Securitor News Updates

A powerhouse partnership emerges as Minchin Moore Private Wealth joins Securitor

InternetContent@btfinancialgroup.com (BT Digital) — Tue, 05 Jul 2011 12:00:00 +1000

Matt Englund, Head of Dealer Groups at BT Financial Group today announced that Minchin Moore Private Wealth has joined BTFG’s Securitor network.

Matthew Englund appointed head of dealer groups

InternetContent@btfinancialgroup.com (BT Digital) — Tue, 21 Sep 2010 12:00:00 +1000

Mark Spiers, BT Financial Group’s General Manager of Advice, today announced the appointment of Matthew Englund to Head of Dealer Groups, which incorporates Securitor and Magnitude, following the resignation of Neil Younger.

Securitor set to accelerate adviser numbers

InternetContent@btfinancialgroup.com (BT Digital) — Mon, 13 Sep 2010 11:00:00 +1000

Advisers looking to thrive in a changing environment are being targeted to transition their practice to Securitor and grow their business to a full Fee for Advice offer, no matter what their business model or their stage of progress on this inevitable path.

Securitor media release: Having real client conversations - Transitioning to Fee for Advice - Masterclass

InternetContent@btfinancialgroup.com (BT Digital) — Mon, 6 Sep 2010 11:00:00 +1000

The 'Future of Financial Advice' breakfast masterclasses, being held during September in Sydney, Melbourne and Brisbane, will focus on how to have real conversations with clients about their needs and the value of professional advice.

Triumphant Garry completes the Murray River Kayak

InternetContent@btfinancialgroup.com (BT Digital) — Mon, 21 Jun 2010 10:00:00 +1000

On Monday 19 April, Renmark based financial planner, Mr Garry Pinnington, commenced his 44 day, 2200km, kayaking journey along the length of the Murray River.

Securitor is proud to support Garry Pinnington as he Kayaks the Murray.

InternetContent@btfinancialgroup.com (BT Digital) — Tues, 06 Apr 2010 10:00:00 +1000

Garry Pinnington is kayaking the length of the Murray River to raise money and awareness for Men’s Health SA. Find out more about Garry’s journey or donate to his cause.

Business Health and Securitor launch Future Ready IV to highlight best practice

InternetContent@btfinancialgroup.com (BT Digital) — Thu, 7 Dec 2009 10:00:00 +1000

The latest insight into the 'business health' of the Australian advisory industry has been launched by Business Health and Securitor to help advisers stay on top of their game.

Local adviser wins National Financial Planner of the Year

InternetContent@btfinancialgroup.com (BT Digital) — Thu, 3 Dec 2009 10:00:00 +1000

Local financial planner Anne Graham was awarded the Money Management Financial Planner of the Year at the recent FPA National Conference - the first female to be awarded this accolade in the award's 21-year history.

Securitor convention 2009 annual awards

InternetContent@btfinancialgroup.com (BT Digital) — Fri, 17 Apr 2009 10:00:00 +1000

The Securitor financial planning group announced its 2009 awards at its Annual Convention in Darwin, NT. Neil Younger, Head of Securitor said "Winners of the annual Securitor Adviser Awards demonstrate the depth of excellence amongst our own planning community, and more generally the high standard of advice available to Australian investors."

Passport to profit - new program for Securitor advisers

InternetContent@btfinancialgroup.com (BT Digital) — Thu, 20 Nov 2008 10:00:00 +1000

Securitor today launched 'Passport to Profit' - its new program to help advisers provide the most appropriate advice to their clients and grow their businesses in the current market environment.

Securitor's paraplanning academy launched

InternetContent@btfinancialgroup.com (BT Digital) — Fri, 14 Nov 2008 10:00:00 +1000

Securitor today announced the official launch of the Securitor Paraplanning Academy. The Academy is a unique training and education initiative designed to promote the practical application of technical skills and the transfer of theoretical knowledge into the actual workplace for advisers' support staff - an important attribute we identify as lacking in current industry education offerings.

Securitor tackles national underinsurance and boosts adviser support

InternetContent@btfinancialgroup.com (BT Digital) — Wed, 20 Aug 2008 10:00:00 +1000

Securitor has identified advisers' education and training on insurance as one of the factors hindering efforts to successfully address Australia's chronic underinsurance problem. In response, and to increase advisers' knowledge of life insurance strategies and solutions, Securitor has announced an adviser education program supported by some of the country's leading insurance providers.

Tasmanian financial planner wins national award

InternetContent@btfinancialgroup.com (BT Digital) — Tue, 6 May 2008 10:00:00 +1000

The Securitor Financial Group New Planner of the Year Award has been won by Hobart based financial planner Tim Scott. This award recognises the best planner who has been licensed with Securitor for under three years.

New financial planner for North Sydney and Manly chartered accounting firm

InternetContent@btfinancialgroup.com (BT Digital) — Mon, 14 Apr 2008 10:00:00 +1000

Chartered Accounting firm Browne & Co, with offices in North Sydney and Manly, has established a financial planning arm called BEX and joined the Securitor financial planning group.

NSW North Coast Financial Adviser wins Securitor Rising Star Award

InternetContent@btfinancialgroup.com (BT Digital) — Wed, 2 Apr 2008 10:00:00 +1000

James Cruz from Evolution Financial Planning in Ballina is the Regional Winner of the Securitor "Rising Star Award". This award is given to six advisers nationally for outstanding dedication to the financial planning profession, business acumen and provision of quality financial advice.

"No Aussie dealer group market leading", Securitor

InternetContent@btfinancialgroup.com (BT Digital) — Wed, 03 Oct 2007 10:00:00 +1000

The Australian dealer group industry lacks a market leader, according to new research. A survey commissioned by St.George Bank-owned Securitor of 300 advisers industry-wide revealed that 25% of advisers when unprompted were unable to name a dealer group they would consider joining.

Asgard rates number 1 with AdviserNETgain

InternetContent@btfinancialgroup.com (BT Digital) — Tue, 12 Dec 2006 10:00:00 +1000

Asgard Wealth Solutions' newly launched practice and planning management technology AdviserNETgain has taken out the number one spot in the Investment Trends 2006 Platform Report's 'hybrid' category.