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Showing 221 - 230 of 1117 results for "accountant"

Industry embraces Mental Health Month

ELIZABETH MCARTHUR  |  TUESDAY, 1 OCT 2019
October is mental health month and the financial services industry is embracing it as a chance to boost the mental wellness of employees through a number of initiatives. SuperFriend has several initiatives planned for the month, including releasing ...

Saxo partners for new reporting service

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 SEP 2019
Saxo Markets has entered into a new partnership to provide an institutional grade reporting service. The partnership with Sharesight will deliver an integrated recordkeeping service for self-directed investors. Saxo described the initiative as "open ...

Association policy lead to join Treasury

ELIZABETH MCARTHUR  |  THURSDAY, 15 AUG 2019
The head of policy at a major industry association has taken a new role with Federal Treasury. Jordan George has been the head of policy at the SMSF Association for seven and a half years. The SMSFA confirmed to Financial Standard that George will step ...

EQT welcomes head of insurance

KARREN VERGARA  |  MONDAY, 5 AUG 2019
... relationship management roles. Pricillia Chand is a new trustee officer for claims, while Anthony Marasigan joins as a fund accountant. Executive general manager of the superannuation trustee office Mark Blair said the financial services Royal Commission ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... financial risk management. In addition to recognising CPA, advisers who have completed coursework to attain the Chartered Accountant designation in or after 1972, offered by Chartered Accountants Australia and New Zealand (CAANZ), have been awarded one ...

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
Commonwealth Bank is reviewing options for its CommSec Advisory business, including a potential sale. "As part of our focus on becoming a simpler, better bank, we are currently reviewing a number of options for CommSec's retail financial advice ...

Will financial advisers cease to exist?

JAMIE WILLIAMSON  |  TUESDAY, 18 JUN 2019
More than half of all financial advisers believe the role they perform today will change substantially or cease to exist over the coming decade, according to research from the CFA Institute. With the necessary skillset to be a financial adviser evolving ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
More than 1700 financial advisers have dropped off the ASIC Financial Adviser Register in less than six months. As of this month, there are 27,108 active financial advisers in Australia, Rainmaker analysis of latest ASIC FAR data shows. At its height ...

Advice group adds general manager

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
... network development of the firm's wealth division, with a particular focus on building out the nation-wide Partners Accountant referral network. Mennie was most recently national sales manager at J.P. Morgan Asset Management, prior to which he spent ...

Industry fund appoints board director

KANIKA SOOD  |  MONDAY, 27 MAY 2019
... Allan Stewart who plans to stand down on June 30. Burns works in management at Borg Manufacturing and is a trained accountant. "Robyn has been centrally involved in creating a thriving business employing many hundreds of Australians. We look forward ...