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Showing 21 - 30 of 202 results for %22NAB Direct Advice%22

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
... business development manager and was in similar roles at TAL and Asteron Life. De Minaur was previously a financial adviser at NAB Private and Eluvia Financial Services. "Personal insurance has always been an important focus for our business. As we've ...

Westpac senior leader departs

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... banking at Macquarie Group. She was also the chief executive of AdvantEdge when the mortgage business was owned by Lendlease. NAB purchased MLC from Lendlease in 2000, and AdvantEdge came to be under MLC. Westpac would not comment on whether a replacement ...

AMP Australia announces new leadership team

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... was most recently the chief executive of Wealth Market. Prior to this, he has worked at advice and broking businesses at MLC/NAB and as the chief executive for wealth management of Yellow Brick Road. Anna Shelley, who will be AMP Australia's chief ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... more than 100 employees. Sonya Brocklehurst will also join Crestone. She was previously a senior private client manager at NAB. Former ANZ private banker James McBride is also joining Crestone, along with former Westpac Private associate director Nicholas ...

Morningstar executive joins JANA

ANNABELLE DICKSON  |  MONDAY, 26 APR 2021
... joining Morningstar was a senior manager, operational control at RBC in Hong Kong. Cheng was previously spent a decade at NAB in roles including manager of management assurance, manager of investment services and solutions and risk and compliance manager. ...

Atlas Wealth launches mortgage brokerage

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
... market. Atlas managing director for the EMEA region Brett Evans said: "Over the past five years we have seen ANZ, Westpac and NAB, who have been the traditional expat mortgage and home loan providers, reduce their offering to Australian expats but that ...

QMV partnerships lead resigns

KARREN VERGARA  |  THURSDAY, 8 APR 2021
... across superannuation, wealth and insurance. His experience in financial services includes working at Thomson Reuters, Invesco, NAB and Aberdeen Asset Management. Over his tenure, he helped drive business growth in terms of client diversity and brand ...

MLC Life appoints retail general manager

KANIKA SOOD  |  MONDAY, 8 MAR 2021
... Life's "stagnant" business performance continuing beyond 2021. MLC Life's ownership structure remained the same: 20% with NAB and 80% with Nippon. It has since added a MLC Life Insurance has added a chief innovation and transformation officer ...

Perpetual introduces new family office team

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... management at the Myer Family Company preceding its merger with Mutual Trust. Lipscombe previously spent over five years at NAB as executive, private clients to service ultra-high-net worths and as executive director, head of client management & delivery ...

Boutique builds out executive team

KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... Sayers. Kate Keenan, also a founding partner, was appointed chief brand officer. She came from senior roles at Judo Bank and NAB. Lee Redpath, the former operations chief at OpenMarkets Australia and partner at Crestone, joined Sayers in October to head ...