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Showing 1 - 4 of 4 results for "Virginia Heyer"

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... team of nine, including three financial advisers who specialise in strategic advice. StrategyOne managing director Virginia Heyer said the clean licensee model and commitment to the future of financial advice at Count were the reasons for the firm choosing ...

Planning practices will sell on earnings not revenue after opt-in

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
... financial planning businesses as they shift from valuations on a revenue basis to an earnings basis," Hunt said. Virginia Heyer, managing director of StrategyOne, said banks wouldn't even lend on annual ongoing revenue in the future. "They'll lend on ...

DKN acquires 25pc in Godfrey Pembroke firm

ELISE BURGESS  |  FRIDAY, 10 JUN 2011
... expand and attract new advisers is key." StrategyOne is a merger of two financial planning businesses founded by Virginia Heyer and Venn O'Neill, previously of Godfrey Pembroke, Deutsche Bank and Bain & Company. "We want to add about another eight firms ...

Record intake for MLC adviser program

MICHAEL HOBBS  |  WEDNESDAY, 2 JUL 2008
... plans to assist them with their ultimate career objective of becoming a financial planner," said Ramsay. Indeed, Virginia Heyer, principal at Chatswood Financial Planning, said the program provided a accelerated learning opportunity for one of its up ...
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