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Showing 2511 - 2520 of 9279 results for "wealth"

New chair for AIA Australia

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
... extremely pleased to have Peter take over as chair of the AIA Australia board, following his role as deputy chair. Peter has a wealth of experience and knowledge that we have benefited from, and we look forward to the next phase of the journey," AIA ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Crestone Wealth Management has hired its sixth investment adviser in the past year in a bid to expand its footprint in Brisbane. John Paul Geribello is the latest to join as an investment adviser this month, taking total staff numbers in Brisbane to ...

AMP Life CIO moves to HESTA

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
... capabilities while achieving cost efficiencies across a number of financial markets," Sawtell-Rickson said. "Jeff brings a wealth of experience investing across a broad range of asset classes and leading direct asset management teams. His strong commercial ...

SuperConcepts appoints chief executive

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... Bourguignon was previously at SuperConcepts for over two years. She has since joined consulting firm Credas Solutions in a wealth advisory role.

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
... opportunity in the MDA space, the Philo Capital business model is not focused on delivering world-class technology to the wealth accounting ecosystem," Class said in a statement. Russell added: "Philo Capital is not profitable yet and requires further ...

Vision Super appoints new chair

ELIZABETH MCARTHUR  |  TUESDAY, 6 JUL 2021
... last three years. "Lisa could not be more passionate and committed to serving Vision Super's members. She brings a wealth of leadership experience to the role, and I look forward to seeing Vision Super continuing to achieve great things under her ...

CFS unveils new leadership team

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... he held the same role. Morgan spent nine years at Commonwealth Bank, including working as chief financial officer of the wealth management business before his move to MLC. In his new and expanded position, he will have responsibility for the end-to-end ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... (137) and Bridges Financial Services (193). This makes IOOF the largest licensee after it finalised its acquisition of MLC Wealth in early June 2021. Interprac Financial Planning netted a loss of 22 advisers between June and July with 279 at the end ...

SocietyOne launches portal, hires

ELIZABETH MCARTHUR  |  MONDAY, 5 JUL 2021
... launched with outsource Financial Group in 2018," SocietyOne chief executive Mark Jones said. "These new appointments add a wealth of experience and capability to an already highly-regarded broker team, and I am excited to welcome Tony, Tommy, and Melissa ...

Perks looks within for directors

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
In a series of promotions, the South Australian wealth advisory firm has appointed two directors and an associated director to its leadership team. Kerry Bosnich and Fiona Gordon have both been promoted from associate director to director. Bosnich joined ...