Search Results | Showing 11 - 20 of 88 results for %22Cooper Wealth Management%22 |
| | | ... Asset Management partner John Birkhold said the spreading COVID-19 virus had triggered a mass sell-off. "We are seeing wealth destruction on an epic scale triggered be the increasing reality of a global pandemic," he said. "Since February 20, when the ... |
| | | | ... for a period. He has also worked as a Mercer partner and was most recently the chief executive of Melbourne equities shop Cooper Investors. Beth McConnell has 30 years of experience and is an industry panel member at Australian Financial Complaints Authority ... |
| | | | ... authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton, Kearsten James of Cooper Wealth Management and Paul Bradford, principal adviser at Mentor Financial Services Group who all recently passed the FASEA exam. "I'm ... |
| | | | ... act in the best interests of their superannuation members. The regulator said it had sought to resolve concerns with the wealth manager over several years before launching the case. The federal court judge dismissed the regulators claims calling the ... |
| | | | ... Advice Rebecca Maher, The Fiscal Mum 2019 AFA/TAL Female Excellence in Advice Award Felicity Cooper, Cooper Wealth Management Tracey Ferguson, Ferguson Financial Planning Dawn Thomas, Wealthwise Tabitha Tworek, Insight Wealth Planning 2019 AFA Excellence ... |
| | | | ... excellence by improving their professional skills and knowledge". This year's finalists are Kearsten James of Cooper Wealth Management, Joseph Meawad of Trinity Financial Advisers, Ben Nash of Pivot Wealth, and Nicola Schneider of Robina Financial Solutions. ... |
| | | | ... more women to enter the industry and take on leadership roles." The finalists are Felicity Cooper of Cooper Wealth Management, Tracey Ferguson of Ferguson Financial Planning, Dawn Thomas of Wealthwise, and Tabitha Tworek of Insight Wealth Planning. AFA ... |
| | | | ... "pointless exercise". He went so far as to say: "Purely a revenue raiser. Follow the money trail." Director of Cooper Wealth Management Felicity Cooper responded to Raftery, saying: "I'm going to have to disagree with you on this one." She explained ... |
| | | | ... investments and superannuation moved into an expanded business arm. Moving BTFG in-house will see the departure of Brad Cooper, who has served as chief executive for more than nine years. Cooper will see through the transition of the businesses into ... |
| | | | ... recently the general manager of wealth at ASX-listed Yellow Brick Road. Former Schroders Australia chief executive Greg Cooper joined OpenInvest as a non-executive director in early 2019. |
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