AdviserVoicetechnical support Archives - AdviserVoice https://www.adviservoice.com.au/tag/technical-support/ Financial planner information & financial planner education/CPD - AdviserVoice Thu, 04 Jun 2026 21:30:42 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 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.”

The post Licensee Select and Financial Index sign agreement appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2011/05/licensee-select-and-financial-index-sign-agreement/feed/ 0 Asgard – making a difference for advisers at tax time https://www.adviservoice.com.au/2010/07/asgard-making-a-difference-for-advisers-at-tax-time/ https://www.adviservoice.com.au/2010/07/asgard-making-a-difference-for-advisers-at-tax-time/#respond Fri, 02 Jul 2010 01:54:50 +0000 https://adviservoice.com.au/?p=3207  As financial advisers embark on a new financial year, Asgard has launched a new online process for managing clients’ personal tax deductions in super.

This makes Asgard one of the first platforms to make the entire process available online.

General Manager of BT Financial Group’s Platforms business, John Shuttleworth, said the business was committed to a significant program of enhancements for the Asgard platform which will be rolled out over the next three years.

“This new tax process will free up advisers to spend more time face-to-face with their clients, as opposed to being knee-deep in administration,” John said.

“This is evidence of why Asgard was recently ranked in the Wealth Insights 2010 Service Level Report as being leaders in the IT and web functionality area.”

The key benefits to advisers and investors:

  • Advisers will be able to complete the entire process for tax deductions in super online – making it a simpler, more efficient process for themselves, their staff and their clients.
  • A user friendly manual for advisers and support staff has been developed to help them use the new system.
  • Investors will only need to send Asgard a Personal Tax Deduction Notice form once per year (unless they’re starting a pension, requesting a full or partial transfer or lump sum withdrawal).
  • Investors will only need to provide Asgard with a single dollar amount for the total amount they plan to claim as a tax deduction, instead of having to break up the amount they intend to claim across multiple contributions.

John said the pilot of the system garnered positive feedback from advisers who agreed the process gave them greater control and flexibility over how they manage their client accounts.

“The key change is that advisers can now complete the entire process online and, while advisers can still choose the paper-based processing option, we think the majority will choose the faster more efficient online option.”

He added this was one part of a long term investment program for the Asgard platform.

“We’re excited about the next phase of the Asgard investment program that includes a three year equities program incorporating: a new custodial shares solution; ability to manage corporate actions online and model portfolio tools.

“In addition, we are introducing improved functionality to enable customers to transfer between Asgard’s Elements, Master Trust and eWRAP product ranges and updating our AdviserNET functionality as well as data downloads.”

]]>  As financial advisers embark on a new financial year, Asgard has launched a new online process for managing clients’ personal tax deductions in super.

This makes Asgard one of the first platforms to make the entire process available online.

General Manager of BT Financial Group’s Platforms business, John Shuttleworth, said the business was committed to a significant program of enhancements for the Asgard platform which will be rolled out over the next three years.

“This new tax process will free up advisers to spend more time face-to-face with their clients, as opposed to being knee-deep in administration,” John said.

“This is evidence of why Asgard was recently ranked in the Wealth Insights 2010 Service Level Report as being leaders in the IT and web functionality area.”

The key benefits to advisers and investors:

  • Advisers will be able to complete the entire process for tax deductions in super online – making it a simpler, more efficient process for themselves, their staff and their clients.
  • A user friendly manual for advisers and support staff has been developed to help them use the new system.
  • Investors will only need to send Asgard a Personal Tax Deduction Notice form once per year (unless they’re starting a pension, requesting a full or partial transfer or lump sum withdrawal).
  • Investors will only need to provide Asgard with a single dollar amount for the total amount they plan to claim as a tax deduction, instead of having to break up the amount they intend to claim across multiple contributions.

John said the pilot of the system garnered positive feedback from advisers who agreed the process gave them greater control and flexibility over how they manage their client accounts.

“The key change is that advisers can now complete the entire process online and, while advisers can still choose the paper-based processing option, we think the majority will choose the faster more efficient online option.”

He added this was one part of a long term investment program for the Asgard platform.

“We’re excited about the next phase of the Asgard investment program that includes a three year equities program incorporating: a new custodial shares solution; ability to manage corporate actions online and model portfolio tools.

“In addition, we are introducing improved functionality to enable customers to transfer between Asgard’s Elements, Master Trust and eWRAP product ranges and updating our AdviserNET functionality as well as data downloads.”

The post Asgard – making a difference for advisers at tax time appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2010/07/asgard-making-a-difference-for-advisers-at-tax-time/feed/ 0 BT life insurance bolsters technical capability https://www.adviservoice.com.au/2010/07/bt-life-insurance-bolsters-technical-capability/ https://www.adviservoice.com.au/2010/07/bt-life-insurance-bolsters-technical-capability/#respond Thu, 01 Jul 2010 01:44:20 +0000 https://adviservoice.com.au/?p=3198  BT Life Insurance has bolstered its technical support capability with the appointment of Jason Menzies as Technical Manager, Life Insurance.

In a newly created role, Jason will be responsible for developing and leading the delivery of first class technical support to the life insurance team and financial adviser networks.

Head of Life Insurance, Phil Hay, said Jason’s role is an integral part of the strategic growth of the insurance business and demonstrates BT’s commitment to strengthening its insurance capability.

“Jason’s team will provide legislative and technical expertise to the BT Life insurance business and its distribution channels as well as support the business’ product development process,” Phil said. “By developing the technical capabilities across our business, we can offer advisers leadership in time of change and help mobilise our teams quickly in response.

“Jason has more than 15 years experience in the financial planning industry and will also share his expertise with our distribution team to deliver first class technical support to our advisers.”

Jason joins the Insurance team from BT Financial Group’s Advice business where he was Head of Technical prior to the merger of St.George and Westpac and continued to manage the technical hotline for 12 months after the merger.

Before joining the Advice business he held a number of senior roles with Tribeca (now Kaplan) including Head of Technical Services, Head of Distribution and Head of Financial Planning and Stockbroking. Whilst at Tribeca he developed Ontrack, now used by more than 20,000 financial planners, stockbrokers and support staff to meet the professional development requirements of ASIC Regulatory Guide RG146.

Jason is the author of a number of ASIC RG146 compliant courses for the Diploma and Advanced Diploma of Financial Services (Financial Planning) including Tribeca’s Superannuation and Retirement Planning, Taxation Planning and Self Managed Superannuation Fund courses, as well as Pinnacle Financial Services Academy’s Superannuation and Retirement Planning course

]]>  BT Life Insurance has bolstered its technical support capability with the appointment of Jason Menzies as Technical Manager, Life Insurance.

In a newly created role, Jason will be responsible for developing and leading the delivery of first class technical support to the life insurance team and financial adviser networks.

Head of Life Insurance, Phil Hay, said Jason’s role is an integral part of the strategic growth of the insurance business and demonstrates BT’s commitment to strengthening its insurance capability.

“Jason’s team will provide legislative and technical expertise to the BT Life insurance business and its distribution channels as well as support the business’ product development process,” Phil said. “By developing the technical capabilities across our business, we can offer advisers leadership in time of change and help mobilise our teams quickly in response.

“Jason has more than 15 years experience in the financial planning industry and will also share his expertise with our distribution team to deliver first class technical support to our advisers.”

Jason joins the Insurance team from BT Financial Group’s Advice business where he was Head of Technical prior to the merger of St.George and Westpac and continued to manage the technical hotline for 12 months after the merger.

Before joining the Advice business he held a number of senior roles with Tribeca (now Kaplan) including Head of Technical Services, Head of Distribution and Head of Financial Planning and Stockbroking. Whilst at Tribeca he developed Ontrack, now used by more than 20,000 financial planners, stockbrokers and support staff to meet the professional development requirements of ASIC Regulatory Guide RG146.

Jason is the author of a number of ASIC RG146 compliant courses for the Diploma and Advanced Diploma of Financial Services (Financial Planning) including Tribeca’s Superannuation and Retirement Planning, Taxation Planning and Self Managed Superannuation Fund courses, as well as Pinnacle Financial Services Academy’s Superannuation and Retirement Planning course

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