Search Results | Showing 1 - 10 of 58 results for "Trapnell" |
| | ... to its professional services division. Sequoia made several senior appointments as of late, the latest being Jonathan Trapnell, who assists the group manage education and licensee partnership programs. Trapnell was previously Synchron's head of adviser ... |
| | | ... back to 2007, when he began consulting on strategy and marketing for the licensee. In a tribute, Synchron founder Don Trapnell said: "With his help, we transformed Synchron into one of the largest non-institutionally owned licensees in the country and ... |
| | | ... non-aligned dealer groups with more than 600 advisers and $16 billion in funds under advice. Synchron co-founders Don Trapnell and John Prossor will assume new roles and receive a shareholding in WTL. Trapnell will become chair of Synchron under the ... |
| | | ... group executive, advice Paul Cullen; Fortnum Private Wealth group chief executive Neil Younger and Synchron director Don Trapnell. LifeBid has not launched its technology solution to financial advisers yet, but it is accepting registrations of interest. ... |
| | | ... of former South Australia and Northern Territory state manager Chris Regenass in January. The group's director Don Trapnell commented that Crother's experience in working with financial advisers and the fact that she is a Synchron NextGen graduate ... |
| | | ... vital role they play in helping ordinary Australians take control of their financial affairs," Synchron director Don Trapnell said. Osborne holds Masters' qualifications in both commerce (majoring in financial planning) and law (majoring in enterprise ... |
| | | ... Chris Regenass, following his sad passing last week. In a video message to the Synchron adviser network, director Don Trapnell shared that Regenass passed away as a result of heart surgery complications on Thursday, January 13. "We are a family at Synchron... ... |
| | | ... Duty, and the Letter of Advice to replace the Statement of Advice and Record of Advice by 2023. Synchron director Don Trapnell said these proposals make sense but called into question the trustworthiness of the FSC after the Life Insurance Framework ... |
| | | ... 2005 and was most recently a business development manager with Challenger Limited in Brisbane," Synchron director Don Trapnell said. "He brings with him an enormous amount of enthusiasm for the industry and a passion for adviser engagement." Prior to ... |
| | | ... policy, will mean the policy has to be rewritten, which under the new regime means a new contract," Synchron director Don Trapnell said. "If, for example, a policy lapses, will the insurer treat the 'new' contract as a replacement policy, or will they ... |
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