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Showing 91 - 100 of 186 results for "Head of Advice"

ANZ dealer group chief departs

JAMIE WILLIAMSON | THURSDAY, 24 MAY 2018

... Australian Unity Wealth and Capital Markets chief executive David Bryant. Prior to joining ANZ Wealth, Brown was head of advice development at Colonial First State and also held senior roles at Commonwealth Bank's Financial Wisdom dealer group. The ...

WA Super names advice GM

KANIKA SOOD | FRIDAY, 4 MAY 2018

... Truong moved into the role of WA Super's general manager of advice and distribution in April. She was previously head of advice in the fund's operations management team. Before WA Super, she worked as a sales manager for ING's wealth business and as ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD | FRIDAY, 27 APR 2018

... or else "part ways with us". However, not all advisers are using it uniformly, Rixon said. In the afternoon, AMP head of advice compliance Sarah Britt took the baton, revealing a bizarre tale about an errant adviser identified only as Mr E. Mr E advised ...

AMP kept unsuspecting clients in the dark: RC

KARREN VERGARA | TUESDAY, 24 APR 2018

... The Commission also concealed the adviser's name - he was referred to as Mr E during proceedings and while AMP head of advice compliance Sarah Britt fronted the Commission on Monday afternoon. The couple sought superannuation and life insurance advice ...

RECAP: Advice in the Royal Commission spotlight (Days 1 - 3)

KANIKA SOOD | THURSDAY, 19 APR 2018

... allegedly lied to ASIC, telling the regulator its 90-day fee for no service rule was an "administrative error". AMP head of advice Anthony Regan said he personally prefers fee-for-service payments for advisers but AMP hadn't had discussions in that regard. ...

Premium China creates chief executive role

JAMIE WILLIAMSON | MONDAY, 19 FEB 2018

The former chief executive of Premium Wealth Management and head of advice at Australian Unity will lead Premium China Funds Management. In a newly-created role for the fund manager, Paul Harding-Davis has been appointed as chief executive. He is charged ...

Spring FG wealth GM departs in management restructure

ALEX BURKE | TUESDAY, 6 FEB 2018

... financial officer Russell Scott's roles will not be replaced. This follows Spring's chief operating officer and head of advice, Frank Paul, leaving in January. Under the new structure, head of specialist investments Jack Standing will become national ...

Financial services pay top dollar for compliance, IT skills

KARREN VERGARA | FRIDAY, 2 FEB 2018

... (CFP) with more than five years' experience can earn between $130,000 and $160,000 per annum in NSW, while the head of advice can garner $200,000 per year (Table 1). A qualified financial planner can earn between $90,000 and $130,000 per annum in Victoria ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON | MONDAY, 8 JAN 2018

... with the FPA. Members of Cbus can engage a Certified Financial Planner (CFP) for comprehensive advice, with Cbus head of advice and retirement Greg Harper saying it is now more important than ever for superannuation funds to offer personalised member ...

IOOF research boss tenders resignation

ALEX BURKE | MONDAY, 18 DEC 2017

... commissioned PwC to conduct a review of its advice research division after reports of misconduct centering on former head of advice research Peter Hilton. At the time, Drennan said he would review "existing policies, procedures and how research is conducted ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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