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| | ASIC has successfully helped convict a former CBA financial planner on appeal. ASIC, together with the Commonwealth Director of Public Prosecutions (CDPP), appealed the sentence of former Commonwealth Financial Planning adviser Ricky David Gillespie. ... |
| | | The former group chief executive of Lonsec has joined Perpetual Investments. Amanda Gillespie joins Perpetual in the newly-created role of general manager client solutions and strategy. Perpetual Investments group executive David Lane said the new role ... |
| | | A former BBY financial adviser has been banned for 10 years, while an ex-CBA adviser pleaded guilty to forging client documents, corporate regulator ASIC said. ASIC banned Perth-based Sergio Nicolo Belardo, a former authorised representative of stockbroking ... |
| | | Link Group is entering the digital advice sector with the acquisition of a company previously owned by Lonsec. Adviser Network provides digital advice services to Australian institutions, and will be incorporated into Link Group's Information Digital ... |
| | | Lonsec has sold its stockbroking business to a locally owned financial services clearing firm. FinClear, a provider of wholesale market access and outsourcing solutions, has acquired the broking arm which will continue to provide clients with exclusive ... |
| | | A banned former Commonwealth Financial Planning adviser has been charged for forging client documents. Following an ASIC investigation, Gold Coast man Ricky David Gillespie, 38, has appeared in the Southport Magistrates Court on one rolled-up charge ... |
| | | ... international and institutional banking chief executive Andrew GA(C)czy, the deputy chief executive of the same division, Gilles PlantA(C), is also leaving. Elliott said the changes simplify how the bank works internally and "allow us to bring greater ... |
| | | Lonsec Research has appointed a new chief executive following the departure of David Erdonmez in June. Joining the research house is former Energy Industries Super Scheme chief investment officer Matt Olsen. The appointment is effective immediately. ... |
| | | Lonsec Research has partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal ... |
| | | Lonsec has launched the next series of its Better Investment Outcomes metrics, this time including one that targets environmental, social and governance (ESG) concerns. As reported in Financial Standard, Lonsec's BIOmetrics are product rating tools ... |
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