Search Results | Showing 201 - 210 of 7215 results for "Record" |
| | | ... "Brendan brings exceptional experience as both a seasoned director and respected superannuation executive, with a strong track record of guiding organisations to deliver meaningful outcomes for their communities," Smith said. "His governance expertise ... |
| | | | ... allege MWL provided pre-determined advice that was not in clients' best interests. "Despite Shield having no proven track record, we will seek to allege clients were advised to invest most or almost all of their retirement savings into the fund, irrespective ... |
| | | | ... that includes strengthened customer focus and business resilience. "Lucinda's appointment will build on the strong track record of our ASX compliance team who are tasked with the specialist role of monitoring and enforcing compliance by listed entities ... |
| | | | ... 2024 and our first BESS project in the Latrobe Valley coming online earlier this year, demonstrating Tilt's proven track record of delivering new generation and storage on time and on budget." Meanwhile, AGL managing director Damien Nicks said the company ... |
| | | | Five financial advisers have been brought before the Financial Services and Credit Panel (FSCP) for failing to comply with their continuing professional development (CPD) requirements, ASIC said. The financial regulator convened multiple sitting panels ... |
| | | | ... Cooperation Council and Evergen, a CSIRO joint venture. "I was attracted to joining Keyview because of its exceptional track record, client centric approach and passionate team. The excellent governance also positions Keyview for success," Keary said. ... |
| | | | Nearly two thirds of SMSFs established under the recommendations of a financial adviser are unsuitable to their needs and put retirement savings at risk, an ASIC review reveals. Of 100 financial advice files investigated, 62 failed to demonstrate compliance ... |
| | | | ... and adviser and the client, and that's taken circa 30 minutes out of the time it takes an adviser to write up that record," says Maloney. "Think about AI improving the client interactions and reporting which drives more efficiency in that process. ... |
| | | | ... approach and cultural values in SDL and the current team supported by Eric, David and Chloe has a solid and proven track record of delivering exceptional returns for investors since inception." EC Pohl & Co is a family office with investments in several ... |
| | | | ... further diversifies our origination pipeline and deal flow by leveraging ColCap's established lending platform and track record to expand our access to high quality lending opportunities, enhancing portfolio depth and diversification," he said. ColCap ... |
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