Search Results | Showing 1 - 10 of 11 results for "Telstra Super Financial Planning" |
| | | ... Interprac Financial Planning, down 28 to 257 during the period. Both Consultum Financial Planning and Telstra Super Financial Planning saw their adviser numbers decrease by 11, bringing their total numbers to 262 and 9, respectively. Meanwhile, compared ... |
| | | | ... members' specific investment and retirement income needs," added Ivan Jones, general manager of Telstra Super Financial Planning. "It changes the conversation we have with our members, so that we can focus on the members' income needs, which are clearly ... |
| | | | ... to the most appropriate person to handle the enquiry. For those who have used the services of Telstra Super Financial Planning, the call will be forwarded directly to the relevant financial planning office. In turn, members will no longer be able to ... |
| | | | ... Telstra Super, has upgraded its financial planning offering by introducing phone-based advice. Telstra Super Financial Planning, which had $4.9 billion in funds under advice and over 18,000 clients at the end of March last year, now allows members of ... |
| | | | ... Telstra Super's financial planning arm has signed on Coin Software to be its software provider. Telstra Super Financial Planning's general manager, Steve Grinter, said the business required continual development of its existing Statement of Advice document ... |
| | | | ... with the then-State Electricity Commission of Victoria. While at UniSuper, McCredden established Telstra Super Financial Planning, the corporate super fund's inhouse funds management, daily unit pricing and public offer status. He also oversaw the growth ... |
| | | | Telstra Super Financial Planning is continuing to grow with the appointment of Frank Ceravolo in the newly created position of national training manager, and two CFP qualified planners. Ceravolo has more than 15 years experience in the industry and ... |
| | | | Subsidiary of Telstra Super, Telstra Super Financial Planning, has elected a new general manager following the retirement of Pat Ryan after a four year tenure. Financial planner and former state manager for Victoria and Tasmania, Steve Grinter, will ... |
| | | | ... wills, estate planning, powers of attorney, total care and outsourced estate administration. Telstra Super Financial Planning general manager, Pat Ryan, said the move will expand the existing benefits of their 80,000 members. Telstra Super's general ... |
| | | | Wholesale wrap platform manufacturer Avanteos has announced it will be providing Telstra Super Financial Planning with a wrap service labelled InvestmentPlan, to provide members and their families with their own non-super investment service. Avanteos ... |
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