Search Results | Showing 1 - 10 of 16 results for "Simon Harris" |
| | | ... parties, reviewing current arrangements and identifying the right partners and clients. Suncorp Life head of dealerships Simon Harris said: "Finding new clients is key to sustaining and growing a thriving practice. Our goal is to train advisers to form ... |
| | | | ... certify adviser professionalism and commitment to sustainable quality advice. Suncorp Life's head of Dealerships Simon Harris said that recognising the provision of sustainable advice would ensure that the profession remained viable. "We need to turn ... |
| | | | ... adviser milestone and is benefiting from financial planners' "flight to security," the group's executive manager Simon Harris said. In the past months Guardian Advice has attracted independent advisers from small dealer groups, as well as planners working ... |
| | | | ... community are key when it comes the time to sell a financial planning business, Guardian Advice executive manager Simon Harris said. Speaking at an Association of Financial Advisers (AFA) roadshow in Sydney, Harris recommended advisers to have a succession ... |
| | | | ... successor to build their wealth and eventually take full ownership of an established practice." Guardian Advice head Simon Harris commented. Guardian is looking to support multi-adviser firms that already form part of its network, or those outside the ... |
| | | | ... possible, it will result in more revenue for our advisers and getting more Australians insured," Guardian Advice head Simon Harris said. Under the new program, the adviser will be able to log in to the Health Predictions website, enter clients details ... |
| | | | ... GenX and GenY advisers can't access the capital to take over these practices," Guardian Advice executive manager Simon Harris said yesterday in a media briefing. In addition to that, Guardian will announce its first equity partnership within eight weeks ... |
| | | | Guardian Advice has added BT Life to its existing group of preferred partners. Guardian Advice head Simon Harris said the move follows satisfaction with the BT Life distribution team. BT Life joins Asteron Life, AIA, OnePath and CommInsure on the Guardian ... |
| | | | ... certain future with a dealer group offering a compelling partnering model," said Guardian Advice executive manager Simon Harris. "We've attracted these new practices because of our common understanding and focus on risk as our core business, and also ... |
| | | | ... with the changes surrounding FoFA, many advisers have been uncertain about their future," said Guardian Advice head Simon Harris. "Guardian's solution gives advisers choice, and offers them a dedicated business partner with managerial skills and board-level ... |
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