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| | | Goldman Sachs has made two key appointments to lead its planned private wealth offering in Australia. The firm is building a local private wealth team to serve family offices and ultra-high net worth individuals. Chris Kavanagh and Aaron Shirley have ... |
| | | | ... Dillon. Steven Parry joined Shadforth Financial Group on August 2. He was most recently general manager at Integro Private Wealth. Prior to this he worked at BT Financial Group and Perpetual in distribution roles. Shadforth's Queensland staff includes ... |
| | | | ... Victoria, South Australia and Tasmania. He spent the last 12 years at Macquarie Bank across its wealth management, private wealth and advice businesses. Prior to this, he worked at BT Financial Group in lending. The second hire is Hayley Cochrane who ... |
| | | | ... associate at Thornton Group and worked on the trading floor at Deutsche Bank in the UK. Sartor joins from Elston Private Wealth where she was manager, NFP and philanthropic services and provided tailored philanthropic advice and NFP investment governance ... |
| | | | ... adviser relationships in New South Wales. He has also worked an associate director at FIIG Securities and as a private wealth adviser at Wilsons Stockbroking & Advisory. "Sam's appointment is a continuation of our commitment to invest in long term ... |
| | | | ... close to 40 years ago. He played a key role in growing the business' service offering, which now encompasses private wealth, family office, superannuation, wealth management, aged care advice, and tax and business advisory. "Murray's ability ... |
| | | | ... as head of customer governance and sustainability. Prior to this, she held strategy and operations roles in BT's private wealth, superannuation, investments, platforms and advice divisions. Pringle has also served as co-chair of the Australian Sustainable ... |
| | | | ... worked as a specialist investment resource for the managed account solutions and SMA clients. Evidentia works with private wealth businesses to design, build, implement, and manage tailored investment portfolios. Schoenmaker will work on the design and ... |
| | | | ... the business in Brisbane and the Gold Coast before assuming a full-time role as an adviser. Ord Minnett head of private wealth George Deva said: "David will bring to Ord Minnett, a depth of wealth management and advice experience, which will serve to ... |
| | | | ... and Shane Fisher joined the firm, while Chris Mackenzie and Jason Poppi moved over in 2020. They joined from the private wealth divisions of major banks like ANZ and Westpac, as well as Perpetual. Crestone chief executive Michael Chisholm said that over ... |
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