Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 461 results for "Investment Services"

Evidentia names chief risk, operating officer

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
... spent nearly five years at MLC AM with his most recent role there being general manager of distribution and investment services. Komadina also worked in senior roles at Perpetual's private wealth business, including general manager of product and investments ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... Picture Wealth Advisory is part of the broader Picture Wealth Group, which also includes licencees Insight Investment Services and Futuro Financial Services. Insight and Futuro collectively service a further 85-plus financial advisers.

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... general manager for marketing and communications. In operations, Chris Smith has transitioned from head of investment services at Implemented Portfolios to general manager. Will Gramolt was appointed chief financial officer and executive director, having ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
... Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m). The move brings Shaw and Partners Financial Services' assets under advice close to ...

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... Nikko Asset Management and Xplore Wealth, as well as consulting work in asset management, superannuation, and investment services. "Nathan has been a crucial part of our leadership team, offering not only extensive regulatory and compliance expertise ...

ASIC bans unlicensed WA adviser

ELIZA BAVIN  |  FRIDAY, 2 MAY 2025
... authorised representative of Great Southern Securities between 8 March 2004 and 21 October 2005, Professional Investment Services between 22 July 2009 and 7 April 2010, Jigsaw Support Services between 9 April 2010 and 2 August 2012, Charter Financial ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... businesses. Herd has over 25 years of experience in financial services, most recently as a director of global investment services at Westpac - and in a previous tenure at the bank, a director of private wealth. Herd has also been a distribution manager ...

FSCP deregisters adviser for two years

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
... Group between August 2011 and 10 February 2025. Prior to that, he was an adviser at APS Melb and Professional Investment Services. ASIC has flagged that it will crack down on bad SMSF advice, particularly where it relates to their set up. "We're ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... been with several licensees over the years, including Financial Wisdom for five months in 2011, Professional Investment Services for the year to December 2012, Custom Wealth Solutions Dealer Services for three months, AMP Financial Planning for six months ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... general manager for group people and brand. John Carnevale is Entireti's executive general manager for investment services. Matt Brown has been leading Fortnum and PFS as chief executive since November 2023. "Our model supports multiple advisory ...