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Showing 11 - 20 of 160 results for "Head of Advice"

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... risks to their financial stability," Lusher said. Stress testing is also common practice with Robert Devlin, the head of advice and partner Tribeca Financial. This is to ensure that clients can proactively plan for what the future might hold and help ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... will enable us to do just that." Under his new home, Chew is a senior financial adviser and takes on the role of head of advice. After approaching Vista, Chew said he was "really excited about Vista's vision and values" and impressed by the number ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... for paraplanners to access specified client records through the Midwinter financial advice software. Midwinter head of advice Stacey Cowan said the financial advice software company is "thrilled to be partnering with leading paraplanning providers to ...

New product lead at Equip Super

ELIZABETH FRY  |  FRIDAY, 28 JUL 2023
... responsible for strategy development, planning, project governance, and execution. Earlier he spent four years at AMP as head of advice and six years at AXA running platform operations. The addition of the former Mercer heavy hitter with deep roots in ...

Australian Retirement Trust makes three leadership appointments

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... executive general manager of advice, guidance and education. It's an elevation for Fuchs, whose title was previously head of advice, guidance and education. ART said this is a reflection of its "ongoing strategic commitment to the external financial ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... financial interests, guiding emotionally driven investors towards apt solutions for investment success. Brighter Super head of advice Steven O'Donoghue says that members can be driven by emotions in their investments or retirement, even though a trustee's ...

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
... was general manager of advice solutions at AMP Advice for one year, having previously spent close to two years as head of advice quality. She also held a raft of leadership roles within ANZ Wealth over the course of close to a decade. "Melinda has a ...

Financially stressed Aussies believe advice could improve well-being

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... trust and 33% believe they can manage their own finances. Only 32% currently access advice in some capacity. ART head of advice Anne Fuchs said Australians know advice can make a difference and want to access it. "But if the vast majority face barriers ...

UniSuper appoints new head of advice

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
UniSuper welcomed Andrew Gregory as its new head of financial advice and education, joining from a private wealth firm. Gregory commenced in the new role earlier this month, leaving behind the position of chief executive of Melbourne-based Arrow Private ...

Padua appoints general manager, sales

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... WA for Midwinter Financial Services. He will work alongside its head of sales and distribution Brett Canning and head of advice sales Joey McCann. A statement explained Lagudi will be responsible for propelling the sales effort at Padua, as well as developing ...