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financial services
AdviseOnly helps you to manage your savings with simplicity, autonomy and transparency. From financial education to the control platform for your portfolios, we provide all the necessary instruments for your investments. An informed saver is a better saver! What can you do with AdviseOnly? • Choose an investment idea of our financial strategies team: pick up a goal, customize your portfolio to match your needs and start saving on your own • Check your investments, it’s simple and immediate: get the max of our free financial tools or let our experts guide you through the process buying an AO Tutor annual subscription • Learn and understand finance on our blog: always up-to-date on the latest market and financial news; we explain things in a simple and easy way, no economics degree needed Who is AdviseOnly? AdviseOnly is a young and dynamic team, expert in financial and personal investments world. Our mission is to help big and small savers in their investments so that they never lose their decisional power. Our technology helps savers and everything becomes simple and immediate. Wait no more! Visit https://www.adviseonly.com/ and sign up, it's free!
financial services
While the original Adviser fp business was formed in January 1990 (previously known as Avenue Capital Management - Parramatta) the Adviser fp brand was launched in July 2012 by a group of like-minded Certified Financial Planners. Built on a core philosophy of respect, honesty, integrity and professionalism Adviser fp provides quality investment and financial planning advice to a broad range of clients. We are not so big as to be impersonal, and we are not so small as to limit the extent or quality of our services. While respecting all existing relationships, our advisers work closely with other professionals such as Accountants and Solicitors to access specialist accounting, taxation and legal advice as required. Adviser fp Pty Ltd is an Authorised Representative of FP Advice Pty Ltd ABN 30 637 518 533 | AFSL 520310 Adviser fp Pty Ltd is proud to be an approved FPA Professional Practice This information is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
financial services
Adviser Network offers financial advice services and technology to the Australian Superannuation Industry. Adviser Networks vision is every member matters and deserves access to information and advice to improve their life after work were doing this by: 1. Connecting Australians to information and insights to help them take more control of their life; 2. Connecting the advice and retirement experience of Australians through an innovative combination of technology and people; 3. Making digital advice as personal and compelling as a social network. Adviser Network recognises a growing need for easy access to information and insights to help build members confidence and competence by moving them towards advice on their terms. An omni-channel strategy is essential to meet the diverse needs and locations of members with the combination of digital, telephone and face-to-face solutions we can help superannuation funds to empower their members to take control of their life after work.
professional training & coaching
Adviser Playschool is the solution to your individual or organisation's learning and development needs. We have specially selected world-class subject matter experts and professional speakers and trainers to deliver engaging and insightful lessons as well as help you deliver an impactful event for your participants.
financial services
- Paraplanning and process improvement services. - Increasing financial awareness.
computer software
AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established 10 years ago, AdviserLogic now has a range of cloud-based and related services purpose-built to assist Financial Advisers to prosper. In 2015, the company launched the now very successful PayLogic solution helping Licensees simplify and de-risk their business-critical Revenue Management task and this year AdviserLogic won the 3 primary awards from the annual Investment Trends research. Importantly, it was the third year in a row that the company won in the ease of use category, the second year in a row for the value for money category, as well as the overall satisfaction award for the first time.
financial services
The mission of AdviserVoice is to provide free CPD, thought leadership and industry news to financial advisers. This includes industry-best education and training, white papers, best practice tips, panel discussions, blogs, latest product information and one-on-one discussion opportunities. We serve content from all areas of the financial services market, in an unedited and non editorialised manner so that you can best decide its impact on your business. We encourage practicing financial planners to write and share their insights with one another to increase best practice learnings across the entire profession. AdviserVoice is a platform for all professional financial planners to learn, share and engage with.
education management
✥ ACCREDITATION ADVISEMENT -- Performance and Quality Improvement (PQI) plan and committee design. Mock visits, site training and preparation for accreditation site visits. Development of and guidance for a cohesive Board of Directors. Our consultants will conduct a final review of your submission to the accrediting body. Pre-visit, Visit and Post Site Visit documentation preparation. Annual accreditation maintenance plans and Post-site-visit reports. ✥ CURRICULUM DESIGN -- Development and revamping of syllabi, curriculum maps, curriculum alignment to state & private standards, development of standards matrices. Our teams will work with the faculty & staff to create a cohesive and inclusive curriculum to instill ownership and accountability. Development of learning objectives per class or grade level and assessment methods. Standardization of curriculum across the program/school to address mission & philosophy ✥ STAFF, PARENT AND EDUCATION TRAINING -- Red Cross CPR and First Aid Certification - for Adult, Child and Infant. Additional training topics are customizable based on need, previous topics include: conflict resolution, facilitating meaningful meetings, discipline, improving parent-teacher communication, human development, childhood trauma, culture centered education, creating an inclusive environment for preschool - high school. ✥ HIGH SCHOOL TO COLLEGE PREPARATION -- assemblies, staff and faculty training, scholarship and financial aid application training, college/university application counseling, small group & individual advisement. ✥ SOCIAL EMOTIONAL DEVELOPMENT & CARE -- Divorce, Child Social Skills, Immigrant Families, Multicultural Families, Bullying, Attachment, Families with special needs, Families with gifted children, Cultural sensitivity, Assimilation, Autism. Please inquire about additional topics of care.
financial services
Réussir ensemble, c’est partager. Si vous désirez nous rejoindre, voici les valeurs que nous recherchons Partager une vision commune : Vous positionnez la satisfaction de vos clients au centre de vos préoccupations, que vous êtes soucieux de leur apporter un conseil sur-mesure et des solutions à forte valeur ajoutée, n'hésitez pas à nous contacter. Partager une ambition commune : Vous avez le souci de perfectionner vos compétences pour créer, développer et animer un portefeuille de clients dans les différentes facettes du métier Conseil Patrimonial, contactez-nous ! Partager les qualités communes à tous nos partenaires : Vous disposez d'un niveau d'études supérieures, assorti d'une expérience probante dans le conseil aux particuliers ou aux entreprises. Vous êtes à la fois réactif, disponible et entreprenant. Vous souhaitez vous inscrire durablement dans le développement d'une activité aussi exigeante que passionnante, contactez-nous !
professional training & coaching
Advisia Hub connects less experienced members with more experienced professionals for career guidance, advice, and support. Whether you're starting out on your own; ready to focus and grow your business, or voluntarily off-ramped to raise your kids or take care of a family member and are ready to on-ramp into a permanent role, we're there for you.
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