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Showing 111 - 120 of 284 results for %22Wealth Management Project%22

Skyring names new head of distribution

ALEX BURKE  |  TUESDAY, 13 MAR 2018
... individual projects over the past decade, the team at Skyring have decided to offer investors the ability to benefit from their wealth of experience," Skyring added. "The fund invests exclusively in first mortgages of Australian commercial developments ...

Former Macquarie head of research joins Fidelity

ALEX BURKE  |  MONDAY, 12 MAR 2018
The former head of research for Macquarie's wealth management business has taken on a new role at Fidelity International. Richard Dinham joins Fidelity as head of client solutions and retirement. In this role, he will liaise with Fidelity's investment ...

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... Tribunal to review ASIC's decision. Ramsay's case is among the 42 advisers ASIC has banned as part of its Wealth Management Project. One director was also banned from the financial services industry. Separately, ASIC permanently banned former Charter ...

TelstraSuper appoints strategy lead

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2018
... before, conducting a strategic business review in 2014 as a business consultant. He is a former AXA head of wealth management strategy, and has also previously held roles with ANZ and UniSuper. TelstraSuper said Frost and Seton are working through a ...

Financial services pay top dollar for compliance, IT skills

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... of growth increases, and at the same time offering attractive career opportunities. In financial planning and wealth management, a Certified Financial Planner (CFP) with more than five years' experience can earn between $130,000 and $160,000 per annum ...

Bitcoin bubble will burst in 2018: Survey

KARREN VERGARA  |  MONDAY, 22 JAN 2018
... manage digital currencies, other blockchain-based assets and initial coin offerings (ICOs); and independent wealth management firm deVere Group introduced a cryptocurrency app to store, transfer and exchange five major cryptocurrencies including bitcoin ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... October 2014 as part of a crackdown to lift the standards of major financial advice providers under the Wealth Management Project.

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... managing director since establishing Fiducian in 1996. Over that time, he's steered the firm to becoming a diversified wealth operation covering financial advice, portfolio management, superannuation and proprietary administration technology. Fiducian ...

Austock Life revamps, hires new leaders

KARREN VERGARA  |  TUESDAY, 5 DEC 2017
... manager of wealth strategic development role, before a short stint as general manager of strategic projects in wealth management. Foster also has global financial services experience, having worked across banking, wealth management and consulting. She ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Sir Bob Geldof urged the financial advisers of Australia to proactively prepare for the significant generational wealth transfer that is approaching to ensure people continue to receive financial advice. The keynote speaker at this year's Association ...