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Showing 181 - 190 of 2869 results for "Advisory"

ART snags TCorp's alternatives head

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... eight years with Centrepoint Alliance, where he finished as head of research. Dellit is also a member of the Oceania Advisory Committee recently launched by the Standards Board for Alternative Investments (SBAI). The local group brings together leading ...

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... recent appointments of the firm's new heads of sustainability, infrastructure and alternatives, and span JANA's advisory, research and investment teams - which now sees 100 professionals managing more than $1.7 trillion in funds under advice. ...

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
... retirement planning from previous senior roles in the financial services sector, from large super funds to smaller boutique advisory firms. His most recent role was as national manager, SMSFs at Findex, and he's previously held roles at BT, Sunsuper ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
Risk insurance specialist MBS Insurance (MBS) has acquired a minority interest in boutique risk advisory firm Orbital Life. The partnership will enhance MBS's capacity to provide professional advice and make quality insurance advice more accessible ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
Managed accounts firm Evidentia Group will acquire practice management advisory firm Encore Advisory Group. The partnership will deepen Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial ...

ASX names chief compliance officer

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... for more than three years. Commenting, Lofthouse said the appointment builds on the establishment of the newly formed Advisory Group on Corporate Governance (AGCG), which replaces the ASX Corporate Governance Council. "I am delighted that Lucinda is ...

Uniting Financial Services appoints chief executive

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... restricting at Klynveld Peat Marwick Goerdeler (KPMG) and Pricewaterhouse Coopers (PwC). He also tenured at a boutique advisory and as the chief executive of an NFP start up. These roles spanned the UK and Europe as well as the US and South-East Asia ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized enterprises. It has six partners and 70 employees. ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... The wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching ...

Philip Lowe to chair ASX Advisory Group

ANGELIQUE MINAS  |  TUESDAY, 4 NOV 2025
The ASX announced Philip Lowe as chair of the newly formed Advisory Group on Corporate Governance (AGCG). Per the recommendations made in the October expert review panel's report, the AGCG was established to replace the ASX Corporate Governance ...