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Showing 1 - 10 of 100+ results for "Synchron"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
Some 450 financial advisers left the industry in the last month of the financial year, taking the total population to 19,544, latest ASIC data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
The number of authorised financial advisers has officially dipped to 19,922, declining about 11% compared to this time last year. As at June 3, Rainmaker analysis of ASIC's Financial Adviser Register shows that there are currently 2144 active AFSLs. ...

Adviser faced with further dishonesty charges

ANNABELLE DICKSON  |  MONDAY, 3 MAY 2021
... offences under his business AR Wealth and Finance. Prior, Goel was licensed by two of Australia's largest licensees, Synchron (2016-2018) and AMP (2013-2016). ASIC was first alerted to the misconduct after AustralianSuper submitted a report in July ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... 2021. The SMSF Advisers Network is currently the largest advice licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. Over the course of 12 months, GWM Adviser Services welcomed the highest number of advisers of 173 but lost 164. ...

Synchron appoints Queensland manager

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
Dealer group Synchron has a new state manager for Queensland. Ben Donohue steps into the role, joining from Challenger where he was a business development manager. "Ben began working in financial services in 2005 and was most recently a business development ...

Synchron demands clarity from insurers

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
Financial advice dealer group Synchron is urging life insurers to clarify their responses to the new unfair contract terms regime. The new regime will come into effect from 5 April 2021, requiring many policies to be corrected. "Our understanding is ...

Northern Trust boosts whole office strategy

ANNABELLE DICKSON  |  TUESDAY, 9 FEB 2021
Northern Trust has partnered with a multi-asset class investment management platform to streamline its front-to-back office operations offering for asset managers. The alliance will integrate IHS Markit's thinkFolio with Northern Trust's middle office ...

PPS Mutual hires from BT

ANNABELLE DICKSON  |  MONDAY, 1 FEB 2021
... forward to explaining these benefits to my network of advisers." In November, the mutual insurance firm appointed former Synchron state manager Jason Milosevski as a senior business development manager for Victoria and Tasmania.

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... industry," Macdonald said. The data shows that of the 323 advisers that left AMP Financial Planning, 243 ceased all together. Synchron picked up the most AMP advisers of any licensee, with 21 joining in 2020. Macdonald said this was likely because there ...

PPS Mutual hires from Synchron

ANNABELLE DICKSON  |  MONDAY, 9 NOV 2020
Former Synchron state manager has joined mutual insurance firm PPS Mutual as a senior business development manager to strengthen its distribution in Victoria and Tasmania. Jason Milosevski has been the Victorian state manager at Synchron for the past ...
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