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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14 May 2020

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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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23 Mar 2020

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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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05 Feb 2020

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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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08 Nov 2019

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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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20 May 2019

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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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07 Feb 2019

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Synchron calls on life insurers to back the separation of risk and financial planning advice

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Synchron is urging life insurers to back its call for the separation of risk advice and financial planning advice. “Australians need access to both life insurance advisers and financial planning advisers, but in our experience, these are usually two separate people and two separate disciplines,” said Synchron Director, Don Trapnell. Mr Trapnell argued that if there

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04 Feb 2019

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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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28 Feb 2018

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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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16 Feb 2018

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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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08 Dec 2017

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