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Showing 151 - 160 of 433 results for "Financial advisor"

A-REIT added to Asgard platform

DARREN SNYDER  |  TUESDAY, 27 SEP 2016
A high conviction, actively managed fund providing access to a diversified portfolio of ASX-listed real estate securities has been added to the Asgard platform. The Folkestone Maxim A-REIT Securities Fund is the newest addition, known for its disciplined ...

PM Capital hires two from BTIM

MARK SMITH  |  THURSDAY, 22 SEP 2016
... Lachlan Cameron is responsible for the distribution of PM Capital's investment funds to private, institutional and financial advisor clients. He joins from BT Investment Management where he was head of wholesale sales, responsible for sales of funds ...

Advisory firm has licence cancelled

MARK SMITH  |  MONDAY, 19 SEP 2016
Melbourne-based corporate advisory firm Allegianz has had its financial services licence cancelled by ASIC for failing to lodge financial statements and auditor reports. Allegianz's AFSL was suspended for six months in March 2016 after the company failed ...

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 ...