|Search Results||Showing 1 - 10 of 13 results for "Steve Davis"|
|... former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief commercial officer. Davis served nine years at ...|
|... manager - advice Matt Brown. Brown was appointed in May, joining from ANZ where he was chief executive of its dealer group subsidiaries Millennium3 and Financial Services Partners. He replaced Steve Davis who departed Australian Unity in March.|
|... by 15 dealer groups, distributors and resellers. New appointees in client-facing roles include: Victoria Cougan (Dedicated Customer Support team) Steve Davis (Enterprise Sales Executive - Melbourne) Robbie Koorey (Enterprise Sales Manager - Sydney)|
|... advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis. Speaking at the Australian Unity business update event in Sydney, Davis noted that traditionally advisers are required to ...|
|... executor and trust administration services. Australian Unity Personal Financial Services chief executive Steve Davis said the deal came about because the company has been "searching for a solution in the estate planning and trustee-type ...|
|... will retain its current brand strategy and client proposition, according to Australian Unity chief executive Steve Davis, who said in July: "It will effectively be business as usual for Premium's authorised representatives and clients." When ...|
|Born in Queensland and raised in Fiji, the United States and Perth, Steve Davis was a professional basketball player. But the financial services industry drew his interest and became his passion, he tells Laura Millan . Today, Davis is chief ...|
|... in the first of a two-part special. We also profile Australian Unity Personal Financial Services chief executive Steve Davis look at the opportunities for advisers in 'digital advice.' You can read these articles on your iPad by downloading ...|
|... Unity. Commenting on the potential acquisition, Australian Unity Personal Financial Services chief executive Steve Davis told Financial Standard that the potential acquisition was part of a move to have a "stronger presence in the accounting ...|
|... fact we are not a bank or life insurance company," Australian Unity Personal Financial Services chief executive Steve Davis said. Davis said the Accountant Partnership Program currently has relationships with over 300 accounting firms-most of ...|
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AXA Investment Managers' head of Framlington Equities for Asia left the business at end of May, the manager confirmed.
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Superannuation is working effectively to support members of all ages, genders and income levels, new research from the Association of Superannuation Funds of Australia shows.
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.
A portfolio manager artificially inflated a fund's returns and collected a large bonus on the back of it, the US corporate regulator alleged.
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