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Showing 11 - 20 of 22 results for "William Buck"

Findex launches debt advisory business

ALEX BURKE | MONDAY, 4 JUN 2018

... previously a senior partner with Findex who oversaw the business advisory team. Before that, she was a principal at William Buck and a manager at DFK Australia and New Zealand. She has also held roles at Semmons and Bentleys. Driscoll said she was "privileged ...

Findex names new managing partner

ALEX BURKE | THURSDAY, 22 MAR 2018

EQT names manager for major philanthropy client

ALEX BURKE | THURSDAY, 1 MAR 2018

Equity Trustees appointed a grants program manager to oversee one of Australia's largest philanthropic trusts. Ferdi Hepworth takes on the key role for the William Buckland Foundation, which was established in 1964 and has distributed more than $105 ...

Prime accounts called into question by auditor

ALEX BURKE | TUESDAY, 3 OCT 2017

... independent auditor was unable to provide an opinion of Prime's annual report due to insufficient audit evidence. William Buck said the basis for its disclaimer of opinion were questions about Prime's employee share plan (ESP), which Prime proposed to ...

Boutique adviser names key hires

KERRIE SYDEE | TUESDAY, 1 NOV 2016

Profile Financial Services has made two senior appointments from NAB Asset Management and William Buck. Joining Profile as head of investments is Jerome Bodisco. He brings extensive experience across a range of asset classes and managers and has a strong ...

Boomers driving interest in PAFs

MARK SMITH | TUESDAY, 17 MAY 2016

... (PAFs) following liquidity events such as the sales of a business, according to national accounting and advisory firm William Buck. A PAF is a philanthropic trust structure which allows people to take a more planned and tax efficient approach to their ...

BT reveals winners of national awards

STAFF WRITER | WEDNESDAY, 19 AUG 2015

... Securitor, while the national winner of the Licensee Select award was DMG Financial. Licensee Select finalists were William Buck Wealth Advisors, from New South Wales, and Moore Stephens Sydney Wealth Management, which will rename as Pitcher Partners ...

Free service may help advisers bypass FoFA costs

JAMES FERNYHOUGH | THURSDAY, 6 JUN 2013

... launched at the end of May, and is already on the approved product list of several advisory and dealer groups, including William Buck Wealth Advisors (NSW) Pty Ltd. Murray also said Curve is exploring the possibility of incorporating TD Gateway into ...

Plan B appoints new group executive, product and distribution

CLAIRE MCGREAL | WEDNESDAY, 26 OCT 2011

... held specialist senior management, sales management and business development roles. Previous employers include MLC, William Buck and Macquarie Private Wealth. "I am delighted to be joining Plan B and returning to my roots in the financial advice sector," ...

MAB in hiring spree

ALEX DUNNIN | FRIDAY, 3 AUG 2007

... joins as a compliance and funds administration officer from AXA, and John Ryan joins as a financial accountant from William Buck Chartered Accountants.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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