Search Results | Showing 1 - 10 of 92 results for %22SMSF Advisers Network%22 |
| | ... Solutions joined Count. Count also acquired Solutions Centric, an Australian company that provides offshore accounting, tax, and SMSF services from India, and finalised its acquisition of Diverger. |
| | | ... an adviser at Merit Wealth under Diverger from October 2022 to June 2023. Before that Jaidka was with the SMSF Advisers Network, The SMSF Expert, and GPS Wealth. Over five years, Jaidka agreed not to carry on a financial services business, provide financial ... |
| | | AUSIEX teamed up with Saxo Australia to deliver an integrated international trading solution for financial advisers. The partnership will allow financial advisers to directly trade and own international equities and exchange-traded funds (ETFs) across ... |
| | | ... Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the top 10 non-aligned ... |
| | | ... 10 fastest growing AFSLs, with Count Financial topping the ranks on this front. The fastest contracting AFSL remains the SMSF Adviser Network, losing almost 400 advisers in 2022. |
| | | ... Financial at 15%. JBWere has the highest proportion of advisers with a Bachelor's degree at 88%, followed by the SMSF Advisers Network (75%) and Morgans Financial (70%). The median across all AFSLs was 57%. As for the AFSL with the most advisers who ... |
| | | ... Interprac as the initial national practice manager, before moving to the NTAA and helping establish the SMSF Advisers Network AFSL, sees him come to Sequoia with a good feel already for our business. "Knowing the quality of Phil's work and premium ... |
| | | ... became inactive. In the same 12-month period, only 546 new advisers were registered. In the last six months, SMSF Advisers Network lost the most advisers for any AFSL at 285. It's also lost the most advisers in the last 12 months, shedding 410. In ... |
| | | ... groups with the largest numbers are Charter Financial Planning (376), Consultum Financial Advisers (320), SMSF Advisers Network (283), Count Financial (278), Interprac Financial Planning (267), Alliance Wealth (264), and Capstone Financial Planning (262). ... |
| | | ... origins. Some focus more on overall adviser needs, some more on adviser insurance needs, some on accountant advisers, SMSF advisers or those who are stockbrokers," Rainmaker said. In terms of dealer groups, many FPA members came from AMP Financial Planning ... |
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