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Showing 21 - 30 of 368 results for %22NAB Financial Planning%22

Milford hires from Macquarie

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... longstanding member of the Financial Planning Association of Australia. Prior to his time at Centrepoint, Mackay worked at NAB, MLC and Zurich. Also in Queensland, Rachael Satchell has been appointed business development manager. She most recently held ...

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 ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... management services to advisers. His prior experience includes working in senior banking, insurance and financial planning roles at NAB and BNZ. Intelliflo has also hired Stephen Wirth and Nicholas Sekulovski in a bid to grow the business. Wirth is the ...

Banks return $1.2bn for bad advice

ELIZA BAVIN  |  FRIDAY, 12 FEB 2021
... customers who suffered loss or detriment due to fees for no service misconduct or non-compliant advice. AMP, ANZ, CBA, Macquarie, NAB and Westpac undertook the review and remediation programs to compensate affected customers as a result of two major ...

NAB swallows up neobank

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
Just weeks after the downfall of Xinja, Neobank 86 400 has announced plans to join the NAB Group in a $220m acquisition. Founded by Cuscal, a Sydney-based IT service management company, and led by chief executive Robert Bell, 86 400 launched the mobile-led ...

Hume promoted to cabinet

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... recession." Hume was first appointed as assistant minister in 2019 following the election. She previously held positions at NAB, Rothschild Australia, Deutsche Bank and Australian Super. Financial Planning Association chief executive Dante De Gori welcomed ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
The ASX-listed advice and accounting group subsidiary has appointed a former NAB/MLC manager as its practice development and growth manager for Queensland. Stephen Carlton joins from NAB/MLC where he was business growth manager for Queensland and the ...

IOOF unfazed by poor MLC result

ELIZA BAVIN  |  THURSDAY, 5 NOV 2020
NAB posted a 37% loss in revenue while MLC Wealth was down around $100 million in divisional cash earnings from last year, though IOOF said the result is broadly in line with its expectations. IOOF is set to acquire 100% of MLC Wealth from NAB for $1.4 ...

NAB adds to wealth client remediation

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... wealth remediation is a result of non-compliant advice given to customers, adviser service fees charged by NAB Financial Planning, ongoing liabilities NAB has responsibility for following the sale of MLC Wealth and remediation for MLC Life. The bank ...

Adviser sentenced to eight years' prison

ELIZABETH MCARTHUR  |  FRIDAY, 9 OCT 2020
... clients' money to fund his lifestyle to the tune of $1.1 million, including $72,000 he spent on a boat, while licensed by AMP, NAB and Synchron. Anthony Dick has been sentenced to eight years in prison with a non-parole period of two years and eight ...