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Showing 31 - 40 of 107 results for "Millennium"

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
Following its acquisition of MLC and decision to restructure its licensees, IOOF has consolidated the leadership of its various dealer groups and announced another acquisition. Revealing the next phase of its Advice 2.0 strategy today, IOOF has restructured ...

ANZ advisers launch advice boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... a new advice firm in Melbourne. Park Lane Advice Group in Melbourne's Cheltenham suburb is licensed via IOOF-owned Millennium 3 Financial Services. It was founded by Evguenia Rutkowski, Jonathan Scukovic, Jason Bell and Peter Feddersen - all of whom ...

ASIC bans RC case study adviser

HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
A former Millennium3 adviser whose advice was cited as a case study during the Royal Commission is set to appeal a 10-year ban handed down by ASIC. ASIC has banned Adelaide-based adviser Christopher Norman Harris from providing financial services for ...

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
The chief risk officer that fronted the Royal Commission on behalf of ANZ Wealth has resigned from the bank. A spokesperson for ANZ has confirmed the resignation of Kylie Rixon, effective immediately. Rixon was chief risk officer of ANZ Wealth from ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
Elders Financial Planning will be wound down over the coming months, the dealer group has confirmed. In a statement to Financial Standard, a spokesperson for Elders Financial Planning confirmed a decision to close the dealer group was reached at the ...

Dealer group lead to depart

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
IOOF has redefined the role of its chief risk officer and appointed a compliance and governance expert to the position. The group also announced the sale of one of its advice practices. Amanda Noble, who has been IOOF's acting chief risk officer ...

Former Millennium3 adviser banned

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 APR 2019
A former Millennium3 and Beacon Financial Group adviser was banned by ASIC for failing to act in the best interests of clients by recommending insurance with unaffordable premiums. Gregory Forster received a five year ban for failing to take into account ...

Outflows dent IOOF advice, funds businesses

KARREN VERGARA  |  MONDAY, 4 FEB 2019
IOOF recorded net outflows of $481 million in its financial advice and funds management businesses during the final quarter of 2018. The advice business suffered $295 million of net outflows despite completing the transition of 661 former ANZ-aligned ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
ClearView has made three executive promotions coinciding with the launch of a new business offering back-office and compliance services to financial advisers. LaVista Licensee Solutions, a licensing service, will be led by Mike Pope as its chief executive. ...