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Showing 101 - 110 of 186 results for "Head of Advice"

Impact Investment Group names new CEO

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... acting chief executive of JBWere and served in a variety of executive roles, namely as chief operating officer and head of advice for New South Wales. Between 2003 and 2009 he worked at Goldman Sachs JBWere in investment services and advisory, and tax. ...

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... education for two children, 32 years of trauma cover and a family holiday every year until retirement. Sunsuper head of advice and retail distribution Anne Fuchs said the research validates the value financial advisers provide to Australians in helping ...

Interim chief executive leaves listed advice firm

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... the ASX, Spring Financial Group announced that it has accepted the resignation of its chief operating officer and head of advice Frank Paul who has also been acting as chief executive of the group since August 2016. The group has no immediate plans to ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
... articles, newsletters and FAQs, as well as educating advisers on the latest changes in the industry. Centrepoint's head of advice services, Jeff Everett, said the range of support services is designed to make it easier, more affordable and more efficient ...

Advice at any age will enhance retirement: Sunsuper

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... idea. More than 10% said they would take it out as a lump sum while 9% said they would reinvest it. Sunsuper's head of advice and retail distribution Anne Fuchs said the figures are cause for concern, and place greater urgency on the need for good financial ...

Major advice firm endorses first home super saver scheme

DARREN SNYDER  |  WEDNESDAY, 9 AUG 2017
... give certainty to first home buyers about whether the scheme will be available for use in 2017. Dixon Advisory head of advice Nerida Cole said as property prices on the east coast remain high, first home buyers continue to face immense affordability ...

Centrepoint streamlines adviser transitioning

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
... do so via an online application, speeding up the process for those looking to transition between dealer groups. Head of advice services at Centrepoint, Karen Machovsky said the portal eases the transition process, which can be arduous and bogged down ...

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... signatures to sign documents with clients and complete transactions using any internet enabled device. Pathway head of advice development, Peter Boston said the group is always looking for ways to make the lives of advisers and clients easier. "Suitebox ...

Sunsuper puts adviser trust front and centre

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
... changer according to $40 billion super fund Sunsuper. At an exclusive adviser workshop in Brisbane, Sunsuper's head of advice and retail distribution Anne Fuchs told financial advisers that maintaining a client's trust will be one of the most important ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
... national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial services ...