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Showing 31 - 40 of 104 results for "Fitzpatrick"

Leadership shuffle at SuperConcepts

KANIKA SOOD  |  FRIDAY, 10 MAY 2019
SuperConcepts has announced a restructure to its executive team. The firm's chief operating officer James Fitzpatrick has decided to leave after three years with the firm, effective mid-June. SuperConcepts has replaced the chief operations role ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... to be rolled out to wider market at end of FY19. In early December, HUB24 completed transitioning $725 million of Fitzpatrick Private Wealth's assets under management from its in-house MDA solution to a white-labelled solution of the HUB24 platform. ...

Financial abuse: A hidden epidemic

JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
... fraud or theft can generally be found on paper," she said. CBA general manager of group customer relations Catherine Fitzpatrick said the response from customers shows the need is great, and it is essential government, community and corporates work together. ...

Industry super fund renews board

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
... Carew and Tom Symondson have joined the board of First State Super, following the retirements of Trevor Carr, Lisa Fitzpatrick and Gary Thomas. Leading Age Services Australia nominated Bunney, chief executive of community based care provider Sundale ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
Financial Standard is calling on financial advisers to have their say in an annual managed accounts survey, after research shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
HUB24 is catering for new entrants to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products. To be introduced in August, the HUB24 core offering ...

Advice dealer group appoints executive

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
A boutique financial advice dealer group welcomed a new executive to its leadership to spearhead acquisitions. Fitzpatricks Group has appointed a new chief financial and chief operating officer in Jodie Blackledge. Blackledge joins from ASX-listed firm ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
HUB24 financial planning subsidiary Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
The general manager of Garvan and MLC Financial Planning will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
A boutique financial advice group appointed three senior leaders to further support its growing adviser network, including a newly-created head of adviser experience role. In announcing the hires, Fitzpatricks Group said the appointments will significantly ...