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Showing 11 - 20 of 28 results for "Advice Partnerships"

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
The former head of advice partnerships and membership at the Financial Planning Association of Australia (FPA) has linked with Centrepoint Alliance. Jason Tattershall has been appointed as the second growth manager at the advice services group, taking ...

NAB appoints new regional advice GM

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... the future." As a result of NAB's restructure, aimed at "simplifying its business," NAB general manager of advice partnerships Ross Barnwell and NAB Financial Planning general manager Tim Steele joined the bank's consumer banking and wealth leadership ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
... the future." As a result of NAB's restructure, aimed at "simplifying its business," NAB general manager of advice partnerships Ross Barnwell and NAB Financial Planning general manager Tim Steele will join the bank's consumer banking and wealth leadership ...

NAB Wealth hire targets growth

EMMA RAPAPORT  |  WEDNESDAY, 12 APR 2017
... experience in the wealth management industry, having also previously worked with AXA. NAB general manager of wealth advice partnerships, Ross Barnwell, said it was vital for the business to continue to grow its adviser network to give more Australians ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... appointment a new general manager. Stephen Poole, who is currently manager of business growth for NAB and MLC's advice partnerships in Queensland, will take on the role. Prior to joining NAB he was chief executive officer of Keystone Partnership and ...

Future of advice to be shaped by the customer

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
... between digital and face to face advice will be determined by the customer, according to general manager of advice partnerships at National Australia Bank, Ross Barnwell. Speaking with Financial Standard, Barnwell made note that when it comes to the ...

FPA makes key policy and membership appointments

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... Financial Planning Association of Australia (FPA) has made three key appointments in the roles of head of advice partnerships and membership, head of policy and policy manager. Jason Tattershall has been appointed head of advice partnerships and membership. ...

MLC adds to advice partnerships team

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
MLC has announced the appointment of its head of practice development. Michael Downey has joined the MLC advice partnerships team, brining nearly 30 years of industry experience. Having commenced the role in late May, Downey is responsible for developing ...

MLC appoints advice GM

ALEX BURKE  |  FRIDAY, 29 APR 2016
... new general manager, MLC Advice. Jasia Fabig has taken up the newly-created role having previously been MLC Advice Partnerships' head of practice development. Prior to that, she was head of sales and strategy at St. George Financial Planning. Her appointment ...

Gen X and Y not looking to robo advice

KERRIE SYDEE  |  THURSDAY, 21 APR 2016
... distribution at ING DIRECT, said: "Relationships have always been the cornerstone of successful and sustainable advice partnerships and it's refreshing to see that the more digitally-savvy younger Australians recognise the value of face-to-face financial ...