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Showing 31 - 40 of 47 results for "Consultum"

New role for IOOF executive

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
... IOOF in 2013 on a two-year contract to help integrate and position IOOF's flagship advice businesses such as Bridges, Consultum and Lonsdale. He stayed on to assist with the integration of Shadforth Financial Group, incorporating Plan B, and Western ...

IOOF merges two licences

ALEX BURKE  |  FRIDAY, 24 JUL 2015
IOOF has merged licences My Adviser and Plan B into Consultum and Shadforth. An IOOF spokesperson said, "The reasoning behind the transition of the advisers in both cases is that it makes sense to consolidate smaller licences, such as MyAdviser and ...

Botte replaces Sheehan as My Adviser managing director

MARK SMITH  |  THURSDAY, 3 JUL 2014
Consultum Financial Advisers chief executive Joe Botte has been appointed managing director of My Adviser following the resignation of Philippa Sheehan after almost 10 years with the company. The changes at the two IOOF-owned firms were confirmed by ...

AFA names Rising Star finalists

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
... Wealth (Financial Wisdom), Ravi Agarwal from MEDIQ Financial Services (Synchron), Mark Wyld from MW Wealth Management (Consultum), James Jagodnik from Stanford Brown (Genesys), Peter Khoury from National Financial Advisers (Securitor) and Tatiana Coulter ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... Advisers, Aon Hewitt Financial Advice, Suncorp Financial Planning, Lonsdale Financial Group, Infocus Money Management, Consultum Financial Advisers, Industry Fund Financial Planning and Capstone Financial Planning. Former investment consultant, Lukasz ...

Consultum adds six advisers

COMPANY RELEASE  |  THURSDAY, 27 AUG 2009
Consultum Financial Advisers has added six new authorised representatives to its business since the start of the new financial year. In New South Wales, Consultum has appointed Ryan Porter from Wealth Selector, Justine Colvin (Flight Centre Moneywi$e) ...

Consultum pumps $1m into tech

RUTH LIEW  |  MONDAY, 17 NOV 2008
Consultum Financial Advisers is investing more than $1 million into the development of its software program to help give advisers the edge in today's bear market. The decision to pump dollars into its software program stems from the firm's focus to ...

IOOF profits down

RUTH LIEW  |  THURSDAY, 28 AUG 2008
... product development, systems, and sales. "Investment performance is clearly the cornerstone of our three brands Perennial, Consultum and IOOF... and the investment performance across the group has been, and remains, strong," he said. Looking forward ...

S&P recruits IOOF exec after Ibbetson's exit

RUTH LIEW  |  FRIDAY, 14 MAR 2008
... working on the firm's multi-manager funds. He also chairs the investment committee of IOOF's financial planner group Consultum and provides quantitative and qualitative research and advice to their clients. Nick Everingham, head of product and strategy ...

IRESS signs Asgard and Asteron

MICHAEL HOBBS  |  WEDNESDAY, 30 JAN 2008
... reduce the time spent by users needlessly navigating through multiple products during the insurance proposal process." Consultum Financial Advisers applied the product to its national network of more than 110 advisers and Zurich became the first Australian ...