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Showing 31 - 40 of 97 results for "NEO"

WealthO2 hires five to focus on tech solutions

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... broader team will all benefit from their knowledge and expertise." The appointments follow the merger between WealthO2, Roar and NEO in mid-February.

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
Risk advice technology solution LifeBid has added to its board of advisers. Financial adviser Katherine Hayes, who is co-founder of Hayes & Co Insurance Services and NSW and ACT director for the Association of Financial Advisers (AFA), has joined the ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together of ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
The Pro Bono Financial Advice Network (PFAN) named its latest chair and deputy chair as it moves to its next phase of purpose. Nicola Beswick has been appointed as chair while Natalie Kleibert will take on the role of deputy chair. Both will oversee ...

Aussie neobank partners with crypto exchange

ELIZABETH MCARTHUR  |  MONDAY, 6 SEP 2021
Neobank Volt has partnered with digital currency exchange BTC Markets. The partnership will provide integrated banking capabilities to BTC Markets customers, initially via access to a corporate cash management account with real-time notifications and ...

Tidswell agrees it contravened Corps Act

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
Tidswell has surrendered its RSE licence to APRA, as it agrees to ASIC's allegations it contravened the Corporations Act in its work for startup super fund MobiSuper. In N ovember 2019, ASIC filed a case against MobiSuper, Andrew Richard Grover ...

Teachers Mutual launches neobank

ANNABELLE DICKSON  |  MONDAY, 21 JUN 2021
Australia's largest mutual bank has launched a digital bank to meet the needs of essential workers and appointed a chief digital bank officer. Hiver has been created for essential workers in education, emergency services and healthcare sectors and combines ...

AIA executive joins MLC Life

ANNABELLE DICKSON  |  TUESDAY, 8 JUN 2021
AIA Australia's former head of deal completion has joined MLC Insurance as head of profitability and performance reporting. Piri Kularajah was at AIA for nearly two years and in his role was responsible for the completion of AIA's purchase of CommInsure ...

Fidante opens Singapore office, hires from AMP Capital

KANIKA SOOD  |  THURSDAY, 8 APR 2021
Challenger's $72 billion multi-boutique business Fidante Partners has hired from AMP Capital's Asian business to set up a Singapore office. Beng Neoh worked at AMP Capital for about 22 years, ending as managing director, North Asia in 2019. ...

Industry fund chief steps down

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
An $11.5 billion superannuation fund's chief executive will exit to lead a fintech, which is in the process of merging with the former Sargon Capital, now Certane Group. Mine Super chief Harry Mitchell will step down after nearly five years at the ...