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Showing 1771 - 1780 of 4097 results for "financial planning"

Shaw on recruitment drive after restructure

ALEX BURKE  |  THURSDAY, 9 JUL 2015
... reported in Financial Standard, Shaw and Partners has reoriented its business around providing independent financial planning, estate planning, insurance and philanthropic services. Shaw head of private wealth (and former Macquarie Private Wealth North ...

FPA announces CFP award winner

ALEX BURKE  |  WEDNESDAY, 8 JUL 2015
The Financial Planning Association of Australia (FPA) has announced the winner of its third Gwen Fletcher Memorial Award. Apt Wealth Partners head of advice and director John Moran received the award - named after the financial planning pioneer - for ...

Magellan hires key account manager from Fidelity

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
... appointed a key account manager with over 17 years' financial services experience across funds management, financial planning and technology. Mark Jordan joins Magellan from Fidelity Worldwide Investment, where he was national account manager. Jordan ...

ACT government fund appoints First State Super

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
... 32,000 members with more than $1.5 billion in retirement savings," he said. "Our local Canberra office has both financial planning and business development staff and our team will continue to expand in response to members' needs."

NAB Wealth appoints head of partnerships

LAURA MILLAN  |  MONDAY, 6 JUL 2015
NAB Wealth has appointed the Garvan and MLC Financial Planning general manager to a newly-created role, head of partnerships development. James Meade, who has headed the two National Australia Bank (NAB) financial planning licensees, will now work on ...

Fiducian acquires Chatswood advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
Fiducian Group has acquired a financial planning firm in Chatswood, on Sydney's North Shore, for $1.25 million. The firm has over $60 million in funds under advice and will be rebranded and integrated into Fiducian's advice network. Commenting on the ...

Telstra Super addressing younger base

DARREN SNYDER  |  MONDAY, 6 JUL 2015
... time, or are family members of Telstra Group employees. For about 14 years Telstra Super has also run its own financial planning service. The fund employs more than 20 advisors and Davies said it is "a strong commitment to financial planning for a fund ...

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
... executive as part of its strategy to offer holistic advice services. Shaw will provide a combination of independent financial planning, estate planning, insurance and philanthropic services. Central to this new strategy was the February appointment of ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 3 JUL 2015
... and New Zealand. NAB Wealth appoints Apogee GM - Brendan Johnson has been appointed general manager of Apogee Financial Planning. BNP appoints Australia head of asset services - Ian Rae has been appointed to BNP Paribas' newly-created role of head of ...

Superannuation specialist joins Catholic Super

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
... corporations including Mercer and KPMG. Catholic Super said Muller's extensive experience and knowledge includes financial planning, relationship management, workplace superannuation education, personal insurance, trustee secretarial services/corporate ...