Synchron appoints Sarah Congdon VIC State Manager

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Synchron has appointed Sarah Congdon as its new Victorian State Manager. Ms Congdon joins Synchron after 10 years as a Business Development Manager with MLC Life Insurance, where she worked on the Synchron account. She also worked for a period of time as an insurance adviser. Announcing the appointment of Ms Congdon, which was effective

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Best Interests Duty not always in consumer’s best interests

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Life insurance advice delivered in line with the Best Interests Duty is not always in the consumer’s best interests according to Synchron Director, Don Trapnell. Synchron is calling for the Best Interests Duty to be scrapped for life insurance advisers, in favour of a requirement to provide appropriate advice. Mr Trapnell said the Best Interests

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Synchron appoints Hanna Abdullah as Head of Compliance – Policy and Regulatory

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Synchron has appointed Hanna Abdullah as Head of Compliance – Policy and Regulatory. Ms Abdullah will work alongside Alison Massey, who was promoted to the role of Head of Compliance – Advice Assurance in February, 2020. Synchron Director, Don Trapnell said Ms Abdullah is a governance risk and compliance specialist with over 20 years’ financial

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Synchron publishes FASEA Code of Ethics ready reference book

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Synchron has published a ready reference book to help advisers understand and implement the FASEA Code of Ethics standards into their practices. Authored by Synchron Senior Compliance Officer, Stefanie Georgiades, the book – FASEA: Code of Ethics Policy and Procedures, outlines each of the 12 FASEA standards (the Standards), what each Standard requires of advisers, examples

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Life insurers respond to Synchron’s call

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Life insurers have responded to a call from Synchron to step up in the face of the coronavirus pandemic. Synchron Director Don Trapnell wrote to the CEOs of each life office last month, asking them to take a leadership position in relation to people facing financial hardship brought on by COVID-19. “I was very concerned that

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Synchron launches virtual catch ups for advisers during COVID-19 emergency

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Synchron has launched a weekly virtual catch up series to help its advisers adapt to a new way of conducting business during the Coronavirus emergency and to help them overcome feelings of isolation and stay connected. The meetings will be hosted via the Zoom virtual meetings platform every Tuesday from 10:00am Melbourne time, beginning 24

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New management team to lead Synchron

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Synchron has announced a major management reorganisation, establishing four new senior positions, including a General Manager (GM), Operations, responsible for the day-to-day running of the business and a General Manager (GM), Legal and Compliance. The two other senior positions represent an expansion of the compliance team and include a Head of Compliance – Policy and

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Synchron NextGen hosts New Zealand guests

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Synchron will play host to eight New Zealand financial services industry professionals at its annual NextGen bootcamp in Rotorua this week. The New Zealand guests will join 64 other delegates, which include young Synchron advisers and Australian business development professionals, along with other Australian industry professionals, in what is the first NextGen to be held

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Synchron takes NextGen to New Zealand

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Synchron has announced that its annual NextGen Bootcamp will be held in Rotorua, New Zealand in November. NextGen brings together Synchron advisers and business development professionals under the age of 40, to expand their practice management and marketing skills and to explore new ways of building and strengthening relationships with their clients and with each

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Synchron responds to Banking Royal Commission Final Report

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Synchron believes the Royal Commission Final Report will act as a catalyst to move the advice profession forward. “We have experienced many years of upheaval and reform but now have some certainty around how the advice profession can move on from the past and into a better future,” said Synchron Director, Don Trapnell. Mr Trapnell

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