Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 154 results for %22Ord Minnett%22

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top 10 advice groups at the start of 2024. In early 2021, there were as ...

Bell Financial Group welcomes group head of sales

CASSANDRA BALDINI  |  MONDAY, 20 NOV 2023
... its national sales manager. Before joining NAB, Saunders held senior sales positions at both Leveraged Equities and Ord Minnett. Commenting on his appointment, Saunders said he is excited to join Bell FG. "I look forward to the opportunity to play a ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... focused on the growth of our broker channel. "Tom brings sales and industry experience having been at Bell Potter, Ord Minnett and APRIL Solutions," said a Perpetual spokesperson. With over a decade of corporate experience working within financial services ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... AMP Financial Planning have on average 15.3 years of experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 years. Advisers from Synchron Advice have 16.7 years of experience on average, while those at Count Financial ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... advisers. It bucked the trend by adding a net of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258), and Capstone Financial Planning (258) capped off the ...

FinClear partners with trading platform

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... will provides clearing services for Webull customers trading in Australian-listed securities. It joins the likes of Ord Minnett, Crestone Wealth Management, Superhero, Stake and Velocity Trade, which have partnered with FinClear in recent years. With ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... non-aligned licensee with 295 advisers and $4.2 million in funds under advice. Alliance Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum ...

Ord Minnett cops $888k fine over buyback

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAY 2023
ASIC's Market Disciplinary Panel handed Ord Minnett an $888,000 infringement notice over two contraventions of market integrity rules which occurred when conducting a buyback. According to ASIC, on 1 September 2021 the firm was instructed to commence ...

Ord Minnett welcomes head of private wealth

CHLOE WALKER  |  FRIDAY, 28 APR 2023
Former Olympic rower Frank Hegerty has been appointed Ord Minnett's head of private wealth. Aside from his past life as an Olympian, Hegerty boasts over 18 years' experience in the financial services industry, having held senior positions at NAB, Westpac ...

Talaria appoints chief operating officer

ANDREW MCKEAN  |  MONDAY, 16 JAN 2023
... operational roles at Digecom Solutions, First Abu Dhabi Bank (FAB), National Bank of Abu Dhabi, Macquarie Group and Ord Minnett. Talaria chief executive Jamie Mead said Ninness brings invaluable knowledge and experience. "With over two decades of global ...
PREVIOUS
NEXT