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Showing 511 - 520 of 1943 results for "Victoria"

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR | FRIDAY, 4 DEC 2020

... responsibilities will lie solely with the dealer group channel. Petrie joins from Shadforth, where he was head of advice for Victoria and South Australia for five years. "He takes over a team of experienced financial planners dedicated to servicing the ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR | THURSDAY, 3 DEC 2020

... the firm we have built." Link Financial Services Group is a wealth management firm headquartered in Caulfield North in Victoria. It caters to ultra-high and high net worth individuals and offers family office services. "Taking advantage of Connectus' ...

Chief economist update: Australia is out

BENJAMIN ONG | THURSDAY, 3 DEC 2020

... relaxed. The easing of restrictions also increased demand for goods, which rose 5.2 per cent." And that's despite Victoria - which accounts for around 25% of total Australian output - in lockdown during the period. "Victoria was the exception, with ...

Dollarmites faces more backlash

ANNABELLE DICKSON | TUESDAY, 1 DEC 2020

... about money that doesn't involve kickbacks," she said. "Australia's other state and territory governments should follow Victoria's lead and kick CBA out of the classrooms." The rate on the CBA Youthsaver account has plummeted from 1.85% 12 months ago ...

ASIC cancels two AFSLs

ELIZA BAVIN | MONDAY, 30 NOV 2020

ASIC has cancelled the AFSLs of two financial services providers, one from Victoria and the other from Western Australia. Victorian financial services provider Jels Financial Group has had its license cancelled by the regulator for failing to demonstrate ...

LGBTI+ leaders list 2020 revealed

ELIZABETH MCARTHUR | FRIDAY, 27 NOV 2020

... Chimaera Capital, Rochelle Pattison made the list. On top of her career at Chimaera, Pattison is treasurer of Transgender Victoria and Carlton Pride. "I used to call ahead to warn people that I was transgender - but now my gender identity is a non-negotiable ...

FPA announces 2020 award winners

KANIKA SOOD | THURSDAY, 26 NOV 2020

... Innovation Award sought to recognise members who have using advice to automate or deliver advice, or to engage with clients. Victoria-based Corey Wastle of Verse Wealth won the award. FPA Paraplanner of the Year Award went to Emma Zwaan of Capital Partners ...

Count Financial targets growth with new hire

ANNABELLE DICKSON | WEDNESDAY, 25 NOV 2020

... and practices within NAB's self-employed licensees. Prior to joining NAB, Carlton was head of financial planning for Victoria and Tasmania at AMP and was responsible for the performance of 180 advice practices. Count Financial chief advice officer Andrew ...

Retail superannuation funds grilled on member priorities

KARREN VERGARA | TUESDAY, 24 NOV 2020

... straightforward for an industry fund because there's no overarching owner who's taking profit out of the fund." He asked Victoria Weekes, the chair of ANZ's trustee OnePath Custodians, why its members were paying as much as 23% more for a ...

T. Rowe Price recruits analysts

KARREN VERGARA | FRIDAY, 13 NOV 2020

... Management. The firm recently expanded its Australian intermediary team, appointing Amie Boscacci as a relationship manager for Victoria and Tasmania, having spent nearly three years at Macquarie.

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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