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Showing 271 - 280 of 2809 results for "Advisory"

Acenda names inaugural chair

MATTHEW WAI  |  WEDNESDAY, 26 FEB 2025
... Investment and Financial Services Association (now the Financial Services Council), the Australian government's Fintech Advisory Group and Stone and Chalk. Notably, he was the chief executive of AMP between 2008 and 2013 and brings over 20 years' ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
... Former Fitzpatricks Financial Group chief executive Jodie Blackledge is joining the leadership team of AZ Next Generation Advisory (AZ NGA). Blackledge has been appointed group chief financial officer at AZ NGA, reporting to group chief executive Paul ...

Platinum staffers join Merlon Capital

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... hired two investment specialists from Platinum Asset Management and invited former AMP chief Andrew Mohl to join a new advisory board. Julian McCormack and Kirit Hira have joined the investment team as portfolio managers. McCormack spent almost a decade ...

BlackRock names regional insto client lead

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Lyons as a partner in 2016 following a three-year stint as founder and chief executive of Sydney-based boutique capital advisory Maltesian Capital. Maltisian Capital was formed in 2013 to connect people, capital and opportunities in the alternatives ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA  |  THURSDAY, 20 FEB 2025
... problems with the scheme. For the 2026 financial year estimate show that there are now 1092 claims relating to Dixon Advisory, of which 1030 are expected. These have an average cost of $121,000. Anderson said the CSLR is estimating a total cost for these ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... licence for the last few years. But with nearly 17 years' experience in practice development roles, including at Wilsons Advisory and Stockbroking, BT Financial Group, and Centrepoint Alliance, Ross said she felt that rising to more senior corporate ...

EQT brings new strategy to Australia

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... the introduction of EQT Nexus in 2023, providing access to its private markets strategies. The strategy is led by EQT advisory head of fund strategy William Vettorato, who said the heightened demand for evergreen infrastructure strategies strategically ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
Doug Tynan's GCQ Funds Management has picked up an Ellerston Capital manager to look after advisory groups in New South Wales and South Australia. Nathan Boroughs has been appointed distribution director and will work closely with GCQ distribution ...

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... acquired three firms, and we're targeting another four in the coming year," Sloane continued. "Our goal is to empower advisory businesses with the resources, expertise, and operational efficiencies needed to thrive."

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my clients] might have started ...