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Showing 41 - 50 of 63 results for "Passed away"

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... Commonwealth Bank has admitted one of its advice subsidiaries charged ongoing service fees to clients it knew had passed away. Providing testimony to the Royal Commission today, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged ...

Remembering Kevin Cottrill

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... Kevin Cottrill was a director of the $2 billion fund for 22 years, having served as chair for the past 21 years. He passed away after a short period of illness on Sunday, 10 December. In addition to his role at AMIST Super, Cottrill was chief executive ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
... subsidiary, Wise Planners, purchasing a $284 million client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June and had previously discussed succession planning strategies with Wise Planners chief executive Gareth Hall. Hall ...

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE  |  THURSDAY, 2 NOV 2017
... Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June and had previously discussed succession planning strategies with Wise Planners chief executive Gareth Hall. Hall ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... become involved in clients' lives and they don't want to lose that connection with the client even when they have passed away. A small percentage of advisers retain the work once the client dies, Hacker added. "Often what happens is that the next generation ...

Remembering Gerry Porter

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
... Association of Financial Advisers' Genxt initiative. Former AFA board member and Queensland state director Gerry Porter, who passed away over the weekend, is being remembered as a lovable character that played a key role in reviving the industry association. ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... O'Connell, founder and chief investment officer of the Macquarie Group-owned robo-advice venture Owners Advisory, has passed away at the age of 53. O'Connell had a long and distinguished career at Macquarie, starting as a senior analyst in the 1990s ...

CBA defends 'incorrect' personal advice claims

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
... unrelated to his dispute regarding the bank teller. "Kataryna received his assessment outcome letter shortly before he passed away, which found that some of the personal advice he received from a financial planner was not appropriate," Gamertsfelder ...

Vale George Vassos: Omega Global Investors

DARREN SNYDER  |  MONDAY, 5 DEC 2016
... co-founder and managing director George Vassos has died following unforeseen medical complications. Vassos, aged 47, passed away last week and is survived by his wife Shannon and three young daughters. The directors and co-workers at Omega Global Investors ...

HESTA investment analyst collects ESG award

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
... was also chair of CareSuper for three separate two-year terms, while being deputy chair in the intervening years. He passed away in 2012. ACSI said O'Sullivan's long tenure as a director of the International Corporate Governance Network (ICGN), tireless ...