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Showing 1 - 8 of 8 results for "Synchron for"

Acquisitions boost WT Financial Group results

KARREN VERGARA | TUESDAY, 13 AUG 2024

... 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 ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA | FRIDAY, 2 FEB 2024

... 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 ...

PPS Mutual hires from Synchron

ANNABELLE DICKSON | MONDAY, 9 NOV 2020

... 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 ...

Synchron compliance lead resigns

ELIZABETH MCARTHUR | WEDNESDAY, 12 AUG 2020

... 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 ...

Dealer group restructures leadership

ELIZABETH MCARTHUR | TUESDAY, 4 FEB 2020

... 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 ...

New state manager for Synchron

KERRIE SYDEE | WEDNESDAY, 13 JUL 2016

... 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 ...

State winners named in AFA excellence awards

ELISE BURGESS | MONDAY, 1 AUG 2011

... 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 ...

AFA selects Alexis for PI cover

... 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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Editor's Choice

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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