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Showing 21 - 30 of 128 results for "West Australian"

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
A West Australian financial adviser was awarded the Association of Financial Advisers/TAL Female Excellence in Advice Award for 2018. Mt. Pleasant-based Donna Lee Powell was recognised for her work with women facing life-changing events. Commencing ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... scholarship for study via Kaplan Professional. Instead, Ward negotiated with Kaplan to provide scholarships to West Australian high school students considering a career in financial services. In presenting the scholarships, Leda presents a financial ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... business. It most recently won Morgan Stanley Wealth Management's managed accounts business and inked a deal with West Australian wealth manager Hartleys. It also signed a five-year contract with CMC Markets Stockbroking to provide portfolio based ...

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
... to deliver for members." Last month the construction and building union super fund invested $100 million in a West Australian renewable energy portfolio.

Head of distribution exits listed platform

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... 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 on the head of sales role in the interim. Gillett will continue to work with HUB24 ...

WA super funds combine forces

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... statement Concept One chairman Ken Evans and WA Super chairman Tim Shanahan said the merger is great news for West Australian workers and businesses who will benefit from continued access to a "locally based, member focused, low-fee super fund." "This ...

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 ...

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
... development managers from Macquarie Life Jessica Brady and Danielle Visser will form the team alongside Zurich West Australian regional manager David Rees. As a result of the changes, Zurich's national sales and strategic manager Andy Marshall has left ...