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Showing 281 - 290 of 884 results for "Charter"

Former AMP adviser sentenced

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
A former authorised representative of Charter Financial Planning has been charged over what the judge described as a betrayal of his clients. Trevor Martin from Kiama on the NSW south coast was hit with 750 hours of supervised community service as part ...

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... to an actively managed, diversified Australian share portfolio, which uses the 23 principles of the Australian Ethical Charter to guide it towards investments which make positive impact on the planet, people, and animals. Australian Ethical head of client ...

TAL executive jumps to MLC Life

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2020
MLC Life Insurance has announced a new addition to its leadership team, hiring from TAL. Kent Griffin has been appointed as the insurer's chief financial officer having held the same position at TAL since 2012. MLC Life said Kent will lead both the ...

SMSF property adviser pleads guilty

ELIZA BAVIN  |  MONDAY, 24 FEB 2020
The director of a 'one-stop-shop' for SMSFs has pleaded guilty to 17 counts of aggravated deception and one count of dishonest dealings with documents. George Nowak, director of EJ Property Developments, formerly Charterhill, entered the guilty plea ...

De Ferrari unaware of legal action

ELIZA BAVIN  |  THURSDAY, 13 FEB 2020
... will imminently file charges against AMP Life, AMP Financial Planning and two of its financial planning subsidiaries; Charter Financial Planning and Hillross Financial Planning. Shine said it was investigating whether the group's financial advisers breached ...

AMP faces fresh class action

ALLY SELBY  |  WEDNESDAY, 12 FEB 2020
... imminently file the charges against AMP Life Limited, AMP Financial Planning and two of its financial planning subsidiaries Charter Financial Planning and Hillross Financial Services. The class action, which will claim AMP and subsidiary advisers received ...

Super fund reveals ASX 100 equality laggards

ALLY SELBY  |  TUESDAY, 11 FEB 2020
... worst performing financial services company was fintech Xero, coming in with a score of 53%. Property investment manager Charter Hall group also scored highly (88%), as did real estate investment trusts Dexus Group (85%) and GPT Group (83%). Challenger ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... advisers only fell by 5% to 11,083. AMP Financial Planning remains the largest licensee followed by SMSF Advisers Network, Charter, Morgans and Synchronised Business Services. AMP and its four licences is the largest advice licensee group but its margin ...

Property manager hires super fund head

ALLY SELBY  |  TUESDAY, 4 FEB 2020
Property investment manager Charter Hall has appointed a superannuation fund executive to lead the group's direct business. TelstraSuper head of real assets Miriam Patterson has scored the newly created role of fund manager at Charter Hall Direct, in ...

Investment Leadership Awards finalists revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 22 JAN 2020
... Opportunities Fund Vanguard MSCI Aust Small Co Index ETF AUSTRALIAN LISTED PROPERTY Australian Unity Property Income Fund Charter Hall Maxim Property Securities Fund Cromwell Australian Property Fund Cromwell Phoenix Property Securities Fund Ironbark ...