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Showing 31 - 40 of 51 results for "AET"

APRA takes action against IOOF

HARRISON WORLEY | FRIDAY, 7 DEC 2018

... director Chris Kelaher and chair George Venardos. IOOF Investment Management Limited (IIML), Australian Executor Trustees (AET) and IOOF have 14 days to respond to a show cause notice issued by APRA. It declares the regulator intends to direct IOOF Investment ...

Sargon grows executive lineup, launches fintech solutions

JAMIE WILLIAMSON | TUESDAY, 2 OCT 2018

... for Sargon subsidiary, Trustee Partners. The new appointments will support the organisation's ongoing growth. In addition to AET, Sargon also acquired Decimal last month and Madison Financial Group in April. They will also assist with the launch and ...

IOOF offloads corporate trust business

KANIKA SOOD | THURSDAY, 13 SEP 2018

IOOF has sold its Australian Executor Trustees (AET) corporate trust business while retaining the AET private trust business, as it moves further in the direction of being an advice-led organisation. The buyer is financial services technology and infrastructure ...

IOOF continues organic growth trajectory

JAMIE WILLIAMSON | TUESDAY, 7 AUG 2018

... transaction cements a long-standing and trusted relationship between the two organisations, with Australian Executor Trustees (AET) the appointed trustee for the majority of A1WA's advisory clients... Jon Morris, managing director and majority shareholder ...

AET appoints new head of corporate trust

HARRISON WORLEY | FRIDAY, 18 MAY 2018

... trust at the IOOF subsidiary from next week, having most recently led the relationship and transaction management team at AET. IOOF group general manager for corporate development Julie Orr was pleased with the appointment of the 17-year AET veteran. ...

IOOF subsidiary partners with venerable global non-profit

ALEX BURKE | THURSDAY, 28 SEP 2017

... world's leading global private foundations, which has been in operation for more than a century. Australian Executor Trustees (AET), part of the IOOF group, will collaborate with Rockefeller Philanthropy Advisors (RPA), the philanthropic organisation ...

NAB sells trustee business to IOOF

JAMIE WILLIAMSON | WEDNESDAY, 14 JUN 2017

... Australia Trustees' offering as a strong strategic fit with IOOF's existing trustee business, Australian Executor Trustees (AET). "This acquisition demonstrates our commitment and belief that all Australians should have access to professional trustee ...

Perpetual hires former Count CEO

ALEX BURKE | FRIDAY, 10 FEB 2017

A new group executive will take the reins at Perpetual Investments in April. Before this role, David Lane was chief executive of Count Financial - the wealth management business established by industry luminary Barry Lambert in 1980. Prior to that ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE | WEDNESDAY, 2 MAR 2016

... partnership follows similar arrangements with estate planning specialists Mills Oakley Lawyers and Australian Executor Trustee (AET). "Our philosophy is to partner with specialist firms who have a similar commitment to quality and deliver value for clients ...

IOOF division launches philanthropy services

LAURA MILLAN | THURSDAY, 10 DEC 2015

Australian Executor Trustees (AET), a division of IOOF, has launched a number of philanthropy solutions that will allow advisers access to structures that will benefit their clients. The firm has also assisted Queensland University of Technology (QUT) ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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