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Showing 1481 - 1490 of 2871 results for "Advisory"

Super fund ESG specialist joins PRI committee

DARREN SNYDER  |  TUESDAY, 9 JAN 2018
An ESG investment specialist at a $41 billion industry superannuation fund recently joined one of the top advisory committees at the Principles for Responsible Investment. Prior to Christmas the United Nations-supported PRI announced its newest members ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... In 2013, Eureka merged with Whittaker Macnaught and in 2015 became the founding Australian firm of AZ Next Generation Advisory. It has since grown to nine financial advisers in a team of 21 employees. Cook described the firm as a financial services hub ...

Spring FG exec transfers to risk advisory firm as part of new partnership

ALEX BURKE  |  FRIDAY, 22 DEC 2017
Spring Financial Group's head of risk services will transfer over to a specialist risk advisory firm as part of a new exclusive partnership. Rael Kwasnik will join Fairbridge Financial Services so as to expedite the process of migrating Spring FG clients ...

IOOF research boss tenders resignation

ALEX BURKE  |  MONDAY, 18 DEC 2017
... provide additional capabilities." Before IOOF, Drennan was chief investment officer of SFG Australia, principal at Clarence Advisory, executive general manager investments at Zurich Financial Services Australia and regional chief economist at Deutsche ...

Boutique wealth manager hires banking executive

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... business. Most recently he served as head of premium banking and business growth and was also chair of its Asian Business Advisory Council. Koda Capital chief of staff and partner Quentin Reeve said: "The Koda team and I are looking forward to working ...

Kelly+Partners launches corporate advisory business

ALEX BURKE  |  FRIDAY, 8 DEC 2017
As flagged in its FY17 results, chartered accountancy and wealth firm Kelly+Partners is launching a new corporate advisory business. Kelly+Partners Corporate Advisory (KPCA) will specialise in providing "trusted, unconflicted advice to private business ...

Corporate governance LIC slashes fees, appoints portfolio manager

ALEX BURKE  |  WEDNESDAY, 6 DEC 2017
... researching, structuring and executing capital markets transactions. Prior to that, Hart was a research manager for Dixon Advisory. "We are very pleased that Will Hart will be joining the AQF team in the role of portfolio manager," Whalan said. "He is ...

Infocus chief executive departs

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... his tenure the company has expanded organically and through acquisition, growing on our national network of financial advisory practices providing financial advice solutions to clients all around Australia," McKelvie said. "This has been a period of ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
A financial planning firm recently acquired by AZ Next Generation Advisory in a private equity deal has joined Synchron's growing network. Based in Victoria's Mornington Peninsula, Dunsford Financial Planning brings the total number of authorised representatives ...

Centuria Capital appoints Macquarie veteran to board

ALEX BURKE  |  WEDNESDAY, 6 DEC 2017
... Accidents Insurance, Mission Australia and the Tasmanian Public Finance Corporation. She is also a member of the SMART Advisory Council. She was previously risk management division director at Macquarie from 2005 to 2012. Prior to that, she was an mergers ...