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Showing 11 - 20 of 65 results for "APT"

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... making a positive impact for many years," Creasy said. Other award winners were: FPA Professional Practice of the Year Award: Apt Wealth (NSW) FPA Financial Planner of the Year Award: Leanne Bielik FPA Advice Innovation Award: Daniel Thompson FPA Paraplanner ...

Greater diversity needed outside ASX 200: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 19 OCT 2021
Close to 100% of the companies in the ASX 200-500 are led by men, with the pipeline to leadership roles also dominated by men, according to new research. Talent Search Haus, an executive recruitment firm based in Sydney, analysed the leadership teams ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Bastion Financial Group (WA) Mark O'Flynn - Tupicoffs (QLD) FPA Professional Practice of the Year Award Alman Partners (QLD) APT Wealth (NSW) Enlightened Financial Solutions (QLD) FPA Financial Planner AFP of the Year Award Leanne Bielik - 2020 Wealth ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
Fitzpatricks Private Wealth has appointed a Victorian regional manager to expand its presence in the state. Daniel Proietto will step into the position, after most recently working as an independent business consultant, advising investment managers ...

High Court dismisses Westpac appeal

JAMIE WILLIAMSON  |  WEDNESDAY, 3 FEB 2021
... member objectives were taken into account when recommending the rollover service. "Given that Westpac's marketing was apt to create precisely that impression, it can hardly complain that it succeeded. Nor can it sensibly be suggested that the impression ...

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
A national advice firm has merged with a Victoria-based firm as part of a growth push. Apt Wealth Partners has announced it has merged with Unified Financial Services, led by Michelle Tate-Lovery, as part of its growth strategy. Apt Wealth Partners ...

Gender doesn't influence company returns: Research

ELIZA BAVIN  |  MONDAY, 26 OCT 2020
Analysis of ASX 300 companies since 2005 has shown a 33.1% rise in women filling non-executive director (NED) roles has had no influence on company returns. The Ownership Matters (OM) study examined the total shareholder return for each company, during ...

Milestone Group appoints APAC lead

ALLY SELBY  |  TUESDAY, 8 SEP 2020
The head of Asia Pacific for RBC Investor and Treasury Services has been appointed to lead Milestone Group's regional business... and Australia's recently consolidated super funds are in her sights. Industry veteran Marian Azer has nabbed a ...

State Street warns of dot-com parallels

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
State Street Global Advisors has warned the current rally in equities markets parallels that of the dot-com boom, as price to earnings multiples continue to expand. Since the March 23 low, the ASX All Technology Index, which features the likes of buy-now-pay-later ...

Aussie analysts share COVID-19 investment tips

ALLY SELBY  |  THURSDAY, 30 APR 2020
... in the market right now. "The saying goes that the best time to buy property was 10 years ago. It's crude but it's apt, and it's the same as the stock market," he said. "Any young person should be looking to invest as soon as possible, for ...