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

Search Results

Showing 131 - 140 of 410 results for "Financial advisor"

Super funds extend support to local communities

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
... particularly important given the ongoing changes to the energy sector: "The appointment of a new Townsville-based financial advisor highlights Energy Super's member driven focus and commitment to ensuring all of our members and clients have access to ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Yellow Brick Road (YBR) has appointed a former Westpac executive as general manager of its wealth division. Adam Youkhana, most recently head of partnerships and private banks for financial planning at Westpac, now leads YBR's wealth management business ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
BondAdviser has made two key board appointments and has partnered with a national independently owned financial advisory firm. BondAdviser has appointed Steve Dammerer as chair and Graeme Abram as a non-executive director. Dammerer has over 30 years' ...

New Bentleys director to encourage growth

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
Bentleys NSW has appointed a new director to focus on growing key sectors and attracting new business. Current Zeobond chief executive Jannie van Deventer will assist in driving the wealth management firm's strategy to "broaden and strengthen capabilities ...

PSK completes acquisition of Sydney firm

KERRIE SYDEE  |  TUESDAY, 16 AUG 2016
PSK Financial Services has acquired a Chatswood-based financial planning firm, bringing the group's total funds under advice to $2 billion. Founded more than 20 years' ago, Legan Financial Services is currently responsible for $420 million of funds ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
Mid-tier accounting, taxation and audit firm, Bentleys NSW, has launched a new financial advisory division, Bentleys Wealth Advisors. Led by newly appointed managing director of Bentleys Wealth Advisors, Matthew Cassidy, the division is focused on offering ...

Evans and Partners expands investment team

KERRIE SYDEE  |  TUESDAY, 19 JUL 2016
Evans and Partners has appointed a senior research analyst and research analyst to their international equities team. Joining established team members Stephen Arnold and Nick Cregan, James Hannam joins as a senior research analyst and Will Dowd as a ...

Time to review MySuper effectiveness

DARREN SNYDER  |  FRIDAY, 1 JUL 2016
A superannuation advisory group says now is an opportune time for funds and members to review MySuper offerings and question whether it's the solution they were looking for. One of superannuation's largest reforms, the transition of default members ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
BetaShares has launched an asset allocation and ETF model portfolio service for its financial adviser clients. The service comprises a modular set of solutions. The first module is a strategic asset allocation (SAA) based on forward-looking expected ...

Crowe Horwath acquires QLD firm

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
Findex-owned national accounting and financial advisory group Crowe Horwath has acquired a Queensland accountancy firm. The Queensland arm of Moore Stephens has reached an agreement to become part of Crowe Horwath. Commenting on the agreement, Findex ...