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Showing 231 - 240 of 927 results for "BT Financial"

ASIC and Westpac court battle sees mixed outcome

DARREN SNYDER  |  FRIDAY, 4 JAN 2019
... accounts without undertaking a proper comparison, as required by law. At the time these allegations were first aired, BT Financial Group said: "It is important Australians have good quality advice, guidance and information in language they can understand. ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... moving into fixed interest. BTFG proposes advice restructure In September it was revealed by Financial Standard that BT Financial Group was reviewing its business model for salaried financial advisers, resulting in significant redundancies. Among a raft ...

Grandfathered commissions: Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
... will no longer accept grandfathered commissions from NAB Wealth super and investment product providers. Earlier, BT Financial Group announced it will scrap grandfathered commissions on 140,000 customer accounts, taking a $40 million hit to earnings. ...

Long-serving platform expert jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
A senior business development manager from managedaccounts.com.au moves to BT Financial Group. After 10 years of working as a business development manager at managedaccounts.com.au, in charge of NSW and Queensland clients, Paul La Macchia is taking ...

Multiforte founder takes AFA Inspire lead

HARRISON WORLEY  |  TUESDAY, 18 DEC 2018
... the group's leadership ranks. McCallum also chairs the NSW Council of FINSIA, and has held various senior roles at BT Financial Group, Westpac, CBA and State Street prior to launching Multiforte. McCallum said she was attracted to the energy of AFA Inspire ...

Centrepoint Alliance boosts executive lineup

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... taken the role of group executive of people and transformation. He is a former director of marketing services at BT Financial Group and has also previously held roles with Perpetual and Macquarie. He worked as an independent consultant in the financial ...

Mercer names senior investment consultant

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
... held from September 2017 until July 2018. Her previous experience includes several consulting roles at Fundhost, BT Financial Group, and Deutsche Asset Management. Mercer institutional wealth partner Richard Boyfield said Jacques' appointment will strengthen ...

Industry fund hires executives

KANIKA SOOD  |  WEDNESDAY, 5 DEC 2018
... said. "Daniel has an extensive background in financial services having worked with Westpac, Bank of Queensland and BT Financial Services. He also gained great leadership experience as the CEO of the Australian Institute of Management. "For the past seven ...

CFS retail sales lead joins global boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
... 2013, prior to which he was national manager of alliances for four years. He also previously held roles with Asgard, BT Financial Group and Russell Investments. A spokesperson for Colonial First State confirmed that Abernethy departed the business in ...

MetLife expands retail arm

KARREN VERGARA  |  WEDNESDAY, 21 NOV 2018
... division with four key appointments. Marcus Chan joins MetLife as sales manager for New South Wales. He came from BT Financial Group where he worked as a business development manager. Also from BTFG, Aaron Nugent is the new sales manager for Queensland. ...