Search Results | Showing 31 - 40 of 102 results for %22Suncorp Advice%22 |
| | | ... quality of advice to determine whether the advisers are acting in their clients' best interests. Separately, ASIC announced Suncorp subsidiary MTA Insurance will refund young customers who were sold add-on life cover that had little or no value via car ... |
| | | | Suncorp has named a new head of wealth and life intermediaries. Dan Waller, who has been acting head since June, has now been appointed permanently to the role. He has more than 28 years' experience in the financial services industry, joining Asteron ... |
| | | | ... management for Heritage Bank Richard Herbst. Having also previously served as national manager of wealth management at Suncorp, Herbst will be responsible for Infocus' AFSL operations. Former BT Financial Group general manager VIC/TAS/ACT, Michael Corcoran ... |
| | | | ... to joining NAB he was chief executive officer of Keystone Partnership and has held roles with Centrepoint Alliance and Suncorp Life. Meritum Financial Group has more than 100 advisers across Australia, providing personalised financial planning and wealth ... |
| | | | ... clear Elliott sees winding down the group's wealth management functions as a strategic priority, and the move follows Suncorp exiting advice, Bankwest closing its salaried advice division and NAB selling 80% of its MLC life insurance business to Nippon ... |
| | | | ... industry this week. Following news that Bankwest would be closing its salaried advice division in the coming months, and Suncorp exiting its advice business in 2015, there appears to be an emerging trend at institutional licensees. Infocus Wealth Management ... |
| | | | Suncorp has appointed a new chief executive banking and wealth, and made two other leadership team changes. David Carter was previously chief financial officer for banking and wealth. He has held other roles at Suncorp, including executive general manager ... |
| | | | ... Affordable Housing Consortium. She also sits on the Queensland Advisory board at AustralianSuper, and was chief risk officer at Suncorp Bank for five years. "Her breadth of experience will be very valuable to Kina Securities," Kina chair Sir Rabbie Namaliu ... |
| | | | ... where he held roles including senior financial planner and business protection specialist. Prior to this he worked at Suncorp Group as both a financial adviser and team supervisor - wealth management. Commenting on the appointment, MGD Wealth chief executive ... |
| | | | ... Legacy Planning owner and director JosA(C) Pais brings a high level of expertise and knowledge from previous roles at Suncorp as a corporate authorised representative, and at Westpac as a corporate financial planner. Pais said he chose Elders over other ... |
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