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Showing 11 - 20 of 115 results for "Hillross"

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
A high-net-worth financial advice firm formerly licensed by Hillross Financial Services has merged with William Buck. Brisbane-based Hillross Montefiore & Co. operated under the banner of William Buck as of yesterday. Director and private client adviser ...

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
... Midwinter as head of product earlier last month. Zietara was previously head of financial planning for Queensland for Hillross and AMP Financial Planning.

Midwinter appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
... delivery. Prior to this, Zietara held several senior positions at AMP. He was head of financial planning for Queensland for Hillross and AMP Financial Planning and was lead, advice success and innovation and lead, delivery, and adoption for AMP. "I am ...

Conditional release for former Hillross adviser

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
... period of two years after pleading guilty to false document charges. Wael Kourieh, who was an authorised representative of Hillross between 2010 and 2016, pleaded guilty to one count of making false documents and one count of using false documents under ...

AMP sued over corporate super misconduct

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... Superannuation, AMP Life (now Resolution Life NZ), AMP Financial Planning, AMP Services, Charter Financial Planning and Hillross Financial Services. It is alleged the misconduct saw AMP pocket more than $600,000 in financial advice fees from 1540 customers ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known as Hillross-Consilium. Prior to that, he worked for major institutions like IOOF, ANZ and Commonwealth Bank and BT, serving in ...

Former Hillross adviser pleads guilty

ELIZABETH MCARTHUR  |  TUESDAY, 13 JUL 2021
Wael Kourieh, who was an authorised representative of Hillross between 2010 and 2016, has plead guilty to false document charges following an ASIC investigation. Kourieh pleaded guilty to one count of making false documents and one count of using false ...

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... through AMP MyNorth platform, while Mercer is providing investment management services. Coral Coast is a representative of Hillross Financial Services and services clients in Far North Queensland. Coral Coast managing director Craig Armstrong said the ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... went to AMP-aligned Charter Financial Planning and eight went to IPAC Securities. AMP-aligned dealer groups Charter and Hillross were also among the licensees to shed the most advisers, losing 123 and 51, respectively. Demonstrating the exodus of the ...

AMP extends life insurance APL

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
... new additions. And, for the first time, the APL will be consistent across all AMP licensees; AMP Financial Planning, Hillross and Charter will now have the same APL. "Our advice research team undertook a rigorous industry review and tender process in ...