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Showing 251 - 260 of 1117 results for "accountant"

Blue Sky appoints CFO

KANIKA SOOD  |  MONDAY, 7 JAN 2019
... Blue Sky said in company filings on December 24. Walker holds an MBA from the University of Queensland, is a chartered accountant and a member of the Australian Institute of Company Directors. Blue Sky still has two key roles to fill: the chief executive ...

Frontier Advisors builds investment team

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... performance and risk analytics team where he worked with industry funds. He has a CFA, has worked as a senior fund accountant and speaks Malay and Mandarin. Prior to NAB, he was a an analyst with corporate advisory firm Dragon Tree Capital, working on ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
... respondents invested in a wealth management product with the help of a professional adviser such as a financial planner and accountant. Clients that have up to $125,000 in either superannuation and managed funds will highly unlikely use a professional ...

Class enhances XPLAN integration

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets. Users will be able to vie all investments held within Class and XPLAN, including unlisted assets such as direct property. ...

CountPlus acquires interest in integrated wealth firm

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of selective ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
About one-in-three financial advisers aligned with some of Australia's largest institutions are female but women still represent less than one quarter of all advisers. Latest insight from Rainmaker shows the gender diversity of Australia's financial ...

More than half of advisers without association membership

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
Latest research suggests more than half of the financial advisers in Australia are not affiliated with any industry association, despite the impending professional standards reform. Rainmaker analysis shows just 12,400 of Australia's financial advisers ...

Advice firm hires for increasing regulatory environment

KANIKA SOOD  |  TUESDAY, 6 NOV 2018
A prominent financial advice and accounting firm is welcoming a director of financial reporting to assist in the management of an increasing regulatory environment. HLB Mann Judd has hired Michelle Warren in the newly created role. Warren will oversee ...

Firetrail calls off $305m IPO

KANIKA SOOD  |  WEDNESDAY, 17 OCT 2018
... across its two strategies. It was set to pay $9.4 million in expenses to joint lead managers, legal, investigating accountant, ASX, ASIC for lodgement and others, for the $304.5 million offer. Actual spend would have been lower at the $100 million plus ...

SMSFs: Who, what, where, when and how

JAMIE WILLIAMSON  |  MONDAY, 15 OCT 2018
... SMSF, with Smith saying it is often the case that an SMSF will have attracted a group comprising a lender, lawyer, accountant, real estate agent in addition to the adviser "Many of those business partners are not exposed to internal and external dispute ...