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Showing 51 - 60 of 278 results for "Julie"

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... and the TPB. Rather than duplicate them, the single government body should assume these functions. " Tax financial adviser Julie Berry recently departed the TPB, leaving the regulator without a financial advice representative on its board. Financial ...

CareSuper awards custody mandate

ALLY SELBY  |  WEDNESDAY, 19 AUG 2020
... super fund, including investment reporting, with a transition set for the first half of 2021. CareSuper chief executive Julie Lander said she was pleased to welcome J.P. Morgan as a partner to the fund. "As part of our tender process, we wanted a custodian ...

Boutique appoints chief operating officer

KANIKA SOOD  |  MONDAY, 27 JUL 2020
... Blue Orbit was set up in 2018 and is focused on quantitative small caps investing. Its institutional distribution is led by Julie Andrews, formerly the head of institutional at Vanguard Australia and IFM Investors director, listed equities - global investor ...

Court confirms Storm Financial founders breached duties

JAMIE WILLIAMSON  |  FRIDAY, 27 MAR 2020
... determination wraps up an appeal against the regulator's original decision by Storm Financial directors Emmanuel and Julie Cassimatis. In a two-to-one majority, the appeal was dismissed finding the duo breached their duties as directors of an AFSL. ...

Former Link Fund Solutions operations lead in new role

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
The former chief operating officer for Link Fund Solutions has a new role in client relationship management. Justin Christopher was chief operating officer at Link Fund Solutions for just under two years, leaving the role in November 2019. Now, he has ...

Citi to expand local securities team

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
... commitment to the Securities Services business both globally and locally," Citi regional head of custody and fund services Julie Kerr said. "Australia is a targeted growth markets for Citi's Custody and Fund Services business." RBC general manger ...

Market Forces takes aim at big banks

ELIZABETH MCARTHUR  |  THURSDAY, 19 DEC 2019
Controversial campaigner Market Forces have well and truly set its sights on Australia's big banks. After hitting Suncorp with a shareholder resolution in July, Market Forces has ramped up its efforts to influence Australia's largest financial institutions. ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
A director of the Tax Practitioners Board has joined the board of a managed accounts provider and platform. Julie Berry will replace Peter Brook as a non-executive director at Xplore Wealth. She has been a director of the Tax Practitioners Board for ...

Industry fund operations lead resigns

ELIZABETH MCARTHUR  |  TUESDAY, 3 DEC 2019
... appointed. Rachel Reynolds has exited CareSuper after just under five years. Confirming the departure, CareSuper chief executive Julie Lander said the move was recent and the fund has not yet hired a replacement. Prior to CareSuper, Reynolds worked as ...

FASEA chief to provide update

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... Congress, with an update expected. FASEA chief executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from the Tax Practitioners Board, ASIC's Kate Metz ASIC and FPA chief executive Dante De Gori also appearing. Glenfield ...