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Showing 11 - 20 of 22 results for "Capital Advisory"

Investors flock to term deposits over equities

ANDREW MCKEAN  |  THURSDAY, 27 APR 2023
... growing preference among investors towards more secure and stable investment options amid market uncertainty. Capital Advisory financial adviser Michael Miller said investors tend to put their money into equities when they perceive the market as safe ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... Scheme isn't a credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the Scheme is provided for under the Social Security Act 1991 ...

Barrenjoey launches social purpose fund manager

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2022
... Evolution Trustees is the trustee of the fund, iPlatforms is the administration platform, Allen Partners provides capital advisory, Aksia handles research, and Ashurst is the fund's legal adviser. "Barrenjoey is proud to be creating a meaningful social ...

Household Capital acquires Pension Boost

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... such as super funds, to choose the best solution for now and into the future as their needs change. Household Capital Advisory Board chair Deborah Ralston concluded: "Home equity is a large part of a retiree's overall savings; the integrated platform ...

Financial adviser registration delayed

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... allow these improvements to be implemented. The registration obligation in stage one will remain with licensees." Capital Advisory director Michael Miller believes this is probably a minor, technical delay. "The Royal Commission recommendation was that ...

Karen Phin retires from Magellan board

CHLOE WALKER  |  WEDNESDAY, 21 SEP 2022
... and nominations committee since her appointment. Prior to Magellan, Phin worked as a managing director, head of capital advisory at Citi as well as managing director, head of capital management at UBS. Commenting on Phin's departure, Magellan chair ...

Appian appoints head of Australia, Asia

ANDREW MCKEAN  |  WEDNESDAY, 6 JUL 2022
Appian Capital Advisory has announced the appointment of Peter Nicholson as a senior advisor, head of Australia and Asia. Based in Perth, Nicholson will lead origination, transaction evaluation, due diligence and structuring. But, in addition to overseeing ...

Deborah Ralston joins Household Capital

JAMIE WILLIAMSON  |  THURSDAY, 13 MAY 2021
... he said. "We acknowledge the superb leadership provided by Jack Diamond, the outgoing chair of the Household Capital advisory board. Jack has been a serial innovator in retirement and superannuation for decades and a founding thought partner for Household ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... that of a full-service professional services firm across accounting and business advisory, wealth management and capital advisory." Prime Financial Group has four main business areas: accounting and business advisory plus capital (46% of revenue), wealth ...

SMSF administrator chief joins advice firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... the Prime team. "It's an exciting time to join Prime. As an integrated accounting, wealth management and capital advisory firm for business owners and family groups, it's on a growth trajectory, with already more than $1.1 billion in funds under ...