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Showing 21 - 30 of 31 results for "Capital Advisory"

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN | TUESDAY, 10 JAN 2023

... Scheme isn't a credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the Scheme is provided for under the Social Security Act 1991 ...

Barrenjoey launches social purpose fund manager

JAMIE WILLIAMSON | WEDNESDAY, 7 DEC 2022

... Evolution Trustees is the trustee of the fund, iPlatforms is the administration platform, Allen Partners provides capital advisory, Aksia handles research, and Ashurst is the fund's legal adviser. "Barrenjoey is proud to be creating a meaningful social ...

Household Capital acquires Pension Boost

ANDREW MCKEAN | MONDAY, 5 DEC 2022

... such as super funds, to choose the best solution for now and into the future as their needs change. Household Capital Advisory Board chair Deborah Ralston concluded: "Home equity is a large part of a retiree's overall savings; the integrated platform ...

Financial adviser registration delayed

ANDREW MCKEAN | THURSDAY, 3 NOV 2022

... allow these improvements to be implemented. The registration obligation in stage one will remain with licensees." Capital Advisory director Michael Miller believes this is probably a minor, technical delay. "The Royal Commission recommendation was that ...

Karen Phin retires from Magellan board

CHLOE WALKER | WEDNESDAY, 21 SEP 2022

... and nominations committee since her appointment. Prior to Magellan, Phin worked as a managing director, head of capital advisory at Citi as well as managing director, head of capital management at UBS. Commenting on Phin's departure, Magellan chair ...

Appian appoints head of Australia, Asia

ANDREW MCKEAN | WEDNESDAY, 6 JUL 2022

Appian Capital Advisory has announced the appointment of Peter Nicholson as a senior advisor, head of Australia and Asia. Based in Perth, Nicholson will lead origination, transaction evaluation, due diligence and structuring. But, in addition to overseeing ...

Deborah Ralston joins Household Capital

JAMIE WILLIAMSON | THURSDAY, 13 MAY 2021

... he said. "We acknowledge the superb leadership provided by Jack Diamond, the outgoing chair of the Household Capital advisory board. Jack has been a serial innovator in retirement and superannuation for decades and a founding thought partner for Household ...

Advice firm hires chair

KANIKA SOOD | THURSDAY, 28 FEB 2019

... that of a full-service professional services firm across accounting and business advisory, wealth management and capital advisory." Prime Financial Group has four main business areas: accounting and business advisory plus capital (46% of revenue), wealth ...

SMSF administrator chief joins advice firm

JAMIE WILLIAMSON | TUESDAY, 17 JUL 2018

... the Prime team. "It's an exciting time to join Prime. As an integrated accounting, wealth management and capital advisory firm for business owners and family groups, it's on a growth trajectory, with already more than $1.1 billion in funds under ...

Former advice dealer group chief executive surfaces

JAMIE WILLIAMSON | THURSDAY, 18 JAN 2018

... investment banking and private equity investment firm that specialises in middle market mergers and acquisitions, capital advisory and private equity within the financial services, funds management and accounting sectors. This story was updated at 1. ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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