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Showing 251 - 260 of 433 results for "Financial advisor"

Snowball re-brands for future

CLAIRE MCGREAL  |  WEDNESDAY, 30 NOV 2011
Merged independent financial advisory groups Snowball and Shadforth are now known as SFG Australia. The name change was approved by shareholders at the group's annual general meeting in Sydney yesterday, after being given the green light by the regulator. ...

Instreet launches risk service for advisers

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
A new risk management service is being trialled with advisers that provides risk assessments for direct share and ETF portfolios, according to investment house and service developer, Instreet Investment. The portfolio stress test and risk management ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
Former BT and Commonwealth financial planning head, Neil Younger, has been named as head of practice based financial planning for ANZ Wealth. Younger's previous role was general manager for Commonwealth Financial Planning where he reported to then Colonial ...

Matrix continues planning member expansion

ELISE BURGESS  |  WEDNESDAY, 2 NOV 2011
Independent Newcastle-based planning firm, PSI Investments, has joined Matrix Planning Solutions as a new member firm just two weeks after it signed a Sydney firm. PSI Investments was established over 20 years ago as part of the broader PSI Group and ...

Head of Bank of Melbourne Private appointed

RACHEL DAVIS  |  MONDAY, 31 OCT 2011
The first head of Bank of Melbourne Private has been appointed, with former National Australia Bank executive, Jonathan Ayres taking on the new role. Ayres comes from National Australia Bank where he spent more than ten years in senior roles including ...

Lachlan Partners diversifies into FI, alternatives

ALEX DUNNIN  |  FRIDAY, 28 OCT 2011
Low equity returns relative to other opportunities has spurred Lachlan Partners to diversify away from equities towards property, fixed interest and alternatives to cater for clients wanting to diversify their investment base. "Volatility in overseas ...

Leenane Templeton Chartered Accountants adds financial planning

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
Leenane Templeton Chartered Accountants has launched a financial planning and advisory services division under the new brand Leenane Templeton Wealth Management. Andrew Frith, chief executive officer of the Newcastle based Leenane Templeton said the ...

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
Matrix Planning Solutions has added Sydney based Macquarie Partners Financial Advisory to its existing network of member firms. Established two years ago by business principal and managing director Sunhee Hres, Macquarie Partners Financial Advisory ...

T. Rowe Price appoints former ING IM manager

CLAIRE MCGREAL  |  MONDAY, 10 OCT 2011
The former wholesale business development manager at ING Investment Management in Sydney has been named as the new business development manager at T. Rowe Price. Heath Branigan will be focused on adviser distribution at the global investment management ...

FSC elects deputy chairman

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
The Financial Services Council has elected a new deputy chairman following the recent resignation from the board by former AllianceBernstein Australia chief executive, Michael Bargholz. Greg Cooper, chief executive of Schroder Investment Management ...