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| | | ... superannuation, retirement planning, aged care solutions, SMSFs and risk insurance. Tailored Lifetime Solutions director David Kelsey said the decision to partner with Count was driven by both an attractive service proposition and positive conversations ... |
| | | | ... term of three years. She will be joining recently appointed board members Delia Rickard and Kevin O'Sullivan, along with David Berry as chief executive of the scheme. Bloch brings over 25 years of experience in the financial services sector, notably ... |
| | | | ... its assets under management has diminished to about $35 billion, from its peak of over $100 billion in 2021. The tenure of David George, who took over as chief executive in February 2022, was also described by Morningstar as a "challenging period." One ... |
| | | | ... companies he owned without a financial services licence. ASIC commenced proceedings in the Federal Court on Wednesday, alleging David Paul Hodgson of the Sunshine Coast provided unlicensed financial services and made misrepresentations to investors in ... |
| | | | ... Magellan," Formica said. While Formica confirmed the $100 billion by 2027 FUM target announced by previous chief executive David George in 2022 has been dumped, it'll be a hard slog for Rahmani; Magellan's total FUM came in at $35.8 billion ... |
| | | | ... to have someone of his experience and calibre to help guide us in the next stage of our growth," iExtend chief executive David Sarkis said. "Peter joins us at a busy and pivotal moment where we have the opportunity to scale our business with the adviser ... |
| | | | ... second and third, respectively, with no change in the top three from the previous year. Meanwhile, Hostplus chief executive David Elia and AustralianSuper chief executive Paul Schroder placed fourth and fifth, respectively. Yellow Folder managing director ... |
| | | | ... The actions included disqualification of five auditors - Stephen Bray, Kerpal Harnam, Terence Murphy, Johann Preller, and David Sidhu. ASIC has now placed them on its public banned and disqualified register. They are not eligible to reapply for registration. ... |
| | | | ... licence, and that iExtend may look to provide a claims handling and settling service in the future. iExtend chief executive David Sarkis said the CAR, established with Ingenious Brokers, is "the next step in iExtend's proactive licensing journey". ... |
| | | | ... Babhoota held similar roles at Ironbark Asset Management and Colonial First State. Brookfield Oaktree Wealth Solutions partner David Levi said: "With the support of Pragun and our broader team, we look forward to offering best-in-class infrastructure ... |
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