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STAFF WRITER  |  MONDAY, 19 MAY 2014
... We also look at the 2014/15 budget means for the wealth management industry and profile netwealth head of advice Simon Micallef. We also speak to the Shadow Financial Services and Superannuation Minister Bernie Ripoll for our back page profile. You can ...

netwealth Advice names head of operations

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
... Services, Financial Planning Services Australia and Bridgeport Financial Planning. Head of netwealth Advice Group Simon Micallef said: "The appointment of Roz has fulfilled our commitment to bolster the experience in the Group. "The netwealth Advice ...

Grandfathering pushes self-licensing

LAURA MILLAN  |  THURSDAY, 17 OCT 2013
... have restrictions in place that might not suit an adviser's philosophy," netwealth Advice Group head of Advice Simon Micallef said. "As a consequence of that and because the difficulties around grandfathering, I think there will be more advisers going ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
... will pave the way for a "strong and sustained" growth over the next year, netwealth Advice Group head of Advice Simon Micallef said. The group currently has a total of 60 advisers across three companies: Financial Planning Services Australia (FPSA) ...

Netwealth nabs AMP exec

JAMES FERNYHOUGH  |  WEDNESDAY, 4 SEP 2013
... restructure of the business announced earlier this year," head of netwealth Advice Group and general manager of FPSA Simon Micallef said. "FPSA has been undergoing significant change over the past 6 months as we reshape the business to offer increased ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
... based in Sydney, with the manufacturing part of the business to remain solely in Melbourne according to NAG's head Simon Micallef. NAG was launched March this year and is made up on Pathway Licensee Services, Financial Planning Services Australia (FPSA) ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
... Operations, Training, Strategic Projects, Strategy and Planning, and Compliance," head of netwealth Advice Group Simon Micallef said. "The new executive team is well placed to implement the change program recently announced to enhance the fnancial planning ...

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
... its own brand, existing general managers will now report directly to the new head of the netwealth Advice Group, Simon Micallef. The new group was born out of a strategic review of all of netwealth's fully owned subsidiaries. netwealth says the new structure ...

ING grows with self-employed advisers

COMPANY RELEASE  |  WEDNESDAY, 1 JUL 2009
... this type of adviser to take some time off by placing another financial adviser to fill the gap for a short time. Simon Micallef, general manager at ING Financial Planning, said this move is part of an overall strategy to develop ING's brand in the financial ...

RetireInvest streamlines advisory process

... choice' in the financial services market. National manager compliance and professional standards for RetireInvest Simon Micallef says the moves are design towards "improving efficiencies for advisers, enhancing the compliance program, ensuring clarity ...
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Editor's Choice

ASIC hits back at parliament: 'Simply not realistic'

ELIZA BAVIN
The financial regulator has hit back at suggestions it isn't doing enough to deal with community complaints.

The risks and opportunities in advice: SIAA

KARREN VERGARA
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice.

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN
Through the partnership, AMP Advice will introduce a new category of tailored managed portfolio solutions.

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.

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