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Showing 181 - 186 of 186 results for "Head of Advice"

Magnitude appoints chief

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
Former Westpac Financial Planning NSW head of advice, Sean Allen has been appointed chief executive of BT Financial Group's financial advice business, Magnitude Financial Planning. Allen previously held a number of senior roles at HSBC, Commonwealth ...

Challenger FP strengthens operations

MICHAEL HOBBS  |  MONDAY, 8 OCT 2007
Challenger has appointed Sara Nathan to manager of operations and assurance, Pas Bueti to head of advice support services and Lily Roche to business program manager. Andrew Alcock, chief operating officer, said the new appointments were a critical part ...

Securitor head moves to St.George Insurance

Sean West, Asgard Wealth Solutions' head of advice business solutions, including Securitor, has been promoted to general manager at St. George Insurance. Replacing him at the helm of Securitor is Neil Younger, who was previously Asgard's head of business ...

Westpac FP launches $500k super campaign

... market because they are planning for, or are on the brink of, their retirement," said Kate McCallum, the group's head of advice offer and design. McCallum highlighted changes unveiled in the Federal Budget which will have a major impact on a future retiree's ...

Asgard flags plan to step ahead of competitors

... errors done manually and saves planners a lot of time," he said. Meanwhile, Sean West, Asgard Wealth Solutions' head of advice business solutions, also spoke at the conference and unveiled the so-called 'Contribution to Securitor' scheme. He described ...

MLC receives 13 AFS licenses

... Retail Investments, Advice Solutions, Corporate Solutions, Asset Management and Wealth Protection businesses. MLC head of advice solutions Matt Lawler said that the FSRA regime supports the strategic quality advice business model that MLC began to shift ...