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Showing 321 - 330 of 574 results for Kerrie Sydee

New state manager for Synchron

KERRIE SYDEE | WEDNESDAY, 13 JUL 2016

Leading non-institutionally aligned licensee, Synchron has appointed a new Queensland state manager following the retirement of current state manager Gerry Porter. Gee Vas will undertake the role, joining Synchron from Zurich where she held the role ...

ING exec moves to Core Logic

KERRIE SYDEE | WEDNESDAY, 13 JUL 2016

Executive director, customer delivery at ING Direct, Lisa Claes has resigned from the company to step into a senior role at Core Logic. Claes will leave ING at the end of July, taking on the role of chief executive for the Australia and New Zealand ...

NAB appoints independent customer advocate

KERRIE SYDEE | TUESDAY, 12 JUL 2016

National Australia Bank (NAB) has appointed an independent customer advocate to support its retail and small business customers in resolving serious complaints. Catherine Wolthuizen will step into the newly created banking role as NAB commits to the ...

MGD sets focus on risk and succession

KERRIE SYDEE | TUESDAY, 12 JUL 2016

Boutique financial services firm, MGD Wealth recently appointed a director of risk and succession. Joining the MGD team is Andrew Proudfoot, who will focus on the provision of financial risk mitigation strategies and high level strategic business succession ...

MLC adds to SMA suite

KERRIE SYDEE | TUESDAY, 12 JUL 2016

MLC has added the Antares Ex-20 Australian Equities Separately Managed Account (SMA) portfolio to the MLC Wrap and MLC Navigator platforms. The Antares Ex-20 Australia Equities SMA portfolio is an actively managed, highly-concentrated portfolio of Australian ...

AIA launches adviser self-service portal

KERRIE SYDEE | TUESDAY, 12 JUL 2016

AIA Australia has launched an online self-service portal to allow financial advisers to manage client insurance administration. The portal allows financial advisers to update their clients' contact information and bank and credit card details directly ...

Fortnum adds five new practices

KERRIE SYDEE | TUESDAY, 12 JUL 2016

Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and ...

Elders transformation brings new light to the group

KERRIE SYDEE | MONDAY, 11 JUL 2016

Dealer group Elders Financial Planning (Elders) has emerged from a six month transformation, a realignment the group hopes will attract more advisers to the Elders network. A joint venture company (Elders 49%, ANZ 51%), Elders Group have one the largest ...

DomaCom prepares to list on ASX

KERRIE SYDEE | MONDAY, 11 JUL 2016

Applications to invest in the underwritten initial public offering (IPO) of fractional property investment fund, DomaCom, have today opened. Aiming to raise $10 million with a minimum of $5 million from investors, the IPO prospectus was lodged with ...

Cromwell Riverpark Trust extended for five years

KERRIE SYDEE | MONDAY, 11 JUL 2016

Investors have voted in favour of extending the Cromwell Riverpark Trust for a further five years. The single asset trust raised $91 million from retail investors and was launched in 2009 by the trust's responsible entity, a subsidiary of the Cromwell ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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