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Search ResultsShowing 11 - 20 of 29 results for "AET"
IOOF offloads corporate trust business
KANIKA SOOD  |  THURSDAY, 13 SEP 2018
IOOF has sold its Australian Executor Trustees (AET) corporate trust business while retaining the AET private trust business, as it moves further in the direction of being an advice-led organisation. The buyer is financial services technology and infrastructure ...
IOOF continues organic growth trajectory
JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... transaction cements a long-standing and trusted relationship between the two organisations, with Australian Executor Trustees (AET) the appointed trustee for the majority of A1WA's advisory clients... Jon Morris, managing director and majority shareholder ...
AET appoints new head of corporate trust
HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
... trust at the IOOF subsidiary from next week, having most recently led the relationship and transaction management team at AET. IOOF group general manager for corporate development Julie Orr was pleased with the appointment of the 17-year AET veteran. ...
IOOF subsidiary partners with venerable global non-profit
ALEX BURKE  |  THURSDAY, 28 SEP 2017
... world's leading global private foundations, which has been in operation for more than a century. Australian Executor Trustees (AET), part of the IOOF group, will collaborate with Rockefeller Philanthropy Advisors (RPA), the philanthropic organisation ...
NAB sells trustee business to IOOF
JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
... Australia Trustees' offering as a strong strategic fit with IOOF's existing trustee business, Australian Executor Trustees (AET). "This acquisition demonstrates our commitment and belief that all Australians should have access to professional trustee ...
Perpetual hires former Count CEO
ALEX BURKE  |  FRIDAY, 10 FEB 2017
A new group executive will take the reins at Perpetual Investments in April. Before this role, David Lane was chief executive of Count Financial - the wealth management business established by industry luminary Barry Lambert in 1980. Prior to that ...
UniSuper announces tax referrals as intra-fund advice grows
ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... partnership follows similar arrangements with estate planning specialists Mills Oakley Lawyers and Australian Executor Trustee (AET). "Our philosophy is to partner with specialist firms who have a similar commitment to quality and deliver value for clients ...
IOOF division launches philanthropy services
LAURA MILLAN  |  THURSDAY, 10 DEC 2015
Australian Executor Trustees (AET), a division of IOOF, has launched a number of philanthropy solutions that will allow advisers access to structures that will benefit their clients. The firm has also assisted Queensland University of Technology (QUT) ...
Dunfo Capital AFSL canceled
STAFF WRITER  |  WEDNESDAY, 30 SEP 2015
Dunfo Capital, formerly known as GSM Financial Group, has seen its Australian Financial Services Licence (AFSL) canceled by ASIC. The financial services company's licence was suspended on February 2015, as ASIC gave Dunfo six months to meet its legal ...
PROFILE: Findex chief executive Spiro Paule
DARREN SNYDER  |  MONDAY, 27 APR 2015
You do not go from running a team of six to 3,000 and become Australia's largest financial advice company in the space of 15 years without a solid business strategy. Yet for Findex chief executive Spiro Paule, a self-confessed entrepreneur, the strategy ...
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