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Showing 21 - 30 of 186 results for "Head of Advice"

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... and before that was head of operations when she joined in March 2018. Ridley also worked at Pitcher Partners as head of advice and NAB for more than six years. In 2023, Ridley told Financial Standard that her focus was on ensuring Profile was ready for ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... unintentional financial hardship, stress and, all-too-often, conflict among families and loved ones," Tribel national head of advice Simon Little said. "As accountants and advisers, we can play an important role in helping clients determine how they ...

Cbus advice lead jumps to Aware

ELIZABETH FRY  |  FRIDAY, 6 SEP 2024
... joined Cbus in late 2019 as manager of advice partnerships and performance. Two years later, she was promoted to head of advice. Before joining Cbus, Cross worked at LUCRF Super - later swallowed up by AustralianSuper - as the manager of advice and education. ...

Key advice executive leaves Aware Super

JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2024
... as national head, BT Financial Advice. She spent about 15 years at BT in all, including as head of product and head of advice offers. Aware Super chief executive Deanne Stewart said: "For the last five years, Aware Super has had the privilege of Sarah's ...

Former AMP advice lead sues The Australian

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
Former AMP head of advice Jack Regan has launched defamation proceedings against The Australian claiming an article published by the news outlet inferred he misled the Australian Investments and Securities Commission (ASIC). Regan claimed the article ...

Count names brand, experiences head

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... strategy consultant, predominantly in the education and finance sectors, and worked at AMP and Hillross as the head of advice transformation for brands, environment design, digital experience, and pricing. Count chief executive Hugh Humphrey said Hitchings' ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... executive of Millennium 3 for two years, and national manager for almost three. She has also previously served as head of advice business services at Colonial First State and led strategy for Commonwealth Financial Planning for two years. She also held ...

Inflation spooks retirees more than healthcare costs

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... cautious about how and what they spend money on, given the rising cost of living and inflation pressures. Equip Super head of advice Paul Stocker said it's completely understandable that everyday Australians are feeling the pinch of rising costs. ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... theme for SIAA's annual conference that will be held at the Melbourne Grand Hyatt on May 14-15. Euroz Hartleys head of advice Amanda Boyce, who will partake in the panel Financial advice reform, will provide an adviser's perspective on the risks ...

Prime Super finds new chief executive

ANDREW MCKEAN  |  MONDAY, 6 MAY 2024
... Sydney. Prior to Zurich, she was responsible for designing, developing, and leading the dealership services team as head of advice delivery at ANZ Bank. Seales also worked as general manager of advice services and head of products and marketing at National ...