recruitment drive overseas, adding 13 planners from South Africa and the UK to the dealer group. Paul Williams, national manager for AXA Financial Planning and Charter Financial Planning, said the firm launched the overseas recruitment ...|
|... of 'inactive' clients are prepared to discuss their financial situation further with their adviser. According to Paul Williams, national manager Charter Financial Planning, the program allows advisers to do a full analysis of all their clients, using ...|
|... ensure that these relationships will work. AXA national manager Charter Financial Planning and AXA Financial Planning Paul Williams used the example of an accountant and how they can boost the adviser's client numbers. "Businesses often form partnerships ...|
|... industry. Other large companies have also recognised the problem, with AXA's managing director of financial planning, Paul Williams saying they already have two major programs in place. The Discovery Program, he said, focussed on assisting salaried industry ...|
AIA Australia's newly launched advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold.
Yesterday's Standing Committee hearings on financial advice suggested the corporate regulator and industry superannuation funds are the only ones benefiting from increasing costs.
The superannuation startup geared at self-employed workers is looking to raise $1.5 million, as it sets it sights on 60,000 members in five years.
The Australian Financial Complaints Authority (AFCA) has made changes to its procedures to weed out complaints where the consumer didn't really suffer any financial harm.
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