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Showing 11 - 20 of 47 results for "Personal Financial Services"

FPA welcomes new board members

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... Standard Power50 for 2022 this week. Meanwhile, Martyn is director, principal and financial adviser at Personal Financial Services. Prior to that she spent time at KPMG as its director and held a senior adviser role at National Australia Bank. Khao is ...

Austbrokers Life, Australian Unity partner

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
Austbrokers Life and Australian Unity Personal Financial Services (AUPFS) are partnering to offer clients access to a broader set of capabilities focused on enhancing financial wellbeing. AUPFS will deliver strategic and other support to Austbrokers ...

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
A former authorised representative of Australian Unity Personal Financial Services was handed a five-year ban for telling clients MySuper options are more expensive and to opt out of the products. Christopher Chan will serve a five-year ban for writing ...

Westpac names chief financial officer

ELIZA BAVIN  |  TUESDAY, 14 JUL 2020
... chief financial officer title in a number of departments including banking, wealth, New Zealand and personal financial services. He was also the chief executive Pacific and managing director mortgaged and general manager transformation, during his time ...

How much a self-licensee spends on compliance

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... spends on compliance for every $100 of its revenue. Speaking at the FPA Congress, Angela Martyn of Personal Financial Services said $4.50 for every $100 of revenue is currently going towards compliance, including personal indemnity insurance, memberships ...

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... dealer group has added its third former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief commercial officer. ...

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
... services to all Australians," Mead said. The new trustee business forms part of Australian Unity's Personal Financial Services group, which provides strategic financial advice, finance broking and risk broking. It is the first traditional trustee financial ...

Australian Unity enters trustee services

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... and varied superannuation positions," he said. The move was earmarked in 2015, when Australian Unity Personal Financial Services acquired estate planning firm Flinders Australia, giving Australian Unity access to Flinders' estate planning, executor and ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... non-executive director of AdviserLogic. Notably he has been the general manager - advice for Australian Unity Personal Financial Services and the chief executive of Premium Wealth Management. AdviceIQ Partners is a boutique, service focused advice group ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... including chief executive of Premium Wealth Management, general manager-advice for Australian Unity Personal Financial Services, head of sales and marketing at Australian Ethical Investment and general manager of Glebe Asset Management. "In appointing ...