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Showing 31 - 40 of 53 results for "Plum Financial Services"

Plum opens investment website

MICHAEL HOBBS  |  FRIDAY, 23 JAN 2009
Plum Financial Services has launched an equity market and investment information website, Investor market watch, for its members. The website shows a number of Standard & Poor's indices, real time data market data with the All Ordinaries Index, a range ...

PLUM's new chief to push comms

RUTH LIEW  |  THURSDAY, 11 DEC 2008
Plum Financial Services' new managing director Paul Carter flags plans to boost its communication campaign and delay some investment projects scheduled for next year to 2010 to steer Plum through a difficult 2009. Carter, who took over the reigns from ...

Plum cuts missing TFNs by 11pc

MICHAEL HOBBS  |  THURSDAY, 14 AUG 2008
Plum Financial Services' tax file number (TFN) campaign has proven successful, cutting the number of outstanding TFNs among its active members by 11 per cent to less than one per cent. The campaign, which began in May, resulted in the number of outstanding ...

Plum reloads for HNW clients

MICHAEL HOBBS  |  FRIDAY, 11 JUL 2008
Plum Financial Services relaunched its financial planning division, developed a pension product and revamped its website to better cater for high net worth (HNW) members. The firm's financial planning service, which includes 60 financial advisers, was ...

QSuper appoints three GMs

... the risk management and compliance for companies including AMP, Suncorp, Mellon, Financial Synergy and Plum Financial Services. With a Masters degree in Risk Management under her belt, Maria is also a CCP (Fellow) of the ACI, a fellow of ANZIIF and ASFA ...

MLC expands corp super team

MICHAEL HOBBS  |  THURSDAY, 25 OCT 2007
... senior roles with AMP, ING and ANZ. He will continue to manage the business development team at, MLC owned, Plum Financial Services. In this role, Woodall will be responsible for MLC's MasterKey Business Super and work closely with advisors from its ...

ASFA awards Who's Who

... their Grow Member Value Program Mercer Wealth Solutions for their Simpler Super communication campaign Plum Financial Services for their Escalator Program First State Super for their email marketing strategy 2006-07 Merit Awards Ipac Securities for their ...

CitiStreet expands team

MICHAEL HOBBS  |  TUESDAY, 28 AUG 2007
... consultancy. He also worked at MLC as general manager of business and market development and was head of Plum Financial Services Sydney office over an eight-year period. Michael Longes has been appointed head of tax and will be responsible for leading ...

Plum awash with TFNs

CHRIS NICHOLLS  |  WEDNESDAY, 11 JUL 2007
Plum Financial Services' campaign to inform clients about the significance of not submitting tax file numbers post-1 July has netted a four-fold rise in submissions over the past few months, according to chief executive, Mike Fitzsimons. The number ...

Plum podcasts

HAMISH MADDEN  |  MONDAY, 25 JUN 2007
Plum Financial Services is targeting Gen Y with a move to podcasting information the first step in a multi-channel communications strategy. Managing director, Mike Fitzsimons, said the move to podcast the Plum member newsletter was the first step in ...