Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 163 results for %22Private Wealth Network%22

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... MFI's investment in operating businesses. "John brings a wealth of experience with a proven investment background both in private equity and through having held senior executive roles in several operating companies," MFI chairman Martyn Myer said.

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... identity, working together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. 3. Focus on older men will kill financial planning The over-representation of ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... Anthony D'Alessandro of Victorian based Required Financial Services. Practice of the Year was awarded to Lifetime Private Wealth of New South Wales and Samantha Robinson of Pursue Wealth took the title of Rising Star. Simon Lu and Christian Egan from ...

Two more Macquarie veterans join Shaw

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
... Partners has appointed two new advisers. The first, John Wardman, joins Shaw's Sydney office directly from Macquarie Private Wealth, where he spent 13 years. In an internal memo, Shaw and Partners head of private wealth and co-chief executive Earl Evans ...

NAB private wealth vet takes on key China relationship role

ALEX BURKE  |  MONDAY, 17 OCT 2016
A NAB Private manager specialising in high-net worth Asian clients has joined a wholesale private and institutional financial services provider. Helen Huang, previously a NAB branch manager and NAB Private client manager, has joined the SILC Group as ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... advocate for women who run their own small business; and Lea Schodel, an award-winning financial adviser at MHP Private Wealth who is fast making a name for herself under her #mindfulwealthmovement initiatives. Rounding up the elite group were Patricia ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
... independent and timely research to support advisers in making informed decisions," Malkin said. Geoff Worrell, head of private wealth at Baillieu Holst said: "BondAdviser is a highly-regarded provider of fixed income research backed by an excellent technology ...

Wealth division overhauled in latest NAB restructure

MARK SMITH  |  FRIDAY, 22 JUL 2016
... which remains on track for completion in the second half of calendar year 2016. Business Banking becomes Business and Private Banking and will focus on our priority SME customers. This will bring together the nabBusiness franchise with specialised agriculture ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... Lifeguard Financial Services, APS Financial Planning and Mornington Financial services from Melbourne, Redthorn Private Wealth from Adelaide, and The Money Barre from Sydney have all joined Fortnum/FPSA in the last six months. Fortnum Financial Advisers ...

Fitzpatricks hires ex-ipac adviser to head up Adelaide practice

ALEX BURKE  |  TUESDAY, 3 MAY 2016
Fitzpatricks Private Wealth has appointed a senior adviser to head up the group's Adelaide office. Shane Case joins Fitzpatricks from ipac Canberra, where he was a client service manager. He established his own practice, Vickers Case & Associates in ...