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Showing 1 - 10 of 44 results for "Steve Helmich"

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... year ending 31 March 2022. Marcus O'Sullivan, the head of Affinia, will support the transition, while chair Steve Helmich will be appointed to the Count Financial board following an approval. TAL group chief executive and managing director Brett ...

ASIC needs to focus on prevention, not cure

ALEX BURKE  |  THURSDAY, 21 JUL 2016
... needs to work directly with the advice industry and develop more proactive regulation, according to Affinia chair Steve Helmich. Speaking on a panel at the 2016 FSC Leaders Summit in Melbourne, Helmich said that ASIC's role is to ensure favourable customer ...

FPA charity names new chair

MARK SMITH  |  WEDNESDAY, 16 DEC 2015
... Future2 board in 2011 when he was chair of the FPA. Until July 2014 he was managing director of Hood Sweeney in SA. Steve Helmich stepped down from the Future2 board this month after two three-year terms as chair. Three new board members have also been ...

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
TAL has made two key appointments to its Affinia risk advice team. Steve Helmich has been made chair of Affinia, having joined from AMP, where he was, most recently, executive director of financial planning. Commenting on his appointment, Helmich said ...

FSC awards industry execs

LAURA MILLAN  |  FRIDAY, 7 AUG 2015
... expert groups and special projects. The FSC also awarded AMP director of financial planning, advice and services, Steve Helmich, with a lifetime contribution award. Helmich recently announced he was leaving AMP after 41 years in the company. During the ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 19 JUN 2015
... company and BT Financial Group hiring a new head of general insurance. Financial planning director to leave AMP - Steve Helmich will leave AMP to pursue other opportunities in the industry. BTFG hires head of general insurance - Gerard McDermott joins ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... AMP's executive director of financial planning will leave the group to pursue other opportunities in the industry. Steve Helmich will leave AMP in September following a 41 year career with the company. He started as a junior new business clerk in the ...

AMP University Challenge winners revealed

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
... comprised Matthew Baldi and Stephen McLay, was awarded the top prize by AMP executive director financial planning Steve Helmich at a reception at AMP on Thursday night. First prize was $5,000 cash (for the winning team to share), along with registration ...

Planning industry on brink of golden era

MARK SMITH  |  THURSDAY, 7 AUG 2014
... everything it can to be seen as a fully-fledged profession, according to AMP executive director of financial planning Steve Helmich. The senior planning executive argued the industry was making strides towards being recognised as profession but still ...

CBA exec joins Future2 board

LAURA MILLAN  |  TUESDAY, 22 APR 2014
... choices," she said, commenting on her appointment. Future2 chair and AMP executive director of financial planning Steve Helmich welcomed Perkovic to the board. "As Future2 works towards greater engagement by financial planners in their profession's charitable ...
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