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

Search Results

Showing 1031 - 1040 of 1653 results for "Excel"

NAB planner wins AFA Female Excellence Award

MARK SMITH  |  TUESDAY, 27 OCT 2015
NAB's Sharon Walker has won the 2015 AFA Female Excellence in Advice Award. AFA chief executive Brad Fox said with her passion for the advice profession and her belief in the value of quality financial advice, Walker is an outstanding role model for ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
The Association of Financial Advisers (AFA) has given out the 2015 AFA Excellence in Education Award and the Michael Murphy Award. Charles Badenach of Main Street Financial Services has been awarded the 2015 AFA Excellence in Education Award. The award ...

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
TAL has made two key appointments to its Affinia risk advice team. Steve Helmich has been made chair of Affinia, having joined from AMP, where he was, most recently, executive director of financial planning. Commenting on his appointment, Helmich said ...

CFAs told ASIC is for the consumer

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
Australian Securities and Investments Commission (ASIC) chairman Greg Medcraft said the regulator has a significant number of individual surveillances underway at the big four banks, Macquarie and AMP. Speaking at the Chartered Financial Analyst (CFA) ...

Senior fund manager leaves AMP Capital for Ausbil

MARK SMITH  |  WEDNESDAY, 14 OCT 2015
Ausbil Investment Management has hired a senior portfolio manager from AMP Capital. Gian Pandit has joined the Sydney-based firm as deputy head of equities. He will be part of the portfolio construction committee along with chief executive officer and ...

YBR robo-advice to make Celebrity Apprentice debut

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
Yellow Brick Road's robo-advice tool, Guru, will be launched to the public via a Celebrity Apprentice Australia challenge. The Guru "pilot" was unveiled in June, and since then over 50 YBR practices are able to use the service. "Our network has been ...

AB appoints regional manager

ALEX BURKE  |  THURSDAY, 24 SEP 2015
AllianceBernstein (AB) has appointed a regional manager. Stephen Nguyen will be based in AB's Melbourne office. He joins the firm from AMP, where he was a business development manager. Prior to that, he held a similar role at Aviva/MLC. He has also ...

Blue Sky scratches head lice from portfolio

LAURA MILLAN  |  TUESDAY, 22 SEP 2015
Blue Sky Venture Capital has exited a head lice treatment company after it entered into a $278 million commercial agreement with Indian-based Dr. Reddy's Laboratories. Blue Sky invested in Hatchtech in 2013 as part of a $12 million syndicate of Australian ...

AFA announces awards finalists

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
The Association of Financial Advisers has announced the finalists for its 2015 awards. In partnership with TAL, the Female Excellence in Advice Award finalists are Perspective Financial Services' Esther Althaus, PetersMcKeown's Tricia Peters and NAB's ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
Implemented Portfolios has appointed a new executive chair. Greg Kirk has been on the firm's board since 2013. Prior to that, he held chief executive roles at Genesys, Challenger Financial Planning, and was also managing director, financial planning ...