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Showing 1 - 6 of 6 results for "TAL advisers"

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
JANA Investment Advisers has promoted four staff members to principal consultants, including Jo Leaper, its high-profile head of operational consulting. Leaper has aspired to this role since joining the asset consultant 12 years ago. "I am incredibly ...

Australian Unity adds to leadership

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
Australian Unity's property division has appointed an Ocean St Capital Advisers executive director to the newly created role of general manager - investment and origination. James Goodwin has around 20 years' experience in property will be responsible ...

Executive appointment round-up

DARREN SNYDER  |  MONDAY, 27 JUL 2015
... vacated by Andrew Godfrey following his promotion to the financial services business leader position. Perpetual, TAL advisers join independent firm - Manly Financial Services has appointed former Perpetual Private risk adviser Scott Anderson and TAL ...

Perpetual, TAL advisers join independent firm

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
A non-aligned Sydney advice firm has hired two financial advisers who were previously at Perpetual Private and TAL. Manly Financial Services (MFS) is aiming to maintain the current client growth of 30%, following the purchase of Augeo Wealth Management ...

Pivotal changes name to Affinia

LAURA MILLAN  |  FRIDAY, 22 FEB 2013
Pivotal Financial Advisers changed its name to Affinia Financial Advisers, the company announced. As much as 60 financial advisers were working for Affinia last year. The company, a dealer group that targets risk specialists, is backed by life insurance ...

ING Real Estate Healthcare in merger talks

MICHAEL HOBBS  |  THURSDAY, 17 JUN 2010
ING Real Estate Healthcare fund is negotiating a potential merger with Essential Healthcare Trust, a deal that would create a fund worth more than $300 million. Essential Healthcare Trust, which is managed by Orchard Funds Management, is an unlisted ...
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