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| | | Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency. Aperio, which has advised families, business owners and young ... |
| | | | ... last month, as well as a new head of professional standards in March. Smith brings nearly four decades of experience in financial services across the UK and Australia. He began his career as an accountant at various insurance and financial institutions ... |
| | | | ASIC has banned former Sequoia Financial Group managing director and chief executive Garry Crole for 10 years, following the events that unfolded under his leadership. Crole was a director of InterPrac Financial Planning from 20 August 2004 to 1 December ... |
| | | | Iress has appointed new group chief financial officer as the listed software provider prepares to enter its next phase, with a focus on product sustainable earnings growth. Neil Montford will join Iress as group chief executive officer on November 16 ... |
| | | | ... confidence in his leadership and suitability to lead the business. Peterson received a base salary of $825,000 in the 2025 financial year, an increase of $77,000 from the prior corresponding period, the recent Parliamentary Joint Committee on Corporations ... |
| | | | ... Fund, in which members invested about $240 million. At the recent Parliamentary Joint Committee on Corporations and Financial Services inquiry, Diversa's leadership team stood its ground, claiming that the root cause of First Guardian's failure ... |
| | | | ... or misleading sustainability claims made by investment products. RIAA's survey spoke with Australian-based individual financial adviser members and advisory groups to capture practical, client-facing insights into the sustainable investment product labelling ... |
| | | | Integro Private Wealth has merged with West Australian advice firm Coastline Private Wealth, strengthening its presence across the region. The expansion is part of the advice firm's strategy to expand its national footprint, while integrating its ... |
| | | | ... Credit Suisse's Australian private banking franchise in 2008, while Carroll brings more than 20 years or global financial services experience. Armitage spent 17 years with Credit Suisse Private bank and UBS after beginning his career as a financial ... |
| | | | ... management business as Hans Georgeson steps down from the role after five years. In the meantime, Royal London group chief financial officer Daniel Cazeaux will fill the role on an interim basis, the firm said. Since 2020, Cazeaux has been involved in ... |
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