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Showing 221 - 230 of 1248 results for "Western"

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... joint venture with an advice practice based in Queensland, and entered into commercial agreements with two firms based in Western Australia and New South Wales in a bid to expand its wealth footprint. Clime's board continues to churn directors, having ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... Lonsec has boosted its sales team from four to six. It added one dedicated sales team member for Queensland and one for Western Australia and South Australia. The four existing positions are based in Sydney and Melbourne. Recently appointed Lonsec chief ...

WA government seeks to improve WA's ESG outcomes

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
The McGowan government has released Western Australia's first-ever environment, social and governance (ESG) information pack to inform a broad range of investors considering the state as an investment destination. The pack has been developed primarily ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... Financial Advisers (375). Geographically, gender ratios range from a high of 28% in the Northern Territory to as low as 19% in Western Australia. "Women adviser AFSLs are nevertheless no more concentrated than other AFSLs as all AFSLs have the same top-10 ...

Active Super adds board director

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
... one of three directors nominated by Local Government NSW. In addition to his role as councillor, Hagarty is chair of the Western Sydney Migrant Resource Centre and director of Settlement Services International. He is also chief of staff to the federal ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... and transformation, and reflects the group's ambitions to be a leading provider of financial and lifestyle services to Western Australia's booming retiree and pre-retiree population, according to Wealthwise founder and financial adviser Jamie Luxton. ...

Tasmania remains best performing state: CommSec

ANNABELLE DICKSON  |  MONDAY, 25 OCT 2021
... shows. In the stockbroker's latest State of the States report, the ACT has retained is second place position while Western Australia took out equal third position with NSW. Meanwhile, South Australia and Victoria came in at equal fifth, Queensland ...

What family offices want: Report

ELIZABETH MCARTHUR  |  TUESDAY, 19 OCT 2021
... with 41% in NSW and 31% in Victoria. Despite Sydney having the highest concentration of wealthy individuals and families, Western Australian family offices are the wealthiest in the country with an average wealth of $2.53 billion. Wealth preservation ...

Capstone drops jailed adviser

KARREN VERGARA  |  FRIDAY, 15 OCT 2021
... Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final. Financial adviser and broker Mark Babbage, who operates ...

IAM Funds names inaugural chief

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... incubation fund manager Fortlake Asset Management as executive director. Baird most recently spent more than four years at Western Asset Management as head of client services and marketing for Australia and New Zealand. Prior to that, he was an investment ...