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Showing 251 - 260 of 574 results for Kerrie Sydee

VicSuper hires distribution executive manager

KERRIE SYDEE  |  TUESDAY, 16 AUG 2016
VicSuper has appointed an executive manager, distribution and has flagged a commitment to future growth through distribution. With more than 15 years' experience in the financial services industry, Joshua Parisotto will step into the newly created role. ...

MLC adds 56 new options to investment menus

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
MLC has added 56 new investment options to the MLC Wrap and MLC Navigator investment menus. The new investment options give financial advisers access to additional high quality managed funds when building their client investment portfolios. General ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
Zenith has awarded the DNR Capital High Conviction Australian Equities Fund a 'Recommended' rating, twelve months after the fund was launched. The fund is based on the DNR Capital Australian Equities High Conviction strategy that was previously only ...

AU wins Herston Quarter mandate

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
The Queensland Government has confirmed Australian Unity as the preferred tenderer for the $1.1 billion Herston Quarter project in Brisbane. Australian Unity plans to develop and play a continued role in an integrated health, ageing and research precinct ...

Pension changes will impact retirement adequacy

KERRIE SYDEE  |  FRIDAY, 12 AUG 2016
Impending changes to the aged pension asset test thresholds will have a significant impact on the number of couples able to achieve a comfortable retirement, according to new research from Willis Towers Watson (WTW). The joint research from WTW and ...

AAT upholds ASIC adviser ban

KERRIE SYDEE  |  FRIDAY, 12 AUG 2016
The Administrative Appeals Tribunal (AAT) has upheld a decision to permanently ban a Sydney finance broker. Shiv Sahay of Lidcombe NSW, was permanently banned from providing financial services and engaging in credit activity following an ASIC investigation ...

Kaplan launches adviser diagnostic tool

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
Kaplan Professional, in partnership with the University of New South Wales, has launched a new diagnostic tool that will provide a scientifically validated assessment of an adviser's technical knowledge and skill. The tool, Kaplan-UNSW Global Diagnostic ...

Bell FG delivers flat HY profit

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
Bell Financial Group has delivered a half year net profit of $5.7 million, the same profit the group delivered in 1H 2015. Revenue was up by 2% in 1HY 2016 to $84.7 million, slightly higher than the $83 million recorded in 1H 2015. The group has declared ...

SMSF trustee fined $40K for SIS breaches

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
An SMSF trustee was fined $40,000 for 30 separate breaches of the SIS Act and ordered to pay the ATO's costs of $14,000. A trustee of the Felix Super Fund, Michael Rodriguez, was handed the fine after an ATO audit found that Rodriguez was using the ...

AFA calls on members to reject constitution change

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
The Association of Financial Advisers (AFA) is calling on members to reject a call for an extraordinary general meeting (EGM) to pass a special resolution to change the AFA constitution, following an adviser's request via the Life Insurance Customer ...