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Showing 31 - 40 of 40 results for "AS Financial Planning"

Merger and new CEO for FMD

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
Two FMD Group independent planning practices are set to merge with news that FMD Financial and Reynolds Williams and Associates will merge on December 1. Former Perpetual Private Wealth executive, Lee Wapling, will head up the firm. The FMD Group has ...

Structured prod issuers must disclose risks: ASIC

MICHAEL HOBBS  |  FRIDAY, 23 JUL 2010
... in the products. ASIC's review is especially pertinent given the popularity of capital protected products as financial planning clients seek to reduce downside risk in their investment portfolios. Following the review, the regulator said product issuers ...

Count buys DKN stake

MICHAEL HOBBS  |  FRIDAY, 5 FEB 2010
... Financial has bought a five per cent stake in financial services solutions provider, DKN Financial Group, as financial planning groups continue their buying spree. The purchase, worth over $5 million in ordinary shares, means Zurich Financial Services ...

IOOF Pursuit to reach $1bn FUA milestone

MICHAEL HOBBS  |  THURSDAY, 27 NOV 2008
IOOF's flagship Pursuit Select product is to hit the $1 billion in funds under advice milestone as financial planning clients and investors pursue savings across multiple super accounts. But getting to the billion-dollar mark didn't come easy, said ...

AXA hires three planning managers

MICHAEL HOBBS  |  WEDNESDAY, 6 AUG 2008
... his career at Westpac almost 20 years ago before moving to financial planning in 1994. Bratt also worked as financial planning manager at NAB, senior consultant at Merrill Lynch International Private Client division, associate director at Credit Suisse ...

PIS launches new income fund

... property and fixed interest. "We think this product development approach will become increasingly popular as financial planning groups seek to offer easier access to proven products that suit their client needs and their own investment philosophies," ...

Burke the leader of Mercer's Funds of Managers business

... investment, sales and business development across all facets of wholesale and retail finds management, as well as financial planning and research". Mercer has created Mercer Global Investments as a new division to handle implemented consulting and multi-manager ...

Mellon product business to SMF

... Mellon Master Trust, Mellon Eligible Rollover Fund, Mellon Solutions Pooled Superannuation Trust as well as financial planning and investment consulting practices. After a 12-month review of its Australian operations Mellon HR and IS decided to align ...

Mercer announces appointments

Mercer has appointed two senior finance industry professionals to leadership positions in its Wealth Solutions practice - David Anderson is the new National Practice Leader and Bronwyn Speed has been appointed to the new role of chief financial adviser. ...

AXA appoints Robertson as Financial Planning national manager

AXA has appointed Paul Robertson as national manager of AXA Financial Planning, it has announced. Robertson makes the switch from St George Bank, where he was head of IFA sales. "This is a key appointment for AXA and another important step forward in ...
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