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Showing 11 - 20 of 23 results for "Netwealth Investments"

Netwealth appoints joint managing director

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... has now been appointed joint managing director, with responsibilities over the business' platform operator netwealth Investments, Financial Planning Services, Pathway Licensee Services and Bridgeport Financial Services. The group's chairman Jane Tongs ...

ASIC accepts EU from two advice firms

LAURA MILLAN  |  TUESDAY, 24 SEP 2013
... representative and director of Lotus Securities Limited, submitted approximately 10 to 15 change of adviser forms to netwealth Investments Limited. The clients did not consent to the transfer, which effectively moved them from WealthSure to Lotus Securities. ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
... Hillross Financial Services Finalists Private Word magazine App NAB Private Wealth netwealth accellerator netwealth Investments Riskfirst Rapid MLC Fast Fact Finder IOOF Best New Investment Product of the Year Winner UBS iQ Research Preferred Australian ...

netwealth naked wrap slashes fees to 35bp

LINDA HAUSKEN  |  THURSDAY, 19 JUL 2012
netwealth Investments has launched a next generation Wealth Accelerator naked wrap that slashes platform fees down to a low 35bps. The Wealth Accelerator wrap is the latest platform designed in response to the FOFA legislation and the push to fee transparency ...

netwealth unbundles super

MELANIE TIMBRELL  |  TUESDAY, 1 MAY 2012
... tailor investment and insurance requirements to the desired fee level. Matt Heine, executive director at netwealth investments said the Super Accelerator was designed as an alternative to industry funds and bank-owned products. "It is becoming more difficult ...

Netwealth LifeWRAP goes live

ELISE BURGESS  |  FRIDAY, 22 OCT 2010
Netwealth Investments' integrated insurance facility for its platform clients, LifeWRAP, is now live, providing a centralised platform for netwealth planners and advisers. The product has moved from its beta stage in September and opened up across a ...

Netwealth partners with AIA on insurance

NEWS RELEASE  |  WEDNESDAY, 22 SEP 2010
Netwealth Investments has launched LifeWRAP, a new integrated insurance facility for netwealth platform clients, developed with insurer AIA. LifeWRAP provides netwealth planners and advisers with a centralised platform, enabling them to service not ...

Netwealth expands distribution

NEWS RELEASE  |  TUESDAY, 21 SEP 2010
Platform and financial services provider netwealth Investments has appointed a former national HNW manager at Credit Suisse, Alexander Ordon, as senior distribution manager for the northern region. Besides Ordon, netwealth said it plans to make further ...

SelectingSuper unveils 2009 top super funds

RUTH LIEW  |  FRIDAY, 6 NOV 2009
... Gibbs. Meanwhile, REST Super won the Fund of the Year award, beating fellow finalists CareSuper, HostPlus and netwealth Investments for the crown. CareSuper however managed to win two awards - Workplace Super Product of the Year - Value Choice and the ...

Rainmaker Marketing Excellence Awards 2009

... Bennelong Funds Management Finalists www.vanguard.com.au - Vanguard Investments www.netwealth.com.au/admin - netwealth Investments www.btim.com.au - BT Investment Management Best Website of the Year (Financial Planning) Winner www.mercerwealthsolutions.com.au ...