Search Results | Showing 41 - 50 of 63 results for "Passed away" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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