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Showing 11 - 20 of 59 results for "Shannon"

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... fund manager announced the changes amid the super offering having recently hit $500 million in assets under management. Shannon Nutter became the head of the super business in an acting capacity when the inaugural superannuation lead Michael Lovett announced ...

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... with our thanks and best wishes for the future," Shrimski said. Vanguard's current head of proposition and experience Shannon Nutter will act as head of super while plans for the succession of Lovett's role are finalised. Lovett took on the head ...

Vanguard unveils positive impact fund

RACHEL ALEMBAKIS  |  TUESDAY, 18 OCT 2022
... Baillie Gifford believes that investment returns and impact go "hand in hand", Baillie Gifford head of Australia Rosemary Shannon said. "In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive ...

AZ NGA appoints head of business improvement

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
AZ Next Generation Advisory (AZ NGA) welcomes Shannon Wood to the newly created role. Previously, Wood has held general manager, practice manager positions at several boutique financial planning businesses including Fruition Wealth and Bright Wealth. ...

ANZ to purchase Suncorp Bank for $4.9bn

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
ANZ has agreed to acquire Suncorp's banking arm for $4.9 billion, calling it a vote of confidence in Queensland's future. To help fund the acquisition, ANZ it is raising $3.5 billion via a fully underwritten pro rata accelerated renounceable entitlement ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... Whelan who has been confirmed as permanent chief executive. Whelan has been acting in the role since August 2021 when Shannon Bernasconi left the company, then called WealthO2. Whelan has led the firm through its merger with Roar and NEO and subsequent ...

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... WealthO2's co-founder and chief executive has suddenly departed the company as two directors are appointed to the board. Shannon Bernasconi has left WealthO2 after six years at the helm. She previously left her role as managing director of Calastone ...

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
... and effectively cater to all clients and all advice businesses," he said. Also joining Praemium's distribution team is Shannon Victor as a business development manager in Queensland. She joins from Zurich OnePath, having also held roles at ANZ and Suncorp. ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... professional manager to their client, compared to the often higher cost equivalent SMA product," WealthO2 chief executive Shannon Bernasconi said. "The MDA best of breed service is a logical extension to WealthO2's existing discretionary and non-discretionary ...

WealthO2 launches adviser app

KARREN VERGARA  |  TUESDAY, 22 JUN 2021
... Commission and are even more aware of possible hidden fees and lack of transparency," WealthO2 co-founder and managing director Shannon Bernasconi said. Bernasconi added that advisers have told her that many of their clients are more engaged with their ...