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Showing 151 - 160 of 222 results for "Strategic Plan"

New head of advice for industry fund

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
The Australian Catholic Superannuation and Retirement Fund welcomed a new head of financial advice. Tim Poole, a former leader within the fund's planning team, has been promoted to the newly restructured financial advice division. Poole joined Australian ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... a solid base to grow the award winning client services of HLB Mann Judd to more people, in accordance with our strategic plan. Our current strong audit, accounting and business advisory services will be complemented by an expanded wealth management offering." ...

NGS cuts ties with CommInsure

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
NGS Super has terminated its longstanding partnership with CommInsure, awarding the mandate for its insurance offering to a rival life company. Following an in-depth tender process, the mandate has been secured by TAL; ending NGS's 28 year relationship ...

NAS renews $7 billion mandate

ALEX BURKE  |  WEDNESDAY, 21 SEP 2016
NAB Asset Servicing has secured a $7 billion custody mandate following a review. Equip Super has used NAS as its custody provider for 24 years; NAB executive general manager asset servicing John Comito said he was "excited that Equip Super has chosen ...

Omniwealth acquires mortgage broker

DARREN SNYDER  |  FRIDAY, 2 SEP 2016
... Westminster Finance and Business Solutions was an opportunity to partner with an experienced operator. "As part of our strategic plan we needed our mortgage and finance division to be big enough to handle our forecast growth, and there is no better way ...

PROFILE: Qantas Super chief executive Michael Clancy

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... 2015, Clancy says his 100-day plan was four fold: to listen, to learn, to build relationships, and then develop a strategic plan for the next three to five years. He adds one of the great attributes about Qantas Super, on top of being part of an iconic ...

VicSuper chief wins FEAL award

MARK SMITH  |  THURSDAY, 4 AUG 2016
VicSuper chief executive Michael Dundon has been named the Fund Executive Association Limited (FEAL) Fund Executive of the Year. The 15th annual Fund Executive of the Year award was presented at a FEAL members' dinner at the Sheraton on the Park in ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
AZ Next Generation Advisory has acquired a Brisbane advice group which manages $130 million in client funds. Logiro Uncharted was established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning ...

New board members at CareSuper

DARREN SNYDER  |  WEDNESDAY, 6 JUL 2016
Industry superannuation fund CareSuper recently appointed two new member directors to its board. Joining the CareSuper board in 2016 are Michelle Gardiner and Greg McLean, each commencing their terms in February and May respectively. Gardiner is a founder ...

CalPERS appoints interim CEO

DARREN SNYDER  |  TUESDAY, 21 JUN 2016
The California Public Employees' Retirement System (CalPERS) has appointed an interim chief executive as it continues the search for a new leader. Stepping in to the interim chief executive role is CalPERS' deputy executive officer for operations and ...