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Showing 41 - 50 of 60 results for "Bridges Financial Services"

Lonsec adds three to research team

ELISE BURGESS  |  FRIDAY, 2 DEC 2011
... Research & Advisory, Standard & Poor's investment consulting division and time as a research analyst at Bridges Financial Services. The third appointment is that of Adrian Hoe, Lonsec's new investment analyst who will specialise in managed funds research. ...

Former financial adviser gets three years jail time

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
... obtain funds from the client's account for his own purposes. ASIC was made aware of Brown's conduct by Bridges Financial Services, for whom he was an authorised representative between June 2007 and 13 May 2008. The commission said the investigation is ...

Bans hit bad planners: ASIC

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
... withdrew the money from 2002 to 2008. But he came undone when he became an authorised representative for Bridges Financial Services in 2007. The firm soon became suspicious and reported him to the corporate watchdog. ASIC banned Brown from providing ...

Former adviser faces fraud charges

ASIC RELEASE  |  THURSDAY, 27 JAN 2011
... falsified withdrawal request, to use the funds for his own personal use. The ASIC investigation began after Bridges Financial Services raised concerns of Brown's conduct. Brown was a financial adviser and authorised representative between 7 June 2007 ...

AWM advisers join AFA

MEDIA RELEASE  |  FRIDAY, 19 NOV 2010
... bringing the industry association's membership to approximately 7,000 advisers. Four licensees including Bridges Financial Services, Wealth Managers, Executive Wealth Management Financial Services and SMF Wealth Management, representing 314 authorised ...

MLC appoints Bleakley as external director

PRESS RELEASE  |  WEDNESDAY, 12 MAY 2010
... founded Bleakleys Limited in 1981 before taking a number of senior roles at Advance Bank, Tower Group and Bridges Financial Services Group. Most recently, Bleakley served on the boards of RetireInvest, Millenium 3, Financial Services Partners and ING ...

Macquarie appoints Bridges exec

COMPANY RELEASE  |  WEDNESDAY, 17 FEB 2010
Macquarie Adviser Services has appointed former Bridges Financial Services head of marketing, Fiona Mackenzie, as senior practice consultant. Mackenzie has worked as a business consultant at Shirlaws in Australia and New Zealand. She was also head of ...

AWM posts $65m profit

MICHAEL HOBBS  |  THURSDAY, 28 AUG 2008
... and financial planning numbers. Despite this, AWM's wealth management business, which also includes Bridges Financial Services, posted $13.4 billion in funds under advice (FUA) at the end of June. United Funds Management, AWM's investment management ...

AWM hires three

... managers to recruit and service new and existing advisers across its planning networks, which include Bridges Financial Services and Wealth Managers. The three managers are James McCowan (WA) Practice Development Manager, Ryan Holmes (NSW) and Jeff Ebeyer ...

Bridges over fresh waters

MICHAEL HOBBS  |  WEDNESDAY, 12 SEP 2007
Bridges Financial Services, a financial planning business with nearly $17 billion in funds under advice (FUA), has looked to new products in the market to increase its fund manager line up by more than 10 per cent. A subsidiary of ASX 200 investment ...