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Showing 1 - 10 of 24 results for %22Glen James%22

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... Scully recently linked with Devine, Queenie Tan with 117,000 followers, and creator and host of My Millennial Money Glen James. Phil Muscatello, the host of Shares for Beginners, also sits under Life Sherpa's umbrella. "Expanding to collaborate with ...

FASEA exam tips from those who passed

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... during a chat with the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton, Kearsten James of Cooper Wealth Management and Paul Bradford, principal adviser at Mentor Financial Services Group who all recently passed ...

FASEA chief unaware of dwindling adviser numbers

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2019
... Financial Advising founder Paul Franklin who is now 72 years of age, and Association of Financial Advisers state director James Forde and Paramount Financial Solutions principal Wayne Leggett who are both 64 years of age. All have over 30 years' experience ...

FS Power50 highlights most influential advisers in 2019

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
... advisers. This year's list includes several advisers make their voices heard through successful podcasts - including Glen James, Victoria Devine and James Sutherland. It also includes some advisers with large, engaged social media followings. The 2019 ...

Advisers band together: AFA Conference 2019 kicks off

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... of Financial Advisers' National Conference, which kicks off in Adelaide today, conference chair and AFA director Glen James shared what attendees can expect ahead of the annual event. James said the key message is that advisers are not alone, especially ...

Sean Fenton back with Sage Capital

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
... the benchmark in the year to July end. Joining him at Sage are two Tribeca colleagues, Peter Moore on the quant side and James Delaney on the fundamental research side. The fourth investment team member is Kelli Meagher who worked alongside Fenton at ...

AFA remains steady ahead of FASEA reforms

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... The association is also welcoming two new state directors, for NSW and Queensland respectively. Fortify Financial's Glen James has been appointed NSW state director, while WB Financial's Patricia Garcia is the new state director for Queensland. AFA chief ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified champions of social media as a client retention ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... financial advice, placing advisers in the same stead as accountants, doctors and lawyers. AFA Adviser of the Year finalist Glen James from Fortify Financial says: "We need to get on with it and lift our game as a profession. There are no longer any excuses ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... excellence. Vying for the title this year will be Charlie Fraser of Shadforth Financial Group, Fortify Financial's Glen James and Julia Schortinghuis of Lighthouse Capital. Likewise, the AFA Practice of the Year Award is presented to a unique business ...
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