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Showing 401 - 410 of 1248 results for "Western"

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.

Drought-hit farmers turn to advice

KANIKA SOOD  |  MONDAY, 3 SEP 2018
... Its low-cost recovery loans have helped Condon's clients restock their cattle. On the opposite side of the country, Western Australia is fairing much better but it doesn't mean the state hasn't had its challenges. For Byfield Wealth's ...

AIOFP slams FASEA proposals, launches petition

KARREN VERGARA  |  MONDAY, 20 AUG 2018
... proposed adviser examination as having the hallmarks of "why Australia's education standard has recently plummeted in the Western world" and has unreasonable timeframes and parameters. FASEA also refused to acknowledge that a risk adviser's skill ...