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Showing 421 - 430 of 1057 results for "Private Wealth"

Westpac merges consumer, business divisions

ELIZA BAVIN  |  WEDNESDAY, 17 MAR 2021
... Financial Group will cease as a standalone division. Its insurance divisions moved into business and consumer; private wealth, platforms and investments and superannuation moved into an expanded business arm. Westpac chief executive Peter King said the ...

Former Wallaby departs Westpac for NAB

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
After six months as head of private wealth, north at Westpac, Phil Waugh has taken on an executive role at NAB. Waugh has been appointed as executive, broker distribution at NAB and will report to executive, home ownership Andy Kerr. Waugh spent four ...

Channel Capital hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... director, hiring from AMP Capital. Phelim O'Neill was previously a state account manager at AMP Capital, servicing private wealth groups and advisers. At Channel, he will focus on the advice, wholesale and family office sectors. "Phelim is a well-regarded ...

Former adviser charged over fabricated information

JAMIE WILLIAMSON  |  FRIDAY, 5 MAR 2021
The former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, was charged with 16 offences related to fabricating evidence with hopes ASIC would stop looking into him. Ezzat Daniel Nesseim ...

CountPlus profit down 53%

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... In addition, CountPlus completed six tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital. CountPlus will pay a fully franked dividend of 1.25 cents ...

Wealth group makes acquisition

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... group on the New South Wales Central Coast. The subsidiary will acquire a 51% stake in the group which includes private wealth management, life insurance broking, finance broking and accounting and tax. The transaction will cost $3 million with a 40% ...

CFA unveils December exam results

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... the investment management industry. CFA charterholders work in different areas of investment management such as private wealth, investment banking and insurance. In mid-2020, the institute surveyed its global members asking about the impact of COVID-19 ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... Protect is the third firm to join Count Financial from Godfrey Pembroke, following the announcements of Ascent Private Wealth and Venture Financial Advisers in late 2020. Janne Ashton has been the principal of Plan Protect since its inception in 2004 ...

Wage subsidy to rescue advice industry

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
... the number of exam enrolments for an indication of the direction the industry is going in. So far, Gordon says private wealth firms have been the most active recruiters of financial advisers with Profusion over the past 12 months. Large super funds have ...

Wilsons starts Canberra office

KANIKA SOOD  |  MONDAY, 8 FEB 2021
... two financial advisers based in the region join from Elston. Tim Anderson and Richard Taylor have joined Wilsons' private wealth advisory team, which is headed by Paul Bryant. "I am thrilled to be establishing an office in Canberra with the calibre and ...