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Showing 1 - 10 of 10 results for "Synchronised Business Services"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... period, Rainmaker modelling of ASIC's Financial Adviser Register shows. Morgans Financial (470), Synchronised Business Services (434), Charter Financial Planning (421) and Consultum Financial Planning (383) were included in the top 10 largest licensees. ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... super funds and superannuation advice. The top 10 licensees also comprise: Morgans Financial (487), Synchronised Business Services (472), Charter Financial Planning (427), Interprac Financial Planning (301), Merit Wealth (275), Lifespan Financial Planning ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... advisers, $250 million, 4.4% market share). Next up were five names with 2% to 2.6% market share: Synchronised Business Services (521 advisers), Morgans Financial (497), Charter Financial Planning (493) and GWM Adviser Services (440).

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... Financial Planning remains the largest licensee followed by SMSF Advisers Network, Charter, Morgans and Synchronised Business Services. AMP and its four licences is the largest advice licensee group but its margin over number two ranked IOOF is now less ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... mounting a class action, AMP Financial Planning only lost 37 advisers over the last three months. Synchronised Business Services was one of the few winners in recent adviser movements, while the vast majority of licences lost advisers Synchron's ...

ASIC bans life insurance adviser

ALEX BURKE  |  FRIDAY, 9 DEC 2016
... Queensland-based financial adviser for seven years. Mateen Mohammed, who was an authorised representative of Synchronised Business Services from 2010 to 2015, is alleged by the regulator to have not maintained nor understood the "duties and obligations ...

ASIC bans former Synchron adviser

STAFF WRITER  |  TUESDAY, 23 SEP 2014
... June 2012 to June 2013 and at the time of the misconduct Irwin was an authorised representative of Synchronised Business Services Pty Ltd (Synchron). ASIC said that Irwin failed to take into account clients' existing insurance arrangements when recommending ...

Queensland adviser permanently banned

MARK SMITH  |  FRIDAY, 16 AUG 2013
... 33 occasions. Lofts has worked for Sterling Financial Strategies, Lionsgate Financial Group and Synchronised Business Services. His ban was effective from 17 July 2013 and he has the right to lodge an application with the Administrative Appeals Tribunal ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
... www.mlcadvice.com.au MLC www.profinvest.com.au Professional Investment Services www.synchron.net.au Synchronised Business Services Best Website of the Year (Open) Winner www.unisuper.com.au UniSuper Finalists www.everydaysuper.com.au Suncorp Super www.ampcapital.com.au/actnow ...

ASIC takes action against Storm adviser

BEN COLLINS  |  THURSDAY, 22 NOV 2012
... inaccurate advice to clients in a new role, ASIC said. Webb is now an authorised representative of Synchronised Business Services Pty Ltd. He has to complete a professional development course within the next year, and submit to supervision requirements ...
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