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 […]
continue readingSynchron 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
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
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
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
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
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
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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01
Nov
2017
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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31
Jul
2017
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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17
Jul
2017
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