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Showing 1 - 9 of 9 results for "Paul Williams"

Montgomery launches two global strategies

KARREN VERGARA  |  THURSDAY, 4 MAR 2021
... 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 ...

Industry execs head to UK for charity marathon

RACHEL DAVIS  |  FRIDAY, 16 MAR 2012
... 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 ...

AXA overseas recruitment drive slows

MICHAEL HOBBS  |  WEDNESDAY, 24 FEB 2010
... 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 ...

AXA announces Value of Advice winners

RUTH LIEW  |  WEDNESDAY, 30 SEP 2009
... 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 ...

AXA maintains 2012 planner recruitment target

RUTH LIEW  |  TUESDAY, 18 AUG 2009
... 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 ...

AXA recruits 13 overseas planners

MICHAEL HOBBS  |  WEDNESDAY, 15 APR 2009
... 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 ...

Ready, set, activate: AXA

RUTH LIEW  |  WEDNESDAY, 4 MAR 2009
... 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 ...

AXA to ramp up planning revenues by $60m

RUTH LIEW  |  THURSDAY, 2 OCT 2008
... 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 ...

Success of planners a double-edged sword

CHRIS NICHOLLS  |  MONDAY, 25 JUN 2007
... 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 ...
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