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Showing 111 - 120 of 139 results for "Rebecca"

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... close on July 17. They will be judged by Fox and AFA national president Deborah Kent, as well as the Beddoes Institute's Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. ...

ASIC bans Commonwealth Financial Planning employee

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
ASIC has banned Commonwealth Financial Planning employee Rebecca Locksley from providing financial services for 18 months, after finding she created false documents for client files. Locksley of Merewether, New South Wales, was the servicing planner ...

Pengana Capital appoints Singapore director

LAURA MILLAN  |  WEDNESDAY, 18 FEB 2015
... Partners Asia in Singapore, and head of APAC business development at TRG Mgt also in Singapore. Pengana has also appointed Rebecca Morgan as regional manager for Victoria, Tasmania, South Australia and Western Australia. Morgan will be based in Pengana's ...

Bravura appoints new CFO

MARK SMITH  |  TUESDAY, 2 SEP 2014
... where he was chief operating officer and CFO. In his new role, he will also serve as an executive director. He replaces Rebecca Lowde who, according to her LinkedIn profile, took up the role as CFO of business tech company Salmat last month. "We are ...

Advice group sues online forum over negative review

LAURA MILLAN  |  MONDAY, 18 AUG 2014
... employee or former contractor." The document says that in the past six months WCS Group has had no customer named Bec, Rebecca or any other name "fitting the description of the 'homemadecook' user." After being contacted by WCS Group, Whirlpool refused ...

More data leads to more bad decisions

JAMES FERNYHOUGH  |  TUESDAY, 12 AUG 2014
... data we try to process without help, the more bad decision we will make. That was the message of evolutionary biologist Rebecca Costa's speech that closed the Financial Services Conference in Cairns. "Ninety per cent of the data we use to make decisions ...

In the throes of change

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
... Pacific region, as well as thought-provoking keynote speeches by author Dr. Michael Hewitt-Gleeson (School of Thinking) and Rebecca Costa (The Impact of Big Data). Capping the conference will be a focus on Australian and overseas economies by RBC Capital ...

AFA to recognise best adviser and best practice

LAURA MILLAN  |  THURSDAY, 5 JUN 2014
... the community overall. Both awards will be judged by the same panel, comprising Brad Fox and Michael Nowak from the AFA, Rebecca Sheils from Beddoes Institute, Graham Peatey from Encore Group, Peter Sobels from Riskinfo, as well as Kristine Wade and ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... informal catch up meetings over coffee, baby boomers like formal meetings at the adviser's office. Beddoes Institute's Rebecca Sheils said the results suggest that a 'more is more' effect is consistent across ages, with clients in all three generations ...

Insurers take "adversarial approach" to claims

LAURA MILLAN  |  FRIDAY, 12 JUL 2013
... outcomes of insurance," the Association of Financial Advisers (AFA) chief executive Brad Fox said. To Beddoes Institute's Rebecca Sheils, "consumers had a sense that it would be more complex to get their money back than it ultimately was." "They are ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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