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Showing 1 - 10 of 34 results for "Millennium3"

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
Financial advisers from large aligned AFSL groups bear the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
iExtend has appointed a head of alliances, promoting one of its state distribution managers. Mark Stubbings has taken on the role, responsible for facilitating industry and association collaboration. Stubbings, who is well known in the advice industry ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
ClearView Wealth has appointed a former Australian Unity Financial Advice executive to the newly created role of head of business growth. ClearView has welcomed Tony Mantineo to the role, previously general manager of business growth at Australian Unity ...

ANZ advisers launch advice boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
Four former staff of ANZ's financial planning business have started a new advice firm in Melbourne. Park Lane Advice Group in Melbourne's Cheltenham suburb is licensed via IOOF-owned Millennium 3 Financial Services. It was founded by Evguenia Rutkowski ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
ASIC, financial advice industry associations and dealer groups will face the latest round of public hearings in the financial services Royal Commission. Led by Commissioner Kenneth Hayne, the inquiry has called upon the Financial Planning Association ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
A Melbourne-based financial adviser is building out her own practice, joining the Elders Financial Planning dealer group. Becoming the 24th practice to join Elders since 2016, Marlene Zwarts has moved from a Millennium 3 firm to build out her own business ...

AMP Capital enters US telco market

JAMIE WILLIAMSON  |  TUESDAY, 13 MAR 2018
AMP Capital will acquire a US telecommunications company, becoming the fund manager's first asset of its type in the region. AMP Capital entered into a definitive agreement with Everstream Solutions' investors for an undisclosed amount. The super-regional ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
A former Millennium 3 and Lonsdale Financial Group financial adviser was banned for seven years for personally using client funds. Glenn William Connor was banned by ASIC after it found that he had used clients' assets as security for a margin loan ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
Financial advisers employed by Australia's five largest vertically integrated institutions failed to act in the best interests of clients 75% of the time, favouring their own products and leaving clients ''significantly worse off" in 10% of cases. These ...

AMP Capital infrastructure platform secures US$2.4b

EMMA RAPAPORT  |  FRIDAY, 13 JAN 2017
AMP Capital secured US$2.4 billion ($3.2 billion) for its global infrastructure platform with Australian companies among more than 50 institutional investors committed to its global mandate. The platform, which includes the AMP Capital Global Infrastructure ...
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