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Showing 11 - 20 of 66 results for "Personal Insurance"

Former Westpac adviser permanently banned

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUN 2019
... consideration when he advised them to switch their superannuation to a product issued by BT and to also take out personal insurance. He also recommended BT insurance and super products to all his clients without investigating their existing products. ...

ME Bank adds new chair, directors

ELIZABETH MCARTHUR  |  TUESDAY, 30 APR 2019
... technology, banking and insurance industries. He was previously chief executive of One Big Switch, FiftyUp Club and Personal Insurance and chief information officer at Insurance Australia Group. Before that, held multiple roles at Westpac including as ...

MetLife names chief operating officer

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... held senior leadership roles at Suncorp spanning 11 years, the most recent being executive general manager of personal insurance distribution.

Former Suncorp executive joins MetLife

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
... held senior leadership roles at Suncorp spanning 11 years, the most recent being executive general manager of personal insurance distribution. For seven years he led the direct distribution, administration and servicing business. He helped build Suncorp's ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth individuals and business ...

Advice firm enters insurance market

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... insurance is truly working in their best interest." The opportunity to offer new and existing clients with personal insurance that is aligned to their needs, without the worry of commission is an important, progressive step for Hewison, and the financial ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
... initiative, said the firm had identified insurance as a key area for clients. "The low level of understanding of the personal insurance offering, including the different types of insurance and the level of cover needed, requires a professional solution ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... interest to do so. She also churned insurance policies by asking clients to cancel existing ones and apply for personal insurance issued by CommInsure, and on several occasions cancelled clients' existing insurance prior to the replacement cover being ...

ASIC successfully files injunction against Melbourne advice provider

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... receive financial advice. The financial advice offered by Financial Circle Pty Ltd recommended consumers purchase personal insurance products and switch superannuation funds. Financial Circle benefited by way of the significant advice fees being payable ...

Spring FG exec transfers to risk advisory firm as part of new partnership

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... Fairbridge Financial Services so as to expedite the process of migrating Spring FG clients to Fairbridge's personal insurance services. Under the new partnership, Fairbridge will be responsible for the implementation of risk strategies and insurance ...