Search Results | Showing 1 - 10 of 39 results for "Personal Financial Services" |
| | ... corporate superannuation services business. Concurrently, Fortnum is set to purchase Australian Unity Personal Financial Services (PFS), the entity holding the advice AFSL. The private wealth company will continue to provide licensing and business support ... |
| | | ... challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela Martin and Profile Financial managing director Phillip Win, sharing difficulties faced ... |
| | | ... Standard Power50 for 2022 this week. Meanwhile, Martyn is director, principal and financial adviser at Personal Financial Services. Prior to that she spent time at KPMG as its director and held a senior adviser role at National Australia Bank. Khao is ... |
| | | Austbrokers Life and Australian Unity Personal Financial Services (AUPFS) are partnering to offer clients access to a broader set of capabilities focused on enhancing financial wellbeing. AUPFS will deliver strategic and other support to Austbrokers ... |
| | | A former authorised representative of Australian Unity Personal Financial Services was handed a five-year ban for telling clients MySuper options are more expensive and to opt out of the products. Christopher Chan will serve a five-year ban for writing ... |
| | | ... chief financial officer title in a number of departments including banking, wealth, New Zealand and personal financial services. He was also the chief executive Pacific and managing director mortgaged and general manager transformation, during his time ... |
| | | ... spends on compliance for every $100 of its revenue. Speaking at the FPA Congress, Angela Martyn of Personal Financial Services said $4.50 for every $100 of revenue is currently going towards compliance, including personal indemnity insurance, memberships ... |
| | | ... dealer group has added its third former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief commercial officer. ... |
| | | ... services to all Australians," Mead said. The new trustee business forms part of Australian Unity's Personal Financial Services group, which provides strategic financial advice, finance broking and risk broking. It is the first traditional trustee financial ... |
| | | ... and varied superannuation positions," he said. The move was earmarked in 2015, when Australian Unity Personal Financial Services acquired estate planning firm Flinders Australia, giving Australian Unity access to Flinders' estate planning, executor and ... |
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