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Showing 21 - 30 of 100 results for "Millennium"

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... manager of business growth at Australian Unity Financial Advice and head of business growth & strategic alliances at Millennium 3 and Financial Services Partners. Mantineo has also served as a business growth manager at ANZ Wealth and a senior practice ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
The chief executive of an IOOF dealer group has departed as part of the group's restructure after it acquired MLC Wealth. Geoff Kellett has departed Financial Services Partners after two years as chief executive, with IOOF moving towards shuttering ...

IOOF fund operations lead departs

JAMIE WILLIAMSON  |  THURSDAY, 22 OCT 2020
IOOF's head of fund operations has farewelled the group after more than two decades. A spokesperson for IOOF has confirmed the departure of Steven Sorraghan, head of fund operations. His leaving marks the end of a lengthy career with the group, as Sorraghan ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
Following its acquisition of MLC and decision to restructure its licensees, IOOF has consolidated the leadership of its various dealer groups and announced another acquisition. Revealing the next phase of its Advice 2.0 strategy today, IOOF has restructured ...

ANZ advisers launch advice boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... a new advice firm in Melbourne. Park Lane Advice Group in Melbourne's Cheltenham suburb is licensed via IOOF-owned Millennium 3 Financial Services. It was founded by Evguenia Rutkowski, Jonathan Scukovic, Jason Bell and Peter Feddersen - all of whom ...

ASIC bans RC case study adviser

HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
A former Millennium3 adviser whose advice was cited as a case study during the Royal Commission is set to appeal a 10-year ban handed down by ASIC. ASIC has banned Adelaide-based adviser Christopher Norman Harris from providing financial services for ...

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
The chief risk officer that fronted the Royal Commission on behalf of ANZ Wealth has resigned from the bank. A spokesperson for ANZ has confirmed the resignation of Kylie Rixon, effective immediately. Rixon was chief risk officer of ANZ Wealth from ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
Elders Financial Planning will be wound down over the coming months, the dealer group has confirmed. In a statement to Financial Standard, a spokesperson for Elders Financial Planning confirmed a decision to close the dealer group was reached at the ...

Dealer group lead to depart

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
IOOF has redefined the role of its chief risk officer and appointed a compliance and governance expert to the position. The group also announced the sale of one of its advice practices. Amanda Noble, who has been IOOF's acting chief risk officer ...