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Search ResultsShowing 1 - 10 of 94 results for "Synchron"
Adviser guilty of misuse of client money
ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... NAB's GWM Adviser Services, where he worked for just over two years before beginning an almost four year stint at Synchron, which ended in April 2018. The charges carry various maximum penalties of between 10 to 14 years' imprisonment. Dick's ...
Major industry events cancelled amid pandemic
ELIZABETH MCARTHUR  |  FRIDAY, 13 MAR 2020
... rebook the even in the future. Last week, BNY Mellon called off its International Women's Day event. Dealer group Synchron postponed its conference which was scheduled to be in May in Ho Chi Minh, Vietnam. Originally, Synchron was considering postponing ...
Former AMP, Synchron adviser charged
HARRISON WORLEY  |  FRIDAY, 21 FEB 2020
A former AMP and Synchron financial adviser has been brought before the courts for allegedly using the retirement savings of clients to fund his own lifestyle. Townsville's Anthony Vivian Dick has been charged with 11 counts of dishonestly applying ...
Focus to acquire stake in MEDIQ
KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
... about 310 clients across Australia and a Melbourne-based team of 35, which includes two authorised representatives of Synchron. So far, Agarwal has been the sole owner. Following the Focus transaction, Focus will take an undisclosed stake. Alongside ...
Dealer group restructures leadership
ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... long-serving executive director hand over the reins. Don Trapnell will be stepping back from day-to-day involvement in Synchron. He has dedicated more than five decades to the life insurance and financial advice industries, and has led Synchron for more ...
Adviser moves show industry upheaval
ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... Bendigo advisers on its books in July, 33 have ceased. Just 20 elected to join Bridges, Morgans picked up three, and Synchron picked up two as did Financial Services Partners. One went to Australian Unity Personal Finance, one to Industry Fund Services ...
AMP advisers to fight BOLR changes
JAMIE WILLIAMSON  |  MONDAY, 12 AUG 2019
... AMP-imposed restraints of trade, work in the financial services industry for at least three years?" Commenting on the move, Synchron chair Michael Harrison described AMP's new strategy as a return to the dark ages. "And it's a state of affairs that ...
Managed accounts hit milestone
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... associated with non-institutionally owned licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... its announcement to exit personal advice and sell advisers to Viridian Advisory. Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger players, ClearView, IOOF, TAL and State Plus also gained ground. ...
The case for tax deductible advice
JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... positive outcomes for all audiences: consumers, advisers and licensees." XY Adviser co-founder Clayton Daniel confirmed Synchron as one of the supporting dealer groups. It's a sentiment also shared by Announcer Group managing director Andrew Rocks. ...
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