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Showing 11 - 20 of 186 results for "Head of Advice"

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... clients who engage their accountant for tax advice and already have superannuation strategies in place, Stockspot head of advice Sarah King says they come to Stockpot because they want a well-diversified portfolio that's professionally managed. Of ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... best placed to provide advice and recognise that some members require more specialised support." Brighter Super head of advice Steven O'Donoghue said he's confident the partnership will deliver the right level of support for members. "We selected ...

Cbus appoints deputy investment chief

KARREN VERGARA  |  TUESDAY, 25 FEB 2025
... years. It recently lost its head of ESG Talieh Williams to BGH Capital. Last November, it recruited Matt King as head of advice, while former Industry Super Australia chief Bernie Dean permanently took on the position of chief strategy officer. The month ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
... its financial advice offering to the "missing middle" of members who wouldn't ordinarily seek advice. UniSuper head of advice and education Andrew Gregory told Financial Standard that the fund partnered with Ignition to build an "easy and simple solution" ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... innovative new functionality to our Xplan software that will transform how we serve and support our customers." Group head of advice for Count Andrew Kennedy echoed Willmer's statement: "Adam's appointment provides a great opportunity to strengthen ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... executive of Premium Wealth Management for many years until its acquisition by Australian Unity, where he became head of advice. Before that, he was head of sales and marketing at Australian Ethical, responsible for superannuation and managed investments. ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
A former Aware Super head of advice has been appointed chief retirement officer at Team Super ahead of its merger with TWUSUPER to create a $21 billion fund. Reporting to chief executive Vasyl Nair, Sarah Forman has taken up the new role at Team Super ...

Prime Super refreshes executive lineup

ELIZABETH FRY  |  FRIDAY, 29 NOV 2024
... Sydney. Before that, she was responsible for designing, developing, and leading the dealership services team as head of advice delivery at ANZ Bank, and also worked as general manager of advice services and head of products and marketing at National ...

Cbus appoints head of advice

ELIZABETH FRY  |  FRIDAY, 15 NOV 2024
Cbus has recruited a former CareSuper executive as head of advice. Matt King will be responsible for ensuring Cbus members have access to advice that meets their needs and supports them to achieve their best possible retirement, the fund said. At CareSuper ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... executive Jackson Millan Viridian Advisory senior financial adviser Amanda Ragkousis Sherlock Wealth owner and head of advice Andrew Sherlock Prosperity Wealth Advisers director and head of financial services Hamish Landreth Saltwater Financial Group ...