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Showing 1 - 10 of 521 results for %22National Accounts%22

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... effort associated with self-administering an SMSF, presenting a significant business opportunity to planners," Chris Hill, national manager, strategic relationships at AUSIEX said. The share of new accounts opened by advisers for millennials rose 3.85% ...

ASIC cracks down on scammers

CHLOE WALKER  |  MONDAY, 4 MAR 2024
... Longo said. "We will continue to work to ensure the financial system works for all Australians." At the same time, the National Anti-Scam Centre has issued a warning to consumers about the prevalence of fake news articles and deepfake videos featuring ...

Jailed adviser permanently banned by ASIC

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
... sentenced to five years in prison. Now, ASIC has made two orders permanently banning him; under the Corporations Act and National Consumer Protection Act, ASIC can permanently ban someone who is convicted of fraud. He can now never provide financial ...

UBS welcomes head of wholesale

CHLOE WALKER  |  THURSDAY, 25 JAN 2024
... the departure of Marcus Cleary who had held it since 2021. Cleary joined UBS in 2014, initially taking on the role of national sales manager with responsibility for clients in Victoria, Tasmania, and South Australia.

ANZ hit with $15m penalty for misleading customers

ANDREW MCKEAN  |  TUESDAY, 26 SEP 2023
... over the funds available to them in select credit card accounts. The Court found that ANZ breached both the ASIC and the National Consumer Credit Protection Act by falsely indicating that customers could access a cash advance from funds listed as 'Available ...

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
Insignia Financial has named a state manager for New South Wales, as well as a new national manager for multi-asset investments. Firstly, Andrew Rockliff has started a new job as state manager for New South Wales. He was promoted from national sales ...

Aware Super hires business development lead

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
... product. Prior to that, she spent over four years at OnePath as head of strategic accounts and sales strategy, and head of national sales strategy. Jarvis also previously worked at BT Financial Group as its head of corporate super and spent over two ...

Mortgage holders, retailers relax after rate pause

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... following a rapid sequence of rate rises over the preceding 12 months, according to PEXA chief economist Julie Toth. "National property market indicators suggest prices and transaction volumes have been recovering from their recent trough, since around ...

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
... 22 years of experience in the financial services sector, having previously served at Zenith Investment Partners as its national head of sales, and at Macquarie Group as a regional business manager, real estate funds management. InvestSense director and ...

CEFC backs agriculture investment platform

RACHEL ALEMBAKIS  |  WEDNESDAY, 21 JUN 2023
... cent of Australia's land use, and about 12% of goods and services exported in 2021-22 while also producing around 17% of national emissions while being exposed to climate extremes. "The long-term impact of climate change on the agriculture sector and ...
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