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Showing 161 - 170 of 229 results for Rachel Davis

Praemium capital raising for growth

RACHEL DAVIS  |  FRIDAY, 9 SEP 2011
Praemium has completed a $5 million capital raising, to provide for long-term growth plans and the implementation of short term cost efficiencies. Praemium requested a trading halt on Wednesday before successfully completing the $5 million capital raising ...

AXA adopts new wealth platform

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
AXA's aligned dealer groups are switching to the IRESS wealth management platform, XPLAN, with over 25% of practices already migrated as a result of a successful pilot program. AXA's decision to move to the web-based XPLAN wealth solution was driven ...

AFS prepares for FOFA with new hire

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
Australian Financial Services Group has appointed a regional manager for NSW & ACT who will also lead their FOFA ready program. Australian Financial Services Group (AFS Group) has appointed Richard Liverpool to the position of regional manager for NSW ...

Mercer adds to global infrastructure team

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
Mercer has expanded its alternatives investment capability with an addition to its infrastructure team. Toby Buscombe will join Mercer's global infrastructure investment team later this year after more than a decade with Access Capital Advisers, most ...

J.P Morgan strengthens Treasury Services

RACHEL DAVIS  |  WEDNESDAY, 7 SEP 2011
J.P. Morgan Treasury Services has appointed a new head of treasury services, Australia & New Zealand and has made two senior appointments to its Southeast Asia teams. Nadia Schiavon has been appointed head of treasury services, Australia & New Zealand. ...

PATRON makes Victorian move

RACHEL DAVIS  |  WEDNESDAY, 7 SEP 2011
PATRON Financial has appointed a Victorian State Manager as part of its eastern seaboard growth strategy. Sharon Cummins has been appointed Victorian state manager for the advice group. Cummins has over 18 years of industry experience and was most recently ...

AUI Retirement Village Fund makes first acquisition

RACHEL DAVIS  |  WEDNESDAY, 7 SEP 2011
Australian Unity's Retirement Village Property Fund has made its first purchase, the Geelong Grove Retirement Village in Grovedale, Victoria. The Australian Unity Retirement Village Property Fund was established to provide investors access to the growing ...

Bendigo Wealth strengthens distribution capabilities

RACHEL DAVIS  |  TUESDAY, 6 SEP 2011
Bendigo Wealth has made three new senior distribution appointments, completing its realignment of the team. Diego Del Rosso has been appointed senior manager, strategic partners & alliances. Del Rosso has over 17 years of financial services experience ...

ASIC bans adviser over deceptive conduct

RACHEL DAVIS  |  TUESDAY, 6 SEP 2011
A former Sydney-based financial adviser has been permanently banned from providing financial services after an ASIC investigation revealed he had engaged in misleading and deceptive conduct. James Edward Maurice Rowe was banned after ASIC found he had ...

BT Future2 Wheel Classic hits the road

RACHEL DAVIS  |  TUESDAY, 6 SEP 2011
A 1250 km marathon cycle ride from Bourke to Sydney - set to raise $100,000 from the financial planning profession to support disadvantaged young Australians - sets out from Bourke tomorrow and ends in Martin Place on Friday 16 September. Ray Griffin ...