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Showing 121 - 130 of 876 results for "BT Financial"

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
BT Financial Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios ...

Allianz Retire+ bolsters distribution team

ELIZABETH MCARTHUR  |  THURSDAY, 10 OCT 2019
... trustee services to licensees and financial advisers. Prior to that, Orrell had roles with Zurich Investments and BT Financial Group. Allianz Retire+ head of distribution Catriona Wortley said: "We're delighted to announce the appointments of Fabian ...

First State Super announces key appointments

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... Chun has been appointed group executive member growth from January 2020. Forman was previously national manager at BT Financial Group where she led a large team providing financial advice to customers of Westpac. She is taking over from acting group ...

Fidelity wholesale director departs

KANIKA SOOD  |  TUESDAY, 8 OCT 2019
... services, focusing on institutional partnerships. Prior to this, he was a senior BDM at Asgard and a wraps specialist at BT Financial Group.

Former BTFG executive takes on new role

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
BT Financial Group's former general manager of platforms and investments has stepped into a new role with an emerging platform provider. John Shuttleworth has been appointed chief executive of Spitfire. Spitfire's current chief executive Matthew Johnson ...

MLC Wealth appoints chief operating officer

KRISTI CHENG  |  FRIDAY, 30 AUG 2019
... Westpac, who took the reins in mid-August. Anthony Lane joined MLC Wealth after nearly five years at Westpac subsidiary BT Financial Group, where he served as chief operating officer of BT investment solutions, chief operating officer of advice and senior ...

Aussie equities manager expands team

KRISTI CHENG  |  FRIDAY, 23 AUG 2019
... net worth client base. He was most recently head of advised distribution at Cashwerkz. Prior to that, he worked at BT Financial Group and Westpac, the former of which he was at for seven years. "In an uncertain and increasingly complex time for investment ...

Cashwerkz hires distribution lead from Perpetual

ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
... Perpetual. Prior to that, he was a financial adviser at Cardinal Financial Planning and a business development manager for BT Financial Group. Burbidge replaces Rob Hay in the head of advised distribution role at Cashwerkz. The appointment comes after ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... appointment rounds out a number of recent executive appointments for Xplore - Michael Wright, former head of advice at BT Financial Group, joined as chief executive while Bruce Hawkins was named chief financial officer. Xplore chair Peter Brook said ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
The former general manager of BT Financial Advice, who was grilled at Royal Commission hearings last year, will lead an ASX-listed managed accounts provider for a $500,000 base salary. Michael Wright will join Xplore Wealth (formerly Managed Accounts ...