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Showing 411 - 420 of 1254 results for "Western"

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 ...

IOOF continues organic growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... Ability One WA/SA (A1WA), a provider of financial advice and life planning to clients who have suffered serious injury in Western Australia and South Australia. Purchased in June, IOOF chief financial officer David Coulter described Ability One as a ...

MetLife revamps relationship management and underwriting teams

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... business. Adrian Young joined as the national retail underwriting manager for Victoria, Tasmania, South Australia and Western Australia. He was recently Victorian State underwriting manager at BT Financial Group and prior to that a life and disability ...

Financial abuse: A hidden epidemic

JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
... of which are aged between 22 and 35 years of age. The majority of calls have been received from New South Wales, with Western Australia and Queensland close behind. Describing financial abuse as a hidden epidemic, CBA is committing about $20 million ...

Government super fund appoints chief executive

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
... top job at a $27 billion government superannuation fund, after acting in the role for a large part of FY18. GESB, the Western Australian superannuation fund for current and former public sector employees, appointed Ben Palmer as a chief executive earlier ...