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Showing 1101 - 1110 of 4062 results for "Financial planning"

CBA restructures executive leadership

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... executive in April. The demerger of CFS Group will see Sullivan's responsibilities broaden, with Commonwealth Financial Planning and Bankwest being integrated into the retail banking services division. The retail banking division will also handle the ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
HUB24 financial planning subsidiary Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 ...

CBA to demerge CFS, mulls further CommInsure sell-off

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. Commonwealth Financial Planning will be retained by the bank and form part of its consumer financial services business within its Retail Banking Services ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
The general manager of Garvan and MLC Financial Planning will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC ...

Sequoia sells direct equities business

ALEX BURKE  |  FRIDAY, 22 JUN 2018
... success and growth," Crole said. Earlier in the year, Sequoia completed its acquisition of Melbourne-based financial planning and accounting services firm InterPrac and online trading platform Morrison Securities. In December 2017, Sequoia announced ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
About half of all accounting firms are considering a move into financial planning. According to Commonwealth Bank, 43% of Australia's accounting firms are planning to add or grow their wealth management and financial planning capabilities in the ...

Former ANZ GM joins NAB

HARRISON WORLEY  |  THURSDAY, 14 JUN 2018
... to be part of a team focused on supporting the growth of Australian businesses. Earlier this year the bank's financial planning arm appointed a new regional advice general manager covering similar geographical areas as Motton. Adrain De Silva joined ...

Industry responds to Dover shutdown

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
... place between Terry McMaster and the regulator last week to see it end up like this," Kewin said. Lifespan Financial Planning chief executive Eugene Ardino confirmed Lifespan is already in talks with several Dover practices, reinforcing that any offer ...

Former Sunsuper boss links with EQT

HARRISON WORLEY  |  FRIDAY, 8 JUN 2018
... management, strategy development, sales and marketing, financial management, superannuation, risk management and financial planning in Australia and internationally," O'Brien said. "We congratulate him on his appointment and look forward to working with ...

ASIC looks into Melbourne planning firm

HARRISON WORLEY  |  THURSDAY, 7 JUN 2018
ASIC surveillance of a Melbourne based financial planning business will extend to an independent review of its compliance arrangements. Record keeping, supervision and other compliance arrangements of Melbourne-based Allied Financial Solutions are the ...