Search ResultsShowing 61 - 70 of 100+ results for Jamie Williamson
ANZ changes advice model, cuts Prime Access
JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
The big four bank announced it will change the way it provides ongoing financial advice to customers via ANZ Financial Planning. As of today, the Prime Access financial advice service will no longer be offered to new customers and will be phased ...
Advice practice supply outweighs demand
JAMIE WILLIAMSON  |  MONDAY, 13 MAY 2019
The valuation gap between high-quality financial advice businesses and conventional practices is growing, with the sector quickly turning into a buyers' market. Latest insights from Radar Results show the valuation gap between high-quality ...
Ken Marshman departs JANA
JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
Ken Marshman is stepping down as chair of JANA and his successor has been named. Marshman has announced his retirement from the JANA board and Fiona Dunn has been named as his successor. Marshman commenced his transition to retirement in 2013. He ...
Sargon launches SMSF alternative
JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
Financial advisers and their clients now have an alternative to the traditional self-managed superannuation fund, with Sargon partnering with an $11.5 billion platform to launch a small APRA fund. Sargon has partnered with HUB24 to provide advisers ...
MAX Awards 2019: Get voting
JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2019
The finalists for the 2019 Financial Standard MAX Awards have been named and voting is now open. Voting is now open for the annual MAX (Marketing, Advertising and Sales Excellence) Awards, recognising individuals, teams and organisations in the ...
Former AMP adviser pleads guilty
JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAY 2019
A former AMP adviser has pleaded guilty to stealing more than $200,000 in client funds. Trevor William Martin of Kiama, New South Wales has pleaded guilty to three counts of dishonestly obtaining client funds in the District Court of NSW. An ...
Former NAB adviser charged
JAMIE WILLIAMSON  |  TUESDAY, 23 APR 2019
A former NAB financial adviser has been charged with two offences following an investigation by ASIC. Max Kiattisak Eung of Tempe, New South Wales was charged with two offences of obtaining financial advantage by deception. It is alleged that ...
NAB remediation bill hits $1.1bn
JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2019
National Australia Bank has set aside an additional $525 million for customer remediation, more than 90% of which is in relation to its wealth operations. The total owing is now estimated at more than $1.1 billion. Announced today, the $525 million ...
Westpac appoints acting advice GM
JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
Westpac has appointed an acting general manager of advice to lead the transition of its financial planning business to Viridian Advisory. National head of BT Group Licensees Ashley Stewart will take on the role of acting general manager of advice ...
Macquarie IM names APAC operations lead
JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
The former head of investment operations at Suncorp has taken on a leadership role at Macquarie Investment Management. A spokesperson for Macquarie has confirmed Caroline Marull is now chief operating officer, Asia Pacific for Macquarie Investment ...
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