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Showing 211 - 220 of 501 results for "Achievement"

Vale Paul Costello

DARREN SNYDER  |  TUESDAY, 13 NOV 2018
Paul Costello has been remembered as a "truly inspirational figure" in the Australian financial services community. Costello passed away on November 5, following a long illness. He was a former chief executive at the Superannuation Trust of Australia ...

Fintechs in the money, gain confidence

KARREN VERGARA  |  TUESDAY, 30 OCT 2018
The fintech sector is bullish it can grab market share from big banks and incumbents with the advent of open banking and as the fallout from the Royal Commission plays out, EY's latest fintech census shows. With one-in-five fintechs now turning a profit ...

Class chief steps down

HARRISON WORLEY  |  THURSDAY, 25 OCT 2018
The chief executive of SMSF software provider Class will step down after a three month transition period. Kevin Bungard will leave Class after leading the business for about four years. In an ASX announcement on Wednesday, Class said its board had come ...

Post Royal Commission change is all talk: Shipton

JAMIE WILLIAMSON  |  MONDAY, 22 OCT 2018
... happening as quickly as it should," he said. "Due process is important, but it must not be manipulated to disrupt the achievement of fair, appropriate and honest outcomes." He then warned institutions of the ramifications if such conduct continues. "If ...

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
... said. The AFA Adviser of the Year Award is a joint initiative between the AFA and Zurich and represents the peak of achievement and recognition for Australia's premier financial advisers. In its fifth year, the AFA Practice of the Year - also a joint ...

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... TAL general manager of retail distribution Niall McConville said: "Congratulations to Donna Lee on this fantastic achievement. Donna Lee is a worthy winner in a year where we saw record nominations for the award." The award attracted more than 300 nominations ...

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
The Association of Financial Advisers named the recipient of the 2018 Excellence in Education Award. Felicity Cooper of Queensland-based Cooper Wealth Management has been recognised for her commitment to professional development via continuing education ...

Advice firm rebrands, confirms independence

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... meet the Corporations Act definition of independent financial advice. Guided Wealth said it is extremely proud of the achievement, given there is currently only about 115 independent advisers that meet the definition, according to SuperGuide. "Being ...

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
As the Association of Financial Advisers National Conference nears, the finalists for its 2018 Female Excellence in Advice Award were named this week. More than 370 nominations and 44 applications were received for this year's award, a record number ...

HESTA boss wins FEAL award

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
HESTA chief executive Debby Blakey has been recognised as the 2018 Fund Executive of the Year at the Fund Executive Association Limited (FEAL) awards held this week in Sydney. Blakey was recognised for leading a program of change at the $46 billion ...