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Showing 11 - 20 of 24 results for "PADUA"

Padua hires head of sales

ELIZABETH FRY | FRIDAY, 4 NOV 2022

Padua Solutions has appointed Steve Toth into the newly created position of head of sales, distribution and account management. Toth joins the fintech with experience across several industries, and has previously been head of sales for companies including ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI | FRIDAY, 21 OCT 2022

... financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year. According to the Padua Advice Fee Data Report, FY 2022 ongoing advice fees charged by advisers on a per advice document basis has also risen ...

Padua amplifies research capabilities

CHLOE WALKER | TUESDAY, 27 SEP 2022

... created role of senior research analyst. With over a decade of experience in both public and private sectors, Brown joins Padua following five years as a paraplanner. Prior to that, she worked as a senior financial adviser at Westpac Financial Planning. ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN | THURSDAY, 22 SEP 2022

Padua Solutions co-founder and co-chief executive Anne-Marie Esler explained to the audience at the Association of Financial Advisers' (AFA) Thrive Conference that there are four key challenges facing the financial services industry. There are four ...

Padua appoints general manager, sales

CASSANDRA BALDINI | TUESDAY, 30 AUG 2022

Padua Solutions has named Michael Lagudi as its new general manager, sales. Lagudi, who commenced in the newly created role last week, is based in Sydney and reports to Padua co-founder Matthew Esler. He joins from Challenger where he held the position ...

Padua launches new adviser tool

CASSANDRA BALDINI | THURSDAY, 16 JUN 2022

Padua Solutions has launched a new robo advice generation tool for financial advisers aiming to help significantly cut down turnaround times, lower the cost of advice, and improve client engagement. Padua co-founder Matthew Esler said the tool was designed ...

Padua appoints head of technical advice

CHLOE WALKER | WEDNESDAY, 8 JUN 2022

... across its software, services, research and data divisions. With over 23 years' experience in financial advice, Haddad joins Padua from Wealth Market, where he was head of practice management and technical advice delivery. Haddad has also held senior ...

PADUA closes capital raise

ANNABELLE DICKSON | MONDAY, 22 NOV 2021

... institutional investors. Acorn Capital provided a $4 million investment while Microequities' Private to Beyond the IPO fund and PADUA's corporate advisors Tiger & Bear Partners also participated in the raise. The funding will enable the business to continue ...

PADUA accelerates distribution effort

KARREN VERGARA | THURSDAY, 29 JUL 2021

As it ramps up its expansion strategy, PADUA Financial Group has appointed a distribution lead from BT Financial Group who will be joined by three new hires. Brett Canning joins PADUA as head of sales and distribution after spending over 20 years at ...

Reality TV star joins advice fintech

KARREN VERGARA | TUESDAY, 27 JUL 2021

... currently starring in a reality television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously he served in senior management roles at Count Financial, most recently ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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