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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 Griffiths , Phil Osborne , Financial Services Council , Corporations Act , Let 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 Cullen , Phil Osborne , Centrepoint Alliance , Investments Commission , Corporations Act , Australian Securities , Letter Of Advice , Statement Of Advice , Centrepoint Alliance ,

Synchron appoints compliance lead

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

Alison Massey , Don Trapnell , Phil Osborne , Hanna Abdullah , Advisers Network , Lifestyle Asset Management , Interprac Financial Planning , Certified 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 Massey , Don Trapnell , Phil Osborne , Hanna Abdullah , Advisers Network , Hillross Financial Services , Lifestyle Asset Management , Interprac Financial Planning , Hillross Financial , Certified Financial Planner , Phil Osborne , Lifestyle Asset Management , Msf Advisers Network , Interprac Financial Planning , Don Trapnell ,

Synchron announces new compliance general manager

The dealer group confirmed the appointment this week. ....

Alison Massey , Don Trapnell , Neil Griffiths , Phil Osborne , Advisers Network , Hillross Financial Services , Lifestyle Asset Management , Interprac Financial ,