Search Results | Showing 1 - 8 of 8 results for "Synchron for" |
| | | ... the same time, adviser supply has been reduced and barriers-to-entry remain high," he said. In 2022, WTL acquired Synchron for $8 million, creating one of the country's largest non-aligned dealer groups at the time with more than 600 advisers and ... |
| | | | ... financial adviser with Beta Advice since April 2022 and before that was a state manager and financial adviser at Synchron for four years. Intelligent Planning managing director Phil Osborne said: "We saw a widening gap in the financial planning landscape ... |
| | | | ... to strengthen its distribution in Victoria and Tasmania. Jason Milosevski has been the Victorian state manager at Synchron for the past five years, developing and relationships and sourcing prospective authorised representatives and advisers. Prior to ... |
| | | | ... contribution he made to Synchron during his time with us. He leaves with our very best wishes." Jones had been at Synchron for more than four years, joining from UBS where he spent six years as director, compliance. Earlier in his career, Jones worked ... |
| | | | ... Synchron. He has dedicated more than five decades to the life insurance and financial advice industries, and has led Synchron for more than 20 years. Unveiling Synchron's succession plan, four new senior positions have been established to lead the dealer ... |
| | | | ... years' experience in investments and insurance, having held roles with TAL and Aviva Australia. Porter has been with Synchron for 15 years and held the role of Queensland state manager since 2009. During his time as QLD state manager he was responsible ... |
| | | | ... for SA, Matthew Hawkins, financial planner, Financial Services Partners for Tasmania, Finn Kelly, practice owner, Synchron for Victoria and Brian Woods, director, Garvan for WA. "It's our belief that ongoing education enables our members to deliver better ... |
| | | | ... costly. Riegelhuth recalls going to a PI cover provider who charged them $260,000 for a policy that didn't cover Synchron for any claims under the FSR nor the Corporations Act. "The damning clause was buried deep in the policy. They're not exactly clear ... |
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