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Showing 11 - 20 of 125 results for "West Australian"

Boutique hires from AMP Capital

ANNABELLE DICKSON  |  THURSDAY, 17 JUN 2021
... portfolio specialist, Hannigan was responsible for the retail distribution to financial advisers in the NSW, ACT and West Australian markets. He joined AMP from Colonial First State where he was an investment consultant for nearly two years. Talaria ...

Euroz expecting spike in NPAT

KANIKA SOOD  |  WEDNESDAY, 3 FEB 2021
The West Australian diversified financials firm said it expects a 193% pcp increase in its unaudited net profit after tax to $25.1 million in the half ending December 2020. Underlying cash profits after tax were $10.9 million and non-cash (most of it ...

Investors going in blind: Research

ANNABELLE DICKSON  |  THURSDAY, 28 JAN 2021
Australians are entering the stockmarket guided only by word of mouth, independent research and social media posts, new research shows. Online trading platform eToro surveyed over 1000 Australian investors to find out where they are getting their advice ...

Adviser charged with stealing super

ELIZABETH MCARTHUR  |  FRIDAY, 2 OCT 2020
A West Australian financial adviser who has worked across some of Australia's largest licensees could face 15 years in jail after being charged with four counts of dishonest conduct in relation to hardship superannuation requests. Rahul Goel is ...

Responsible entity declares insolvency

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... Last week ASIC took action against Theta over the management and promotion of the Sterling Income Trust in the West Australian Federal Court. It is also taking action against Theta director Robert Marie. It is alleged Theta and Marie authorised five ...

Sunsuper, corporate super fund merge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAY 2019
... harvest. The super fund was established in 1945 on a not-for-profit basis. In 2015, the fund was opened to all West Australian grain growers as associates of the group. At the time of merging, CBH Super had about 1300 members and $300 million in funds ...

Two new faces join SMSF Association board

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... SMSF Association has added two self-managed super specialists to its board. Tracey Scotchbrook, vice chair of the West Australian Local Community, and Michael Houlihan, chair of the Victorian Local Community will join the board of the association. SMSF ...

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
A West Australian financial adviser was awarded the Association of Financial Advisers/TAL Female Excellence in Advice Award for 2018. Mt. Pleasant-based Donna Lee Powell was recognised for her work with women facing life-changing events. Commencing ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... scholarship for study via Kaplan Professional. Instead, Ward negotiated with Kaplan to provide scholarships to West Australian high school students considering a career in financial services. In presenting the scholarships, Leda presents a financial ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... business. It most recently won Morgan Stanley Wealth Management's managed accounts business and inked a deal with West Australian wealth manager Hartleys. It also signed a five-year contract with CMC Markets Stockbroking to provide portfolio based ...