Search Results | Showing 31 - 40 of 51 results for "Plum Financial Services" |
| | | 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 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 ... |
| | | | ... while Meera Ghelani joins the fund as company secretary. Most recently Ghelani was legal counsel for MLC's Plum Financial Services division. Robin Burns, Equipsuper chief executive officer, said the appointments came as a result of the fund's recent ... |
| | | | Plum Financial Services has just passed $8 billion in funds under administration, the business putting its success down to a focus on member retirement outcomes and the incorporation of behavioural finance into product development. Managing director ... |
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