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Showing 21 - 26 of 26 results for "BT Advice"

Sign on fees creating dealer group controversy

MELANIE TIMBRELL  |  THURSDAY, 24 MAY 2012
... planners and 20 offices, as at March 31 2012, according to Rainmaker Information. Phil Butterworth, managing director of BT Advice has admitted paying transition costs to practices making the switch, a relatively common occurrence, although he has not ...

DKN and Lonsdale heads leave and form BT advice unit

ELISE BURGESS  |  MONDAY, 7 NOV 2011
Just three weeks after leaving DKN, former chief executive Phil Butterworth, will head up a new BT advice unit along with three executives from the newly-acquired firm, including Butterworth's replacement, Mario Modica. In an email to fund managers ...

ASX exec joins Adelaide Equity Partners

COMPANY RELEASE  |  FRIDAY, 14 MAY 2010
Dion Silvy, former senior advisor with the Australian Securities Exchange, has joined Adelaide Equity Partners also as senior advisor. Silvy worked at the ASX's headquarters in Adelaide for four years, assisting many of South Australia's listed entities ...

Coombe names wealth management execs

MICHAEL HOBBS  |  MONDAY, 1 DEC 2008
... insurance general manager and David Lees as wealth transformation director. In addition, Mark Spiers was appointed head of BT Advice which includes Westpac, St.George and BankSA financial planning divisions. Former St. George Wealth group executive and ...

Spiers heads BT advice business

RUTH LIEW  |  TUESDAY, 20 MAY 2008
BT Financial Group has appointed Mark Spiers, chief executive of Magnitude financial planning - BT's external financial planning arm - to general manager, advice, for the Westpac/BT Financial Group. Spiers' appointment follows the recent move by Sally ...

IRESS to provide mortgage analytics

Advisers who want to help their clients choose the right mortgage can now take that service in-house after one of the country's dominant planning software group IRESS, owner of Xplan and VisiPlan, acquired mortgage analytics provider TransActive Systems. ...
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