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Showing 1 - 4 of 4 results for "Milliman Australia principal"

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... and an integrated approach to help them build their businesses and meet their technology needs." Milliman Australia principal Craig McCulloch said the partnership would provide advisers access to more robust modelling tools. "We are very pleased to partner ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... manager of sales and marketing for financial planning software provider CCUBE Integrated Wealth. Milliman Australia principal Wade Matterson said the firm is delighted to have Whelan joining in the new role. "Andrew's understanding of the financial advice ...

Milliman seeing shift in bond portfolios

DARREN SNYDER  |  FRIDAY, 19 JUN 2015
... diversification tool and financial advisers have had to rethink their traditional planning techniques. Milliman Australia principal, Wade Matterson, said there is a short period of time where ongoing falls in Australian interest rates may assist or provide ...

Retirees urged to add stocks

DARREN SNYDER  |  MONDAY, 25 MAY 2015
... equates to a yield of 3.5%. It is attractive in comparison to a 10-year Treasury bond yielding 2%. Milliman Australia principal, Wade Matterson, said the company was doing its own research on the local market and expected numbers to be "slightly more ...
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