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Letters of advice? Let s drop the semantics : Synchron

A new Synchron head has slammed a proposed move from a statement of advice (SoA) to a letter of advice as “semantics”.

Neil griffithsPhil osborneFinancial services councilCorporations actLet s

The debate between Letters of Advice or Statements of Advice

The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is to present the document clearly, concisely, and effectively, says Synchron.

Paul cullenPhil osborneCentrepoint allianceInvestments commissionCorporations actAustralian securitiesLetter of adviceStatement of adviceCentrepoint alliance

Synchron appoints compliance lead

Financial advice dealer group Synchron has appointed a general manager, compliance.

Alison masseyDon trapnellPhil osborneHanna abdullahAdvisers networkLifestyle asset managementInterprac financial planningCertified financial planner

Synchron appoints compliance GM | Money Management

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

Alison masseyDon trapnellPhil osborneHanna abdullahAdvisers networkHillross financial servicesLifestyle asset managementInterprac financial planningHillross financialCertified financial plannerPhil osborneLifestyle asset managementMsf advisers networkInterprac financial planningDon trapnell

Synchron announces new compliance general manager

The dealer group confirmed the appointment this week.

Alison masseyDon trapnellNeil griffithsPhil osborneAdvisers networkHillross financial servicesLifestyle asset managementInterprac financial

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