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Showing 3031 - 3040 of 3274 results for "Associate"

Thoms re-emerges at Godfrey Pembroke

... services," says principal of the business Mark O'Toole. The Godfrey Pembroke Melbourne office has seven staff including three associate planners, a practice manager, paraplanner and administration coordinator. "Gordon will be a great asset to the business ...

Oasis enters big league with $3 billion

Oasis Asset Management, through its Oasis platform, has passed the $3 billion barrier in combined investments from its advisers and 45,000 associated investors. Oasis Managing Director, Wayne Lowe, says "exceeding $3 billion in FUA is a pleasing achievement ...

ASGARD consolidates SMA funds

... default investment options which are traditionally the weakspot for master trusts" says Andrew Keevers, Rainmaker's associate director of research. ASGARD will be conducting briefings later this month to explain these developments in more detail. According ...

New Heron product assists with super fund comparisons

The Heron Partnership has launched a new online product to facilitate a meaningful comparison between the different superannuation funds in the market. The new offering is called Heron Advisor and provides 150 points of comparison between competing ...

US Clean Tech opportunities opened to local market

... investment opportunities in North America, Europe and Asia. The US team is made of division director Peter Martenson and associate directors, Eric Becker and Rick Fratus who were previously with US private equity manager, Pacific Corporate Group LLC. ...

NESS gets APRA licence

The superannuation fund for employees in the electrical and associated industries in NSW and the ACT, NESS, has obtained its Australian and Prudential Regulation Authority (APRA) licence. The completion of the process makes NESS the first non-public ...

ASIC nabs planner and catches two directors

The Australian Securities and Investments Commission (ASIC) has brought fraud charges against a former National Australia Bank (NAB) adviser and two directors of a financial services company. Paul Drakos, an authorised representative of NAB lost a total ...

Russell offers multi-manager funds to retail market

Russell Investment Group has released a range of institutional quality multi-manager funds specifically targeted towards financial advisers and direct high net worth investors. The new offering, called the Russell Private Investment Series, encompasses ...

ASIC shuts down property investment companies

The Supreme Court of Victoria has granted an Australian Securities and Investments Commission (ASIC) application to have Casey Downs Retirement Villages and Ambridge Retirement Management Services wound up. The order to have the two property investment ...

Mercer grows advisory team

... Wealth Solutions has chosen Richard Carey to join its financial advisory team in the capacity of financial adviser and associate of the firm. Carey brings over 20 years finance industry experience to Mercer. He has held both domestic and international ...