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Showing 231 - 240 of 401 results for "Advice for"

New head of advice for industry fund

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
The Australian Catholic Superannuation and Retirement Fund welcomed a new head of financial advice. Tim Poole, a former leader within the fund's planning team, has been promoted to the newly restructured financial advice division. Poole joined Australian ...

Centrepoint hires Citigroup executive as CIO

ALEX BURKE  |  MONDAY, 20 FEB 2017
... and research. He oversaw Citigroup's investment strategy across all asset classes and designed tailored investment advice for Citigold and Citigold Select clients. Before Citigroup, Lewis was an investment product and research analyst at UBS, an associate ...

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
... executive Rod Bristow described the arrangement as an "exciting opportunity aligned to our vision of providing quality advice for Australians from all walks of life." He added: "It's an honour to be working with an organisation such as H&R Block, helping ...

Equip eyes merger with Rio Tinto plan

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
... this project will clearly reinforce Equip's reputation as a trusted provider of superannuation benefits and financial advice for employers and their employees," Fairley said. Fairley said that key considerations for the union were complementary fund ...

HLB Mann Judd launches new advice arm

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
... Macfarlane, who has joined HLB Mann Judd as a director of HLB Debt Advisory. HLB Debt Advisory will provide debt financing advice for individual clients' personal banking and advice on funding commercial transactions for corporate clients. "James' considerable ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... including most recently being appointed a non-executive director of AdviserLogic. Notably he has been the general manager - advice for Australian Unity Personal Financial Services and the chief executive of Premium Wealth Management. AdviceIQ Partners ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... Planning Standards Board (FPSB) aims to start a global conversation around the implications of fintech and automated advice for the delivery of holistic, client-centric financial planning advice. The report was developed from about 1700 survey responses ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... held a number of key roles during his career including chief executive of Premium Wealth Management, general manager-advice for Australian Unity Personal Financial Services, head of sales and marketing at Australian Ethical Investment and general manager ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... Financial Services has received this year's AFA Female Excellence in Advice Award for championing the benefits of financial advice for women in the profession and in the broader community. Diamantidis accepted her award at the annual Association of Financial ...

Infocus sets sights on culture

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... among advisers. Managing director and chief executive of Infocus, Rod Bristow said: "Our vision of providing quality advice for Australians from all walks of life comes to life through our 'Building a High Performing Advice Business' Program. "This is ...