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| | | ... manager. His prior experience includes working at BT Financial Group as a key account manager and practice specialist for accountants. Cassidy also worked at AMP in managerial roles for more than six years. MacDonald and Cassidy report to Janus Henderson ... |
| | | | ... a larger, more diversified business." He said the combined business will deliver added benefits to its network of accountants, financial advisers, and their clients. "Our members and their clients will have access to a range of new services offered by ... |
| | | | ... held by Brite on trust for others. Smith and Kirkman are very familiar with the case, having worked as investigative accountants and as receivers since October last year. The Court was directed to key findings outlined in a report Smith and Kirman lodged ... |
| | | | ... obtain interim asset preservation orders against Brite. The receivers were subsequently designated as investigative accountants by the court and submitted a report to it on December 8. The court's decision to appoint them as receivers was based on serious ... |
| | | | ... clients' demand for holistic advice that includes taxation. Over the next decade, Radar Results predicts that accountants will fully embrace financial advice by way of taking over or merging with advice practices. Conversely, many financial advisers ... |
| | | | ... the director at the centre of an ecosystem of highly specialised experts, the report said. This includes lawyers, accountants, finance brokers, philanthropy advisers, fund managers, psychologists, wellness experts, travel agents, and tax experts. While ... |
| | | | ... has merged with a Brisbane-based accounting and advisory firm. Prosperity has joined forces with Brisbane-based P+Y Accountants and Business Advisors. P+Y Accountants partners Brenden Yantsch and David Pennell and a team of 11 became part of Prosperity ... |
| | | | ... structures, and self-managed super funds. He was a Certified Financial Planner (CFP), a member of the Institute of Public Accountants, and Certified Practising Accountants (CPA), as well as a Chartered Tax Advisor (CTA). According to Mote, Bongiorno ... |
| | | | ... to death benefit payments for estate planning purposes." Williams added that NowInfinity is committed to supporting accountants, lawyers, and other financial professionals by providing the best quality documents and technology solutions, "that enable ... |
| | | | ... with half of respondents looking to increase the scale of their investments in the next year, according to Chartered Accountants Australia and New Zealand (CA ANZ) latest annual survey. The Investor Confidence Survey was completed in June by more than ... |
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