Finding the state winners
In its sixth year, the Paraplanner of the Year Awards are again supported by Australian Unity, MoneyMa
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VIC/TAS winner: Samuel Clark
Describing himself as maths-orientated, Samuel Clark finds number crunching fun and rewarding, which is why he i
Too good to be true?
Almost since financial planning began in Australia, advisers have been creating new dealer groups in the belief
QLD winner: Chris Kelly
Chris Kelly is aiming to progress from his current role as a paraplanner to a financial planning job shortly, a
Perth winner: Brigitte Forbes
Paraplanning deserves recognition in its own right as a chosen profession rather than as a transition to becomin
On the hunt for quality
In the recent round table discussion Money Management held with a number of senior representatives from f
NSW winner: Tanya Crotty
As an important part of the financial services industry, Tanya Crotty believes paraplanning is a dynamic and cha
The other drought
It’s unremarkable in itself that Cairns practice Menico Tuck failed in its one and only attempt to headhunt a pl
SA winner: Georgia Mavriodis
One doesn’t often hear of financial services professions giving Financial Services Reform a ringing endorsement,
(July 6, 2006) Getting and then varying your licence
If you laid out every Financial Services Reform (FSR)-related Corporations Act and regulations amendment, Austra
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