Don Trapnell

Financial planning

Synchron chair, Michael Harrison, is to retire as the firm acquires WT Financial Group with the firm thanking him for his contribution to financial services....

Features

InFocus: Synchron acquisition brings benefit of scale to WT Financial

Following the acquisition of Synchron, WT Financial Group has said it is set to become Australia’s third-largest adviser group by adviser numbers, writes Oksana Patron....

Financial planning

Synchron snapped up by WT Financial Group

WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 million. ...

People & Products

Synchron appoints compliance GM

Synchron has appointed Phil Osborne as general manager, compliance, bringing 30 years of experience in financial services to the compliance team....

Financial planning

Advice sector should not fund CSLR: Synchron

The Government is making scapegoats out of the advice industry even though it is not responsible for product failures or the vast majority of financial complaints, accord...

Financial planning

Synchron questions motives of FSC whitepaper

The advice group supports many of recommendations of the white paper but has questioned the motives of the Financial Services Council and whether risk advisers should tru...

Financial planning

ASIC levy to push advisers to exit before end of financial year

The end of the financial year will see a greater loss in adviser numbers than usual from advisers wanting to avoid the next round of the ASIC levy....

Financial planning

Synchron launches incentive for vaccinated advisers

Synchron advisers and staff can receive a $100 Bunnings gift voucher if they get the COVID-19 vaccine. ...

Financial planning

Life insurers need to clarify responses to new regime: Synchron

Synchron has issued an urgent call for life insurers to clarify responses to the new Unfair Contract Terms regime. ...

Features

Where do we go from here?

There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...

Features

How everything has changed before the LIF is even reviewed

From the implementation of the FASEA regime through to the recommendations of the Royal Commission, Mike Taylor writes, a lot had changed before the Australian Securities...

Life/Risk

Scaled advice not in best interests for life/risk

Scaled advice may reduce the cost of advice, but in the case of life/risk insurance, it may not adequately cover the best interests duty for the client....

Life/Risk

Life/risk advisers are busy but less risk is being written

Just 18 months out from the Australian Securities and Investments Commission delivering its review of the Life Insurance Framework a serious contradiction has emerged – s...

Life/Risk

As ASIC begins its LIF review an adviser report tells its own story

As the Australian Securities and Investments Commission kicks off its review of the Life Insurance Framework a new report has defended the value of life/risk commissions....