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Showing 11 - 20 of 28 results for "Superannuation Advisory"

ASIC takes action against RI Advice

ELIZABETH MCARTHUR  |  FRIDAY, 21 AUG 2020
... have to implement appropriate cyber risk management. ASIC named Anthony Hilsley, a financial adviser at Superannuation Advisory Service trading as Wise Financial Planning, in its concise statement. The regulator alleges RI Advice was informed in 2016 ...

Super consolidation to slash 60% of funds

HARRISON WORLEY  |  TUESDAY, 9 JUN 2020
... tailored to distinct and evolving demographic cohorts. "Funds often have to do 'more with less'." KPMG superannuation advisory partner David Bardsley said the strains caused by convergence of the need to invest to deliver better member outcomes, regulatory ...

Industry funds pulled back to the pack

HARRISON WORLEY  |  TUESDAY, 19 MAY 2020
... regarding how markets and their fund work and advice on how to rebuild their retirement savings." KPMG Superannuation Advisory partner David Bardsley said super fund liquidity has already been strained at a portfolio level. Coupled with a bear market ...

MetLife appoints KPMG super director

ALLY SELBY  |  MONDAY, 20 JAN 2020
A director of superannuation advisory at KPMG is set to join MetLife in a newly created role. Wendy Tse will join MetLife in April as chief of staff and external affairs. She will advise MetLife's clients on regulatory and government affairs, as well ...

GROW Super unveils admin platform

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
... SuperRatings before becoming chief executive in July 2014. He re-joined KPMG in July 2017 as a partner of superannuation advisory.

KPMG partner moves to GROW Super

KARREN VERGARA  |  MONDAY, 8 APR 2019
... SuperRatings before becoming chief executive in July 2014. He re-joined KPMG in July 2017 as a partner of superannuation advisory. Gee currently serves as the Association of Superannuation Funds of Australia's (ASFA) New South Wales state executive committee ...

Super industry critiques PC draft report

KARREN VERGARA AND STEPHEN FAY  |  WEDNESDAY, 20 JUN 2018
... phase - valued at $760 billion - the incentive to provide that advice is not there, he said. Adam Gee, a superannuation advisory partner at KPMG Australia, told the PC if the best-in-show proposal was to operate successfully for all parties, better quality ...

Two-tier super system emerging: KPMG

HARRISON WORLEY  |  WEDNESDAY, 16 MAY 2018
... Commenting on the firm's expectations that superannuation regulatory changes will not end immediately, KPMG superannuation advisory partner Adam Gee said Royal Commission scrutiny on the vertical-integration business models used by wealth businesses ...

OneVue appoints new Super Services COO from KPMG

ALEX BURKE  |  FRIDAY, 4 MAY 2018
... new chief operating officer. Melissa Gomes joins OneVue from KPMG, where she was associate director of superannuation advisory risk consulting. Prior to that, she held three roles at the Harwood Superannuation Fund: audit and risk manager, fund administration ...

Time to review MySuper effectiveness

DARREN SNYDER  |  FRIDAY, 1 JUL 2016
A superannuation advisory group says now is an opportune time for funds and members to review MySuper offerings and question whether it's the solution they were looking for. One of superannuation's largest reforms, the transition of default members ...