Over-prescriptive education could kill life insurance advice

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The Government’s approach to adviser education has the potential to kill life insurance advice, according to Synchron Director, Don Trapnell. “A mass retirement date for life insurance advisers is looming and that date is 31 December 2023,” Mr Trapnell said. “Recent indications are that up to 75 per cent of advisers plan to exit the

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Synchron appoints Matthew Wallis NSW State Manager

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Synchron has appointed Synchron adviser Matthew Wallis as its new NSW State Manager.  Mr Wallis will succeed Paul Del Grande who has resigned in order to focus on his financial advice practice, InSync Financial Services. Based in Sydney, Mr Wallis has been a Synchron financial adviser for the past five years and will be selling

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Synchron welcomes Dunsford Financial Planning

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Dunsford Financial Planning, headed up by Mark Dunsford, is the most recent advice business to become a Synchron Authorised Representative. Based in Victoria, the multi-million business was a part-owner of Now Financial Group, which held its own AFSL, but left the group in order to join Synchron. Dunsford Financial Planning was recently bought by private equity firm

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Synchron appoints new South Australia/Northern Territory state manager

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Synchron has appointed former Head of Financial Planning SA & NT – AMP Group, Chris Regenass, as its South Australia/Northern Territory State Manager. Mr Regenass succeeds Synchron’s former SA/NT State Manager, Sheridan Wright who has resigned in order to accept a senior management role with Perpetual. Based in Adelaide, Mr Regenass has a 22-year history of

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Vale Gerry Porter

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Synchron is mourning the loss of former Queensland State Manager and friend Gerry Porter, who passed away on Saturday 29 July 2017. Mr Porter was a Synchron adviser for 16 years and managed Synchron’s affairs in Queensland for almost ten years. Synchron Director, Don Trapnell, said that on Mr Porter’s retirement from the State Manager

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Synchron NextGen Conference at capacity

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Almost two months out from Synchron’s annual NextGen conference and the event for young advisers and sales executives is already at capacity. “We have a total of 64 places for NextGen advisers and industry BDMs and they have all been filled,” said Synchron Director, Don Trapnell. “We believe this is because NextGen is a one-of-a-kind conference in

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Referrals to Synchron Medical quadruple in 12 months

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Referrals to Synchron Medical, a service established to help Synchron advisers manage and monitor medical requirements for insurance clients, have more than quadrupled in a 12-month period. “In 2015, there were 550 referrals to Synchron Medical from Synchron advisers. In 2016 there were 2,270,” said Synchron director, Don Trapnell. “That is a phenomenal increase which

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Advisers rise to meet challenges despite the rising cost of being in business

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Financial advisers are demonstrating a commendable commitment to their profession in the face of considerable commercial pressure, according to Synchron Director, John Prossor. “It is a testament to the commitment of financial advisers that they continue to provide their incredibly valuable service to their clients despite constant financial challenges,” he said. Mr Prossor said that

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Synchron launches app for advisers

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Synchron’s drive to best leverage innovative technology has seen it launch its inaugural event app for advisers. The event app operates as an informational and functional tool which enables advisers to view and register for events, scan attendance details, rate content, communicate via social media and more. Plus, it automatically registers CPD points based on

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Synchron goes national

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Synchron has appointed Sheridan Wright as its South Australia/Northern Territory State Manager in a move which will make Synchron a truly national licensee. In making the announcement, Synchron Director Don Trapnell said the appointment means Synchron is now one of the very few licensees with manager representation in every state of Australia. “Our expansion clearly

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