Search Results | Showing 1 - 10 of 92 results for %22ipac Financial Planning%22 |
| | | ... in mergers and acquisitions with AXA, including the sale of AXA Asia Pacific to AMP and, before that, the integrations of ipac Securities, Challenger Financial Planning and Genesys Wealth Advisers, and Sterling Grace. "... Ian will play an integral role ... |
| | | | ... EU, and UK. Canion moved to Geneva, Switzerland in 2019 and established his own management consulting firm after selling ipac. The Wealth Designers chief executive Troy MacMillan said he first linked with Canion 20 years ago, who provided him mentorship ... |
| | | | ... co-founded Bluepoint Consulting over 20 years ago following short stints with Strategic Capital Management, Perpetual and ipac. |
| | | | ... four years. Elsewhere, he spent almost eight years at AMP, first as director of AMP Horizons and then as managing director, ipac and Genesys. In the new role, Steele will report directly to HUB24 managing director and chief executive Andrew Alcock, who ... |
| | | | ... Zealand at PayPal. Roy has over 25 years' experience and has previously served as general manager, financial planning at ipac and director, corporate super at AMP. She also held a range of senior regional roles for American Express over the course of ... |
| | | | ... with AMP thereafter. Before leaving in 2017, he served as managing director, Charter Financial Planning, ipac Financial Planning, Jigsaw and SMSF Advice. Mitchell-Adams joins the HESTA leadership team as it implements its three-year strategy. "Tim brings ... |
| | | | ... previously director at Arrive Wealth Management and director of financial planning and investment advisory at PwC. King joins from ipac Securities where he was a private client adviser for the last six years. Prior to this King was a director and senior ... |
| | | | ... Financial Planning advisers joining the licensee. A further 10 went to AMP-aligned Charter Financial Planning and eight went to IPAC Securities. AMP-aligned dealer groups Charter and Hillross were also among the licensees to shed the most advisers, losing ... |
| | | | The co-founder of iPac Securities believes the issues that saw the big banks exit wealth management will pale in significance to future failures he expects will come as a result of "fringe" advice groups. Appearing at the ASFA Conference in Melbourne ... |
| | | | ... investment solutions from September. Steele previously served at AMP for more than seven years, including as managing director of ipac and Genesys, and as director of AMP Horizons. MLC Wealth chief executive Geoff Lloyd said the business needed experienced ... |
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