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Showing 121 - 130 of 294 results for "Julie"

Deadline looming for adviser tax registration

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017
... with the Tax Practitioners Board (TPB) or else risk operating illegally, warns a member. TPB director and financial planner Julie Berry told industry colleagues at a recent conference that if they have not yet registered with the TPB, they have until ...

KISS selects SMSF compliance software provider

ALEX BURKE  |  MONDAY, 13 FEB 2017
... practice management systems. Integration with Xero, Sage Handisoft, CCH iFirm and MYOB will follow shortly. KISS director Julie Taylor said: "Since I started the business nearly 10 years ago, we've utilised the benefits of BGL's Simple Fund Desktop software ...

CareSuper names first of several hires

DARREN SNYDER  |  MONDAY, 30 JAN 2017
... also held roles at ANZ, Telstra Super, AMP, Colonial First State and National Australia bank. CareSuper chief executive Julie Lander said Hill's appointment reflects the fund's continued focus on improving its life insurance offering. "Recognising the ...

FPA philanthropic arm donates $147k

MICHELLE BALTAZAR  |  FRIDAY, 25 NOV 2016
... Caring Neil Evans CFP $10,000 Waringarri Media Aboriginal Corporation (Kununurra, WA) East Kimberley Kids Media Participation Julie Matheson CFP $10,000

NAB reduces fossil fuel exposure

ALEX BURKE  |  MONDAY, 14 NOV 2016
NAB's new corporate sustainability report positions the bank as the national leader in environmental, social and governance commitments. The 2016 Dig Deeper report promises a material decrease in the use of fossil fuel-based energy and a corresponding ...

Round of redundancies in IOOF product distribution team

JAMIE WILLIAMSON  |  FRIDAY, 28 OCT 2016
... investment sales Daniel Dalton has stepped into the role of head of specialist solutions. Meanwhile, former QLD state manager Julie Wise has taken on the newly created role of head of sales enablement. "It has been a re-design of putting the client at ...

Storm Financial investor slams court decision

ALEX BURKE  |  MONDAY, 29 AUG 2016
... properly investigate the subject matter of the advice given." Furthermore, it was concluded that directors Emmanuel and Julie Cassimatis were responsible "for the day-to-day significant decisions in relation to the provision of financial services to ...

Vulnerable clients easily manipulated: study

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
... tightening of regulations to protect 'vulnerable' clients. The major university study was conducted by Thorp, professor Julie Agnew of the College of William and May, Virginia, USA; Professor Hazel Bateman of UNSW, Dr Christine Eckert of the UTS Business ...

Industry fund inks MetLife mandate

DARREN SNYDER  |  TUESDAY, 16 AUG 2016
... also push MetLife to third in terms of market share of industry funds, overtaking CommInsure. CareSuper chief executive Julie Lander said the fund chose MetLife following an extensive tender process and acknowledging its ability to enhance member experience ...

Terms of reference released for complaints system review

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... external dispute resolution and complaints framework. The independent expert panel consisting of Professor Ian Ramsay (chair), Julie Abramson and Alan Kirkland and will examine the Financial Ombudsman Service (FOS), the Superannuation Complaints Tribunal ...