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| | | ... agreement builds on Apex's existing operations in New Zealand, where it employs more than 200 staff providing administration services across KiwiSaver, superannuation and investment products to more than 500 funds. Its local footprint also includes the ... |
| | | | ... team of 30 advisers, manages in excess of $3 billion, and offers a suite of financial planning, lending and accounting services. Commenting, Carter said the investment will support the firm's focus on expanding its footprint and service. "Kudu's ... |
| | | | ... and corporate affairs across Australia and New Zealand. She brings more than 25 years of experience spanning financial services, technology and consumer goods, having previously held senior leadership roles at Commonwealth Bank, PepsiCo, Microsoft and ... |
| | | | ... scale our operational foundation and support future innovation for investors." Citi Australia and New Zealand co-head, services, Mark England added: "We are thrilled to partner with Global X ETFs to provide custody, fund administration, ETF and middle ... |
| | | | ... been thrown in the mix by Diversa Trustees. Praemium this morning announced, together with Powerwrap and One Vue Wealth Services (OVWS), it received notices of a cross-claim from Diversa Trustees relating to ASIC's proceedings taking action against ... |
| | | | ... team is responsible for ensuring members have a seamless experience across all touchpoints - whether that's digital services, communications, or accessing support whenever they need it. "Engagement is much broader than advertising. It isn't one-size-fits-all ... |
| | | | ... consultant Brad Bugg did not join Ascalon but moved to Betashares as a portfolio manager in superannuation in April. Ascalon services private wealth firms, providing customised institutional-grade portfolio solutions. It started out as Oreana in 2018 ... |
| | | | ... super business early this year. It said this is part of a strategic repositioning to focus on its core corporate trustee services and trustee and wealth services businesses. ASIC recently commenced a second proceeding in the Federal Court against ETSL ... |
| | | | ASIC has banned Brett Newbound of Victoria, a financial adviser and the sole director of Freedom Wealth Services, which has subsequently lost its Australian financial services licence (AFSL). According to ASIC, Newbound was found to have forged client ... |
| | | | ... unanimously found that Earner was, in fact, a financial product, and Block Earner consequently required an Australian financial services licence (AFSL), overturning the Full Federal Court's previous decision in 2025. The product was available between ... |
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