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Showing 21 - 30 of 138 results for "West Australia"

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
A new financial advice firm operating as a charity is changing the lives of low income earners in Western Australia. Registered with the Australian Charities and Not-For-Profit Commission, Leda Financial Advice was founded by financial adviser Michael ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
Praemium's funds under administration surpassed $8 billion thanks to a bumper June 2018 quarter of key client wins. FUA shot up 35% compared to the prior corresponding period, with about $566 million of inflows coming in from Australian business. ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
A West Australian wealth manager with about $1.2 billion in funds under management is Praemium's newest client. Broking and wealth management firm Hartleys will manage its client portfolios using Praemium's reporting and administration platform ...

Industry fund promotes internally to drive growth

HARRISON WORLEY  |  TUESDAY, 29 MAY 2018
An industry super fund with more than $44 billion in funds under management has appointed a group executive of people, technology and enablement. Cbus has promoted current group executive for member experience, Michelle Boucher, into the new role. Cbus ...

Head of distribution exits listed platform

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
The marketing and distribution lead at a major listed wealth management platform will depart after tendering his resignation. HUB24's Wes Gillett will leave the position he's held since May 2013, with West Australian regional manager Greg Newman taking ...

WA super funds combine forces

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
Two Perth-based superannuation funds are set to become one, announcing an intention to merge. WA Super and Concept One will join forces to create Western Australia's only not-for-profit, public offer superannuation fund. It will manage more than $3.2 ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Practice of the Year Award Capital Partners, West Perth (WA) Enlightened Financial Solutions, Mackay (QLD) ipac West Australia, Subiaco (WA) FPA University Student of the Year Award Hilary Acheson, University of New England Bradley Aleckson, Griffith ...

Bank acquires WA Government loans

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2016
The West Australian Government has sold off a billion dollar mortgage portfolio to a bank. Bendigo and Adelaide Bank has acquired the $1.35 billion portfolio of standard residential loans from Keystart, a company wholly owned by the West Australian ...

Zurich establishes risk specialist team

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
Zurich Financial Services Australia has created a new risk specialist team in anticipation of Macquarie Life joining Zurich later in 2016. The national team will be responsible for the creation and presentation of life insurance content to support Zurich's ...