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Showing 111 - 120 of 442 results for "Thomas"

Industry fund for coal miners on ESG journey

ELIZABETH MCARTHUR  |  MONDAY, 2 DEC 2019
... defend Mine Super's position. Ethinvest general manager and board member for the Ethical Advisers' Co-op Fiona Thomas was also on the panel with Russell Investments portfolio manager James Harwood and Perennial Value Management Sustainable Future ...

AMP dealer group head departs

ELIZABETH MCARTHUR  |  TUESDAY, 12 NOV 2019
... AMP-aligned dealer group is exiting the business to take on a new role. Hillross Financial Services managing director Dean Thomas will take on the role of chief advice officer at Mortgage Choice. His appointment follows the departure of Tania Milnes ...

Adviser cops 262 month jail sentence

JAMIE WILLIAMSON  |  FRIDAY, 6 SEP 2019
... adviser in the US will spend the next 22 years in prison after he defrauded his own family out of millions. Treyton Lee Thomas has been sentenced to 262 months in prison for wire fraud and 60 months for tax evasion to run concurrently, as stated by the ...

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... terrific role model for the future of financial advice." The AFA and TAL Female Excellence in Advice award went to Dawn Thomas of Wealthwise. Thomas was drawn to financial services because she wanted to empower people to achieve their financial dreams. ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Excellence in Advice Award Felicity Cooper, Cooper Wealth Management Tracey Ferguson, Ferguson Financial Planning Dawn Thomas, Wealthwise Tabitha Tworek, Insight Wealth Planning 2019 AFA Excellence in Education Award Kearsten James, Cooper Wealth Management ...

ASIC to crack down on platform fees

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 AUG 2019
... proof of them having been reported- and if not, why not. Speaking with Financial Standard, Mason Stevens managing director Thomas Bignill explained that Mason Stevens has been part of an ASIC questionnaire regarding managed discretionary accounts (MDAs). ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... roles." The finalists are Felicity Cooper of Cooper Wealth Management, Tracey Ferguson of Ferguson Financial Planning, Dawn Thomas of Wealthwise, and Tabitha Tworek of Insight Wealth Planning. AFA chief executive Philip Kewin said the award also promotes ...

Super fund hires strategy lead from MLC Life

KANIKA SOOD  |  MONDAY, 22 JUL 2019
An $80 billion industry superannuation fund has hired a former MLC Life chief customer officer. Anand Thomas is joining UniSuper as chief strategy and marketing officer, in a role that will work closely with the chief executive Kevin O'Sullivan. ...

Super funds can spearhead infrastructure: Expert

HARRISON WORLEY  |  WEDNESDAY, 29 MAY 2019
... financial services industry was shaping up in the current economic climate, Deloitte Access Economics director Michael Thomas said a key topic for discussion was the ongoing role of superannuation funds in infrastructure. As speculation swirls around ...

PM Capital head of distribution departs

KANIKA SOOD  |  THURSDAY, 23 MAY 2019
... Lachlan Cameron is taking up the role of director - wholesale sales at Invesco. He moves into the role as the incumbent Scott Thomas relocates to Invesco's UK operations to be a product director. Prior to joining PM Capital in 2016, Cameron was the ...