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Showing 21 - 30 of 107 results for %22West Coast%22

ASIC winds up alleged unregistered scheme

ELIZA BAVIN  |  FRIDAY, 13 DEC 2019
ASIC has taken steps to wind up an unregistered managed investment scheme. The regulator said it has filed an application seeking leave to apply for further orders in the Federal Court in Western Australia to wind up the alleged unregistered managed ...

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
An AZ NGA advice business has expanded, acquiring a financial planning practice in Sydney's greater west. Eureka Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called ...

British MPs prod own pension fund

KANIKA SOOD  |  WEDNESDAY, 29 MAY 2019
... the world-including wave technology in the north of Scotland and cases being worked on in Cornwall, Hampshire and the west coast of Wales-are not easily accessible investment vehicles and are not at the scale that a significant pension fund could easily ...

AMP Capital scores AFL stadium interest

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... around the corner, AMP Capital has made a big play in Perth's Optus Stadium, home to AFL clubs Fremantle Dockers and West Coast Eagles. The investment manager has acquired a 50% interest in Westadium, the organisation that partnered the Western Australian ...

NEOS Life expands to the west coast

KARREN VERGARA  |  WEDNESDAY, 23 JAN 2019
Retail life insurance provider NEOS Life is expanding in Western Australia with the help of three former AIA Australia staff. Reon Botha will lead the Western Australian sales team as state manager. He joined from AIA Australia where he was a senior ...

Asset manager hires insto sales director

KANIKA SOOD  |  MONDAY, 9 JUL 2018
... sales director in June 2017. Prior to this, she was a vice president of global consultant relations covering the US West Coast based in California. In her new role as Legg Mason's institutional sales director, she will report to business head Andy ...

Fiducian acquires $35m planning business

ALEX BURKE  |  MONDAY, 21 MAY 2018
... of business development and distribution Jai Singh said. "The other financial planner currently operates on the Sunshine Coast and will be servicing some of the acquired clients that reside geographically closer to the Sunshine Coast office." In December ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... advancing the industry well beyond its professional status. More than 650 delegates filled RACV Royal Pines Resort on the Gold Coast in October for what was the 40th anniversary of Association of Financial Advisers conferences. A return to the popular ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast, and will be managed by existing salaried Fiducian planners. Fiducian said the new acquisitions have pushed total funds under ...

Franklin Templeton expands local operations

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2017
... across Australia and New Zealand. She was most recently a vice president of global consultant relations covering the US West Coast based in California, and will now be working from Franklin Templeton's office in Melbourne. She will report to managing ...