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Showing 391 - 400 of 1240 results for "Western"

ASIC bans Perth adviser

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
... Securitor from June 2014 to March this year, and a credit representative for over a year before this. The District Court of Western Australia convicted him on four counts of stealing. ASIC banned him permanently on October 31, from providing financial ...

Ganis brings the changes at YBR

HARRISON WORLEY  |  MONDAY, 12 NOV 2018
... Retail in Queensland and South Australia as state manager, making the move from CBA where he served as Queensland and Western Australia area manager for the bank's home lending solutions department. Meanwhile, Andrew Zanchetta will become general manager ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... (26%) and Queensland (25%). New South Wales, South Australia and Tasmania each have 22%, while Victoria sits at 20% and Western Australia at 19%. Looking at association affiliations, about 25% of CPA Australia's membership is female while 22% of ...

Global manager appoints distribution director

KANIKA SOOD  |  THURSDAY, 8 NOV 2018
... relationships with institutional investors in Australia and New Zealand. Sun has held roles at Mercer, Neuberger Berman, and Western Asset Management. In her most recent role she was Neuberger Berman's vice president, institutional business, and ...

AMP hires from MLC

KANIKA SOOD  |  THURSDAY, 1 NOV 2018
... region. In his new role, he will support AMP aligned and non-aligned advisers across Victoria, Tasmania, South Australia and Western Australia. He will report to AMP's director of wealth distribution Nicole Mahan. "In leading AMP's platform business ...

NEOS unveils underwriting and sales team

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... empathetic to a customer's needs and situation." NEOS currently operates in the eastern seaboard states, but looks to expand in Western Australian and South Australia, Yardley said. NEOS distributes via the financial adviser market and offers life, total ...

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 ...

AMP Capital divests $440m from tobacco

KANIKA SOOD  |  THURSDAY, 27 SEP 2018
... Australian strategies so far this year including J.P. Morgan AM, Swiss asset manager Vontobel and Legg Mason affiliate Western Asset.

AAT overrides adviser ban

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... banned Robert Hutchison on 11 June 2017 for double charging clients and falsifying records. Hailing from Lower Chittering, Western Australia, Hutchison was a former authorised representative of RI Advice Group, which is owned by OnePath. He was also ...

Women missing from C-suite lineups

KANIKA SOOD  |  THURSDAY, 6 SEP 2018
... included Wells Fargo's Beverly Anderson, MUFG Union Bank North America's Ranjana Clark, Nuveen Advisory Services Margo Cook, Western Union's Sheri Rhodes and Jacqueline Molnar.