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Showing 31 - 40 of 120 results for "Securitor"

BTFG announces giant Panorama leap

DARREN SNYDER | THURSDAY, 23 MAR 2017

... BT Financial Group's dimensions as at 30 September 2016: Financial advice - 510 salaried advisers; 589 Magnitude and Securitor advisers Investments - $32 billion funds under management (FUM); $1bn in deposits, $2bn in margin lending Private wealth - ...

Former BT executive to head advice group

JAMIE WILLIAMSON | THURSDAY, 9 MAR 2017

... as a product manager with Merrill Lynch and, prior to her role at BT, she served across a number of senior roles with Securitor and MLC, and was national operations manager at Godfrey Pembroke. Donat said she is excited by the opportunity to lead the ...

BT licensee head departs

JAMIE WILLIAMSON | FRIDAY, 20 JAN 2017

... acting in the position. Donat held the role since November 2014, prior to which she was head of strategic growth at Securitor, the Westpac Group's adviser dealer group. She also spent seven months as national operations manager for Godfrey Pembroke and ...

Top 10 executive appointments in 2016

STAFF WRITER | FRIDAY, 23 DEC 2016

... Financial Planning. He held a similar role at BT Financial Group before that, and has also held senior positions at Securitor and AMP. 4. AMP Capital COO made redundant in restructure AMP Capital made a C-suite executive's role redundant as it reshuffled ...

BTFG to combine key research divisions

ALEX BURKE | WEDNESDAY, 2 NOV 2016

... of advisers who provide financial product advice through BT Advice aligned financial planning channels. This includes Securitor Financial Group, BT Select (operating under Magnitude Group), Westpac Financial Planning, St.George Financial Planning and ...

Securitor names adviser of the year

KERRIE SYDEE | MONDAY, 17 OCT 2016

Securitor celebrated its outstanding advisers and practices by revealing its national Adviser of the Year at a recent gala dinner. Heidi Schwegler was awarded the 2016 National Adviser of the Year, David Simon the National Rising Star of the Year and ...

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS | WEDNESDAY, 13 APR 2016

... awards, with eight financial advice practices taking out the five national and 10 state practice awards. Of these, the Securitor Financial Group network of practices and advisers took out six of the nine national awards, with the Millennium3 and Hillross ...

Advice GM leaves ANZ

ALEX BURKE | TUESDAY, 9 FEB 2016

... Financial Planning. He held a similar role at BT Financial Group before that, and has also held senior positions at Securitor and AMP. Commenting on his departure, an ANZ spokesperson said, "Neil left ANZ on Monday 8 February. Neil has decided that this ...

BT develops digital learning tool for advisers

STAFF WRITER | FRIDAY, 4 SEP 2015

... not only meet educational standards but maintain them as well." Dealer groups that will have access to the tool are Securitor, BT Select and Licensee Select.

BT reveals winners of national awards

STAFF WRITER | WEDNESDAY, 19 AUG 2015

... Star is Nathan Treloar, from Western Australian firm KLW Insurance and Planning. The three winners were licensed under Securitor, while the national winner of the Licensee Select award was DMG Financial. Licensee Select finalists were William Buck Wealth ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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