AdviserVoicepractice development Archives - AdviserVoice https://www.adviservoice.com.au/tag/practice-development/ Financial planner information & financial planner education/CPD - AdviserVoice Sun, 14 Jun 2026 21:30:32 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 AFS Group Announces Appointment of Jim Ivester, Regional Manager WA & SA https://www.adviservoice.com.au/2011/06/afs-group-announces-appointment-of-jim-ivester-regional-manager-wa-sa/ https://www.adviservoice.com.au/2011/06/afs-group-announces-appointment-of-jim-ivester-regional-manager-wa-sa/#respond Mon, 20 Jun 2011 00:34:27 +0000 https://adviservoice.com.au/?p=9595 Australian Financial Services Group Limited’s (AFS Group) Group CEO and Managing Director Peter Daly, has announced the appointment of Jim Ivester to the role of Regional Manager for Western Australia and South Australia.


 Commenting on the new appointment, Peter Daly said Jim Ivester has an outstanding financial services industry background and insight with an excellent record in the profitable and sustainable growth of financial advisory businesses through strategic planning and focused practice development.

 Prior to joining the AFS Group, Jim was the Business Partnership Manager forAMP Financial Planning in Perth and before that he had senior practice development roles for a number of dealerships including Godfrey Pembroke, Apogee and Garvan.

 “Jim Ivester’s extensive financial services experience in all aspects of practice development and improvement will ensure that AFS Group’s WA and SA based practices and advisers receive individualised tailored solutions and support to underpin their operational and business growth objectives,” said Peter Daly.

 “Most importantly, Jim’s appointment reflects the AFS Group’s commitment and determination to provide service and support at a local and accessible level.”

 Jim Ivester said he joined the AFS Group because of the dealer group’s great industry reputation and profile that is reflected in the company’s ‘Adviser Owned Adviser Driven’ slogan.

Pictured : Jim Ivester, Regional Manager for Western Australia andSouth Australia.

 

]]> Australian Financial Services Group Limited’s (AFS Group) Group CEO and Managing Director Peter Daly, has announced the appointment of Jim Ivester to the role of Regional Manager for Western Australia and South Australia.


 Commenting on the new appointment, Peter Daly said Jim Ivester has an outstanding financial services industry background and insight with an excellent record in the profitable and sustainable growth of financial advisory businesses through strategic planning and focused practice development.

 Prior to joining the AFS Group, Jim was the Business Partnership Manager forAMP Financial Planning in Perth and before that he had senior practice development roles for a number of dealerships including Godfrey Pembroke, Apogee and Garvan.

 “Jim Ivester’s extensive financial services experience in all aspects of practice development and improvement will ensure that AFS Group’s WA and SA based practices and advisers receive individualised tailored solutions and support to underpin their operational and business growth objectives,” said Peter Daly.

 “Most importantly, Jim’s appointment reflects the AFS Group’s commitment and determination to provide service and support at a local and accessible level.”

 Jim Ivester said he joined the AFS Group because of the dealer group’s great industry reputation and profile that is reflected in the company’s ‘Adviser Owned Adviser Driven’ slogan.

Pictured : Jim Ivester, Regional Manager for Western Australia andSouth Australia.

 

The post AFS Group Announces Appointment of Jim Ivester, Regional Manager WA & SA appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2011/06/afs-group-announces-appointment-of-jim-ivester-regional-manager-wa-sa/feed/ 0 Licensee Select and Financial Index sign agreement https://www.adviservoice.com.au/2011/05/licensee-select-and-financial-index-sign-agreement/ https://www.adviservoice.com.au/2011/05/licensee-select-and-financial-index-sign-agreement/#respond Fri, 20 May 2011 02:03:12 +0000 https://adviservoice.com.au/?p=8842 Licensee Select has signed an agreement to provide licensee solutions to Financial Index Australia Pty Ltd (FIA) – an Australia-wide financial planning firm with 10 offices and more than 35 advisers.

Established in 2000, Licensee Select is a leading provider of compliance, practice development, research and advice solutions for advisers looking to, or currently running, their own AFSL. Licensee Select currently provides flexible and tailored solutions to almost 100 licensees and 480 advisers.

David Hunt, National Manager Licensee Select, said the partnership is evidence of more AFSL holders seeing Licensee Select’s offering as a solution that meets the challenges of growing a stronger business.

“We’re pleased to provide a range of licensee services to FIA, which will complement the quality of licensee services they already provide. These services enhance FIA’s tailored solutions as well as helping FIA to grow its business,” Mr Hunt said.

“We’re uniquely positioned to provide AFSLs with the flexibility of a ‘user pays model’ and this tailored solution will enhance FIA’s unique client and business management systems.
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“We have specialist Key Account Managers in each state who are responsible for ensuring each of our AFSLs are kept up to date with the latest legislative, compliance and practice development programs.”
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Tony Roussos, Chief Operations Officer for FIA, said it was pleased to partner with Licensee Select as an added resource to FIA’s value proposition.
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“We are definitely impressed by Licensee Select’s institutional scale and flexibility and can clearly see where its business model will complement our unique in-house capabilities,” Mr Roussos said.
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“In particular, we will be utilising Licensee Select’s technical, compliance, and professional development capability. These services provide our advisers with added resources so they can spend more time on what they do best, which is servicing their clients.”
]]> Licensee Select has signed an agreement to provide licensee solutions to Financial Index Australia Pty Ltd (FIA) – an Australia-wide financial planning firm with 10 offices and more than 35 advisers.

Established in 2000, Licensee Select is a leading provider of compliance, practice development, research and advice solutions for advisers looking to, or currently running, their own AFSL. Licensee Select currently provides flexible and tailored solutions to almost 100 licensees and 480 advisers.

David Hunt, National Manager Licensee Select, said the partnership is evidence of more AFSL holders seeing Licensee Select’s offering as a solution that meets the challenges of growing a stronger business.

“We’re pleased to provide a range of licensee services to FIA, which will complement the quality of licensee services they already provide. These services enhance FIA’s tailored solutions as well as helping FIA to grow its business,” Mr Hunt said.

“We’re uniquely positioned to provide AFSLs with the flexibility of a ‘user pays model’ and this tailored solution will enhance FIA’s unique client and business management systems.
x
“We have specialist Key Account Managers in each state who are responsible for ensuring each of our AFSLs are kept up to date with the latest legislative, compliance and practice development programs.”
x
Tony Roussos, Chief Operations Officer for FIA, said it was pleased to partner with Licensee Select as an added resource to FIA’s value proposition.
x
“We are definitely impressed by Licensee Select’s institutional scale and flexibility and can clearly see where its business model will complement our unique in-house capabilities,” Mr Roussos said.
x
“In particular, we will be utilising Licensee Select’s technical, compliance, and professional development capability. These services provide our advisers with added resources so they can spend more time on what they do best, which is servicing their clients.”

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