Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 241 - 250 of 798 results for "Perth"

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... analytics solution formerly known as V-Wrap, which integrates with Praemium SMA for investment management and reporting. Perth-based financial advice and investment management firm, Merchant Group, is the first to use the enhanced investment portfolio ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... more of the industry with its message, FEW will host five leadership conferences in 2018. The conferences will travel to Perth, Adelaide, Sydney, Melbourne and Brisbane, having already locked in keynote speakers. Of note, PwC national managing partner ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth Advisers, hailed as the most outstanding practice with long-serving employee Michael ...

Males dominate ASX200 top job

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
... companies, with almost half (47%) located in the Sydney metro area. The rest are based in Melbourne (27%), Brisbane (9%), Perth (9%) and Adelaide (3%). Only eight companies are based internationally in North America, New Zealand and the UK. Robert Half ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... 10 years, while an ex-CBA adviser pleaded guilty to forging client documents, corporate regulator ASIC said. ASIC banned Perth-based Sergio Nicolo Belardo, a former authorised representative of stockbroking firm BBY between September 2013 to May 2015 ...

More clarity needed on NAB redundancies

JAMIE WILLIAMSON  |  FRIDAY, 3 NOV 2017
... banking arm. In the same month CBA also notified the FSU that a further 182 roles are likely to be made redundant in Sydney, Perth and Melbourne as part of a restructure of its Enterprise Services teams - in addition to 150 cuts already in Brisbane.

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... regulation in providing advice, but those in IT can simply "type anything" in an algorithm and sell it to mum and dad, she says. Perth-based start-up, PictureWealth, is attempting to defy such limitations and "do what hasn't been done before", which ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... specialist organisation to help mature age workers transition seamlessly and holistically to retirement. The collaboration with Perth-based Life Time Wise, a practice that coaches baby boomers on financial, workforce and lifestyle planning, will help ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... CFP(R) - Adapt Wealth Management FPA Professional Practice of the Year Award Capital Partners Private Wealth Advisers - Perth (WA) Eureka Whittaker Macnaught - Sydney & Brisbane (NSW & QLD) MBA Financial Strategists - Adelaide (SA) FPA University Student ...

Advisers underrated at claim time

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... requirements of the insurer are provided in a timely manner and minimising anxiety and concerns about the payment of benefits." The Perth-based consultant will present at the AFA 2017 National Adviser Conference where he'll use a claim story to pinpoint ...