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Showing 1 - 10 of 50 results for "RetireInvest"

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years. Armed with a new AFSL, Retireinvest has rebranded to Templeton Advice Group. Templeton has three locations with the main office situated in Wangaratta ...

ASIC takes action against RI Advice

ELIZABETH MCARTHUR  |  FRIDAY, 21 AUG 2020
... hacked by ransomware which encrypted files and made them inaccessible. John Leslie Walker, a financial adviser at RetireInvest, was also named. RI Advice was informed in 2017 that its Circular Quay local network was hacked through a remote access port ...

YTML expands team, signs new client

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
... Prior to this she was general manager of distribution at Midwinter and also held roles with Decimal, AMP, AXA and RetireInvest. Thom has work with a range of stakeholders in the past including dealer groups, practices, advisers and accountants to deliver ...

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
... sales is Helen Thom. She was most recently Midwinter's general manager of distribution. Formerly of AMP, AXA and RetireInvest, Thom brings 19 years' experience to Ignition Wealth. In a statement Ignition chief executive Manish Prasad said the synergy ...

Consumer awareness of vertical integration plummets

LAURA MILLAN  |  TUESDAY, 5 AUG 2014
... number of consumers thinking that NAB advisers are independent fell from 21% last year to 12% this year. ANZ-owned RetireInvest was thought to be independent by 37% of the consumers, the same number than in 2013. As many as 48% thought that AMP-owned ...

Most planners are aligned, consumers think otherwise

LAURA MILLAN  |  FRIDAY, 2 AUG 2013
... planners' customers considered them to be independent compared to 13% for the ANZ and 15% for the NAB and 21%. ANZ-owned RetireInvest was thought to be independent by 37% of the people surveyed and 13% thought that ANZ planners were independent. "With ...

RI Advice insurance sales up 300pc

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
... Advice Group since late 2009 with adviser insurance training also surging. Back in 2009, RI Advice Group, formally RetireInvest, repositioned the business to provide comprehensive advice, allowing its advisers to select from new branding models, brand ...

CommInsure hires AMP manager to strengthen retail advice

MATT WOODINGTON  |  FRIDAY, 10 JUN 2011
... With over 20 years experience in the industry, Kennedy has held senior positions at NAB/MLC, ING Financial Planning/RetireInvest, and most recently AMP Financial Planning, where he was regional manager NSW, Southern and ACT. Sheldon had been occupying ...

ANZ appoints head of super

MATT WOODINGTON  |  FRIDAY, 1 APR 2011
... Aviva. Bowden leaves ANZ after more than 20 years working in positions across ANZ's various divisions, including RetireInvest, Mercantile Mutual, ING Australia and OnePath.

RI Advice Group targets WA practices

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
RI Advice Group (RI, formerly RetireInvest) plans to recruit five Western Australian financial planning groups to its network this year, starting with Perth-based group Wealth Designers. The financial planning network said it expects to bring on another ...
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