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Showing 161 - 170 of 186 results for "Head of Advice"

Direct investors prefer scaled advice

MELANIE TIMBRELL  |  THURSDAY, 2 AUG 2012
... expand their advice relationship to full service if they were satisfied with the advice received. Kristen Turnbull, head of advice, wealth and super at CoreData, said the number of direct investors has been growing over recent years, driven by the market ...

MLC appoints head of advice

LINDA HAUSKEN  |  MONDAY, 16 JUL 2012
MLC has appointed Leah Mallett as head of advice programs in its business development division. In this role, Mallett will assume responsibility for adviser recruitment for MLC's Advice Business School. Mallett joined MLC in 2002 where she held a practice ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... a number of senior roles within the BT Financial Group including head of dealer groups and Licensee Select and head of advice business solutions. In the Sydney-based role Younger will be responsible for all ANZ Wealth licensees including RI Advice, Financial ...

ANZ Wealth appoints head of advice delivery

RACHEL DAVIS  |  FRIDAY, 30 SEP 2011
ANZ Wealth has appointed a new head of advice delivery to provide dealership services to its advice businesses. Raelene Seales has been appointed head of advice delivery for ANZ Wealth. In her new role, Seales will establish and lead the Advice Delivery ...

ANZ Wealth: phone-based advisers to help with opt-in

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
... deliver, more efficient for the planner in time consumption and costs to deliver." Being launched in Steve Cullen's head of advice development division to build innovative new approaches, ANZ Wealth already has 25 people who provide financial advice ...

St George names new planning heads in strategy push

ELISE BURGESS  |  TUESDAY, 9 AUG 2011
... bring greater efficiency and best-practices processes to St.George Banking Group's advice channels," Sean Allen, head of advice, St.George Banking Group, told Financial Standard. "This will give our planners more opportunity to focus on their core business ...

Advisers demand platform opt-in support

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
... opportunity to utilise their scale to assist advisers operating under the new requirements," said Kristen Turnbull, head of advice, wealth and super, CoreData. "Advisers are looking to their platform providers to help them retain their client base by ...

CommInsure hires AMP manager to strengthen retail advice

MATT WOODINGTON  |  FRIDAY, 10 JUN 2011
... Planning, where he was regional manager NSW, Southern and ACT. Sheldon had been occupying the caretaker role of head of advice distribution for the last four months. He will now be responsible for distribution, product and pricing, communications and ...

RI Advice add managers

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
... and enthusiasm for this challenging role" added Campbell. Both roles have started and will report to Guyon Cates, head of advice.

New Russell manager to tackle prac management

ELISE BURGESS  |  MONDAY, 9 MAY 2011
Russell Investments has appointed former Ipac Securities head of advice capabilities as its new practice development manager intermediaries, with a brief to roll out its practice management program. John Nolan has taken on the role and will be responsible ...