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Search ResultsShowing 31 - 40 of 44 results for "Australian Executor Trustee"
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) ...
JBWere appoints philanthropic services head
ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
JBWere has appointed a new head of philanthropic services. Shamal Dass has been with the philanthropic services team since 2012; up until his new appointment he was a director. Prior to that, he was head of sales - trustee and fiduciary services at ...
ASIC bans Provident Capital director
STAFF WRITER  |  MONDAY, 6 JUL 2015
Former director of failed company Provident Capital has been banned from providing financial services for two years. The Australian Securities and Investments Commission (ASIC) found that John Patrick Sweeney failed to comply with financial services ...
OneVue appoints senior distribution executive
MARK SMITH  |  MONDAY, 2 DEC 2013
OneVue has appointed David Storm to the newly created role of head of platform strategy, sales and service. Storm joins from IOOF where he was head of distribution for Australian Executor Trustees, the SMSF provider for the IOOF group. Storm will work ...
IOOF appoints BDM to AET
JAMES FERNYHOUGH  |  FRIDAY, 12 JUL 2013
Australian Executor Trustees (AET), part of the IOOF group, has appointed Mark Tisdell as its new business development manager for NSW. He will be responsible for the sale and distribution of AET's Small APRA Fund and SMSF solutions. In a career in ...
AMP SMSF appoints Burgess as new policy head
MARK SMITH  |  WEDNESDAY, 3 APR 2013
AMP SMSF has appointed Peter Burgess to the new role of head of policy and technical. Burgess will be responsible for interpreting SMSF legislation to help with the development of SMSF advice as well as technical support for AMP's aligned planner network. ...
Provident Capital leaves 3500 investors in limbo
MELANIE TIMBRELL  |  FRIDAY, 6 JUL 2012
The collapse of Sydney-based mortgage lender and fund manager Provident Capital has left 3,500 retail investors at risk of losing more than $100 million. Phil Carter, Tony Sims and Marcus Ayres of PPB Advisory were this week appointed receivers of Provident ...
Provident Capital reaffirms solvency
MELANIE TIMBRELL  |  WEDNESDAY, 20 JUN 2012
Provident Capital has reassured investors the company is solvent and that there are sufficient net tangible assets to meet its obligations following last week's action in the Federal Court by the trustee for mortgage debenture holders. On June 13 Australian ...
IOOF combines multi managers and adds director
MATT WOODINGTON  |  THURSDAY, 1 SEP 2011
IOOF will simplify its multi-manager offering by combining its two product suites and closing a number of funds at the end of the month. The diversified financial services group will embed its United Sector Leaders Funds within the IOOF MultiMix suite ...
Options for retiring SMSF trustees
RUTH LIEW  |  FRIDAY, 6 FEB 2009
A growing number of self managed super funds (SMSFs) could soon convert into Small APRA Funds (SAFs) in tandem with longevity issues facing SMSF trustees. Michael Hutton, head of wealth management at accountants and advisers HLB Mann Judd Sydney, says ...