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Showing 5261 - 5270 of 9284 results for "wealth"

ASIC permanently bans dishonest adviser

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... banned a Tasmanian financial adviser from providing financial services. Director and former financial adviser at Directions Wealth Management, Andrew Williams, has been permanently banned by ASIC for dishonestly providing financial services. Williams ...

Findex hit with penalties

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... the Findex website that gave rise to ASIC's concerns included: "a corporate member of the Findex group, Financial Index Wealth Accountants Pty Ltd, was one of Australia's leading independent providers of retail financial planning, accounting and wealth ...

Morgan Stanley chief executive steps down

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
... During Harker's tenure Morgan Stanley has grown from a team of less than 20 staff to a full service investment bank and wealth manager, now with over 600 staff in six offices around Australia. Harker told Fairfax Media that his time with Morgan Stanley ...

NGS inks deal with advice firm

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
... understanding their goals and ensuring that they make appropriate financial decisions to secure their future from a whole of wealth perspective. A key part of this is making sure members have access to quality and professional financial advice. The benefits ...

StatePlus appoints new CEO, boosts board

ALEX BURKE  |  FRIDAY, 7 OCT 2016
... chair Neil Cochrane said he was "delighted" to announce Arnott's appointment, adding that Arnott "brings to this role a wealth of experience and industry knowledge gained from a 25 year career, including nine years at First State Super and 16 years at ...

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
... Association of Financial Advisers and Asteron Life have presented the 2016 AFA Excellence in Education Award this morning. Ascent Wealth Management's Stephen Nielsen was presented the award, while Steve Dobson of Mal Dobson & Associates was awarded a ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
If the superannuation draft legislation released last week is passed high net-worth investors may need to consider alternatives to supplement their super such as investment bonds, according to Centuria Capital. Centuria's Neil Rogan, general manager ...

ANZ blames tech and training for bank mishaps

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... Despite having only been in the role for nine months, the committee questioned Elliott over a range of issues within ANZ's wealth management division, particularly the various breaches within OnePath between 2013 and 2015; described by committee chair ...

Crestone signs former Rio Tinto CEO

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
Wealth management firm Crestone has named a new non-executive director. Leigh Clifford joins Crestone, which now has $14 billion in assets under management, having accrued substantial experience in the management of businesses in Australia and internationally ...

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
... association's annual conference in the nation's capital. The AFA Rising Star of the Year Award, which is supported by ANZ Wealth, was launched in 2005 to recognise new advisers who are providing quality advice, who demonstrate a commitment to education ...