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Showing 1 - 4 of 4 results for "Visis Private Wealth"

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Professional of the Year is Michael Carmody of Viva Wealth; James McFall of Yield Financial Planning; and VISIS Private Wealth's Chris Smith. Meanwhile, Eureka Whittaker Macnaught, VISIS Private Wealth and Wotherspoon Wealth are nominated for the FPA ...

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... Financial Planning Association (FPA) awarded its top accolade, the FPA CFP Professional of the Year Award, to a Visis Private Wealth adviser. Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high professional ...

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
... use it. "We are still watching it, I think it is not at a point where it has reached its critical mass," Visis Private Wealth adviser Stephen Godfrey said. He explained that the main reason he does not use mFund is because "there is not a big enough ...

Stephen Godfrey awarded FPA adviser of the year

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
Brisbane-based Visis Private Wealth adviser Stephen Godfrey won the Financial Planning Association (FPA) financial planner of the year award presented at the FPA Congress in Adelaide. FPA chief executive Mark Rantall highlighted Godfrey's "fact finding ...
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