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Showing 31 - 40 of 47 results for "Personal Financial Services"

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
... our team of advisers." This appointment comes shortly after it was announced that Australian Unity Personal Financial Services (Australian Unity) has entered discussions with Premium Wealth Management to acquire all of the dealer group's shares. At this ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
Australian Unity Personal Financial Services (Australian Unity) retains its focus on acquisitions, entering discussions with Premium Wealth Management to acquire all of the dealer group's shares. The board of Premium Wealth Management has recommended ...

Australian Unity added 14 planning practices in a year

MARK SMITH  |  THURSDAY, 17 JUL 2014
... Partnership Program, as well as the fact we are not a bank or life insurance company," Australian Unity Personal Financial Services chief executive Steve Davis said. Davis said the Accountant Partnership Program currently has relationships with over ...

Federation added to Australian Unity platform

HARRY PAGE  |  FRIDAY, 14 FEB 2014
Federation Managed Accounts (Federation) have been added to the Australian Unity Personal Financial Services' (AU PFS) approved platform list. AU PFS chief executive officer Steve Davis said the operational structure of the platform coupled with the ...

Australian Unity takes majority stake in Certainty Financial

MELANIE TIMBRELL  |  WEDNESDAY, 4 APR 2012
Corporate advisory firm Certainty Financial has entered a joint venture with Australian Unity Personal Financial Services, which has taken a majority interest in the practice. Steve Davis, Australian Unity Personal Financial Services general manager ...

Accountants boost AU planner business

COMPANY RELEASE  |  WEDNESDAY, 30 JUN 2010
... their clients to Australian Unity planners and mortgage brokers. General manager of Australian Unity Personal Financial Services, Steve Davis, said the growth is expected to accelerate in the next year as the firm deploys additional resources into the ...

Planners forced to rewrite succession plans

RUTH LIEW  |  FRIDAY, 22 JAN 2010
... can value their business. Craig Meldrum, national manager in technical services at Australian Unity Personal Financial Services, said an increasing number of planners worry about their succession plans, particularly with the Henry and Cooper Reviews ...

HSBC Premier business up 76 pc

COMPANY RELEASE  |  FRIDAY, 6 MAR 2009
HSBC Australia's personal financial services business grew its local customer base by more than 76 per cent in the past 12 months, but pre-tax profits were down compared to the previous year. The local arm saw pre-tax year-on-year profit up 42 per cent ...

HSBC names new head in personal fin services

RUTH LIEW  |  MONDAY, 26 MAY 2008
HSBC has appointed Graham Heunis as head of personal financial services in Australia. Heunis will be responsible for HSBC's retail bank as well as its consumer finance and cards operations in Australia. He was previously responsible for HSBC's retail ...

Second round of executive appointments for NAB

... banking, mergers and acquisitions and finance and strategy. Most recently Lefevre was NAB general manager personal financial services Australia. In his new role Lefevre will report to the group chief financial officer and will be a part of the group ...