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Showing 101 - 110 of 882 results for "BT Financial"

MLC Wealth appoints chair

ELIZA BAVIN  |  TUESDAY, 2 JUN 2020
A former chief executive of BT Financial Group has been named independent non-executive chair of MLC Wealth. Robert Coombe has been named to take on the role, effective 1 July 2020. NAB chair Philip Chronican said the appointment to the board of National ...

Former licensee head in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... brings more than 20 years' experience in financial planning, a decade of which was spent working across Westpac and BT Financial Group. He has also previously held roles with Macquarie, AMP, AXA and NAB Financial Planning. MLC also confirmed the appointment ...

Westpac to review business units

JAMIE WILLIAMSON  |  MONDAY, 4 MAY 2020
... described him as a proven executive who is returning to Westpac, having previously held several roles across Westpac and BT Financial Group between 1999 and 2015. "The changes today are a significant step to reducing the complexity of our portfolio and ...

Perpetual executive jumps to Xplore

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... appointed to the role, after close to five years in the same position at Perpetual. Prior to Perpetual Gellett worked at BT Financial Group, holding a number of roles including head of product management, retail and corporate super, and head of business ...

Product provider partners with BTFG

ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
A products provider has announced it will launch a number of managed portfolio options on BT Financial Group's flagship platform. Lonsec has partnered with BTFG to make its listed and retirement managed portfolios available on BT Panorama. Lonsec said ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... operations manager at Westpac, Howell previously spent more than three years at the bank's wealth management arm, BT Financial Group, where he was a compliance and assurance manager and financial adviser team lead. Earlier, he spent more than eight ...

Pinnacle distribution director takes new role

KANIKA SOOD  |  THURSDAY, 26 MAR 2020
... European institutional business, and separately, Australia and New Zealand. He has also worked for Macquarie Group, BT Financial Group and Westpac. Maple-Brown Abbott started as an equities boutique but has expanded to a multi-boutique model with 60 ...

Why remediation jobs aren't short-term

ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
The woman who ran BT Financial Group's advice remediation program has revealed what financial advisers need to know about remediation, and why some of the banks may make their remediation teams permanent. Melissa Bogg was program director and head ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... with AMP and SuperConcepts in sales and SMSF administration senior roles. He also spent more than four years with BT Financial Group as the NSW/ACT state manager securitor and licensee select, where he coached advice professionals on how to make their ...

Spitfire loses top executives

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2020
... prior. Former chief product officer Anil Sagaram has also departed seven months since joining. Shuttleworth, a former BT Financial Group executive is now a self-employed consultant and investor. Shuttleworth spent close to 15 years at BT, having held ...