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Showing 21 - 30 of 32 results for "Wealth Australia"

ANZ partners with Mercer for retiree portfolios

ALEX BURKE  |  THURSDAY, 18 AUG 2016
... and vital segment for our advice groups that currently make up more than 40% of the overall client base," ANZ Wealth Australia general manager aligned licensees Darren Whereat said. "Our advisers tell us their clients are increasingly concerned about ...

Diversity isn't going to a Chinese restaurant: PwC

ALEX BURKE  |  FRIDAY, 22 JUL 2016
... blokes who go out for a Chinese dinner and think they're into cultural diversity." New FSC deputy chair and ANZ Wealth Australia managing director Alexis George, also on the panel, agreed, recalling a previous employer who told her, "It's not about diversity ...

FSC names new chair

ALEX BURKE  |  WEDNESDAY, 20 JUL 2016
... executive Geoff Lloyd. CBA Wealth Management group executive Annabel Spring has been appointed deputy chair and ANZ Wealth Australia managing director Alexis George has been appointed to the FSC board. Commenting on Spring's appointment as deputy chair ...

ANZ rings in insurance updates

DARREN SNYDER  |  MONDAY, 23 MAY 2016
... total and permanent disability (TPD) cover for more than $1.5 million will receive a 10% policy discount. ANZ Wealth Australia managing director Alexis George told a media briefing the bank is keen to make sure its customers have the appropriate level ...

ANZ makes two senior advice appointments

ALEX BURKE  |  THURSDAY, 21 APR 2016
... of RI Advice. This coupled with his significant industry experience will make him a valuable addition to the Wealth Australia leadership team. "With Darren's appointment to this new role, we will begin the recruitment process for the chief executive ...

ANZ appoints PwC for OnePath compliance review

ALEX BURKE  |  TUESDAY, 15 MAR 2016
... independent review of our systems will be undertaken to further strengthen our compliance systems," explained ANZ Wealth Australia managing director Alexis George. "We would like to apologise to impacted customers and assure them we've been working hard ...

Crowe Horwath appoints director amid acquisition talks

LAURA MILLAN  |  THURSDAY, 19 JUN 2014
... substantial shareholder as non-executive director to its board, as talks of an acquisition by Financial Index Wealth Australia (Findex) continue. Alceon Group founder and managing director Trevor Loewensohn will sit on the board of Crowe Horwath, effective ...

Mac Private Wealth forced to rectify serious deficiencies

MARK SMITH  |  WEDNESDAY, 30 JAN 2013
... dealing transactions. A Macquarie spokesperson said: "We note ASIC's concerns in relation to Macquarie Private Wealth Australia, Macquarie's retail client advice business. Macquarie Private Wealth Australia is committed to implementing the necessary ...

JBWere announces board

COMPANY RELEASE  |  WEDNESDAY, 28 OCT 2009
... includes Michael Ullmer, deputy chief executive and executive director at NAB and Steve Tucker, group executive of wealth Australia at NAB. Ullmer was appointed chair and Tucker was appointed as an executive director. Stephen Fitzgerald, co-chief executive ...

NAB and Aviva rule platform land

RUTH LIEW  |  MONDAY, 22 JUN 2009
... share, which could ironically boost competition over the entirety of financial services. NAB group executive wealth Australia Steve Tucker could not be contacted by press deadline.