Advanced Financial Management Pty LTD

Bernie Toohey Managing Director

Bernie Toohey is the Managing Director of Gold Financial and has 30 years experience in Financial Services. He is a fellow Chartered Financial Practitioner (FChPF) and a Certified Insurance Professional (CIP).

Bernie is a life member of the Association of Financial Advisers (AFA) and a past President for Victoria and Tasmania. He also served two terms as National Vice-President and various other roles including Education, Ethics and Compliance committee.

Prior to working for Gold Financial, Bernie had a long and distinguished career as a Financial Adviser, culminating with being the recipient of the 2003 AFA Financial Adviser of the year award.

In his role as Managing Director, Bernie works closely with the Management Team as well as the Board of Directors. His primary duties include managing the day to day operations of Gold Financial, its people and its resources. This includes ensuring that Gold Financial’s structure and processes meet the strategic and cultural needs of the organisation.

Bernie is also a Responsible Manager for Gold Financial and along with the other RM’s is responsible for ensuring that Gold Financial remains compliant and satisfies all legal and regulatory obligations.

Peter Kuzilni Compliance & Development Manager

Peter joined the Financial Services Industry in 2000 and quickly built a successful practice in Rockingham in Western Australia. He has a very sound knowledge of the Australian Financial Services Industry and before joining Gold Financial was a member of the National Investment Committee for one of Australia’s largest Australian Financial Services Licencees.

Peter has been the recipient of many Industry awards including being National Dux of the Diploma of Financial Advising (for the Securities Institute of Australia) in 2002. He received his Masters of Financial Planning Degree in 2006 and is also a fellow of the Financial Services Institute of Australasia.

Peter’s primary role with Gold Financial is as a Development and Compliance Manager for the Western Region (which includes all of Western Australia). He works closely with his team of advisers, assisting them with issues relating to practice development and compliance.

He is a Responsible Manager for the Gold Financial AFS Licence and plays an active role in a number of areas, including the development of compliant processes and specialist areas of investment (including direct securities). In addition to this he is a member of the Investment Committee and assists in the research and maintenance of the Gold Financial Approved Product List.

Ryan Barber Operations & Development Manager

Ryan Barber has over 18 years experience in Accounting and Corporate Secretarial Services as well as substantial experience in varying roles within the Financial Services Industry gained over the past 10 years.

Ryan is a fellow of the Association of Chartered Certified Accountants UK and an Associate of the Chartered Secretaries Australia. In addition to this, he holds an Advance Diploma of Financial Planning.

What do you think this job would pay?

2010-08-26 23:34:43 by -

Client Services Manager
The ideal candidate will have financial services experience, be a self starter, have a positive attitude and a strong willingness and desire to take ownership of an important set of firm responsibilities.
Job Summary:
The Client Services Manager will be the first point of contact for all clients when they call or visit the office. This position is responsible for determining how to best assist clients and ensuring that solutions are provided in a professional manner. The position entails a wide variety of responsibilities including client service and onboarding, office management, administration, marketing support and other special projects

In Defense...continued

2002-01-02 14:43:17 by justyouraveragecitizen

But a participatory economy enjoys advantages in managing this trade off compared to capitalism. Most importantly, direct recognition of 'social serviceability' is a more powerful incentive to innovation in a participatory economy, which reduces the magnitude of the trade off since more innovation will occur in a participatory economy than in capitalism for the same speed of adjustments. Secondly, a participatory economy is better suited to allocating resources efficiently to research and development because R&D is largely a public good which is predictably under supplied in market economies but would not be in a participatory economy. Third, the only effective mechanism for providing material incentives for innovating enterprises in capitalism is to slow their spread, at the expense of...

Globalization with Reason

2001-12-06 08:02:35 by fourtheweary

Governing Globalisation
An interview with George Monbiot, by Caspar Henderson of openDemocracy
George Monbiot, the leading environmental activist and writer, has been involved in many global campaigns of resistance to corporate and state power. But what positive social and political vision animates his work? Where does it contrast with that of globalisation’s advocates like Maria Cattaui, Peter Sutherland, and George Soros? And how does he see the future of the internationalist movement in the light of the ‘war on terrorism’? (v. long)
Caspar Henderson – openDemocracy has opened a debate on globalisation

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