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Showing 561 - 570 of 1242 results for "Western"

Decimal and P&N announce advice partnership

ALEX BURKE  |  TUESDAY, 7 JUL 2015
Financial services software provider Decimal and Western Australian mutual bank P&N have entered into a partnership to provide online advice services to customers. This is Decimal's first partnership with a mutual bank and forms part of P&N's strategy ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 19 JUN 2015
... head - David Glascott has joined Prime Value from Investors Mutual, where he was state manager for Victoria, Tasmania and Western Australia.

Prime Value appoints distribution head

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
... distribution. David Glascott joins Prime Value from Investors Mutual, where he was state manager for Victoria, Tasmania and Western Australia. He has also held positions at NAB, Macquarie Bank and Merrill Lynch. At Prime Value, he will manage the company's ...

Australian Unity completes capital raising for new fund

ALEX BURKE  |  THURSDAY, 11 JUN 2015
... Charlie Wapshott, joining the company from Morningstar, will direct business development in Victoria, South Australia, Western Australia and Tasmania; Chad Brookes, coming from various financial planning roles at Westpac, will oversee the New South Wales ...

J.P.Morgan makes Australian appointment amid global restructure

LAURA MILLAN  |  TUESDAY, 2 JUN 2015
J.P.Morgan Asset Management has appointed a key account manager for Victoria, Tasmania, South Australia and Western Australia. Business development manager Joseph Tobias will join the funds business as key account manager to strengthen the firm's presence ...

Infocus looking to expand advice services

DARREN SNYDER  |  FRIDAY, 29 MAY 2015
... Services. Financial advice services to be delivered across the Infocus Group will initially roll out to TWUSUPER members in Western Australia. Infocus Wealth Management's managing director, Rod Bristow, said it was the company's intention to work closely ...

Western unconstrained strategy wins first mandate

LAURA MILLAN  |  FRIDAY, 15 MAY 2015
One of Western Asset Management's unconstrained strategies has won its first mandate from a large institutional investor in Australia. Western client service and marketing executive Michael Dale did not give more details about who the investor was or ...

Equity Trustees appoints WA estate planning lawyer

STAFF WRITER  |  THURSDAY, 14 MAY 2015
Equity Trustees recently expanded its estate planning team in Western Australia with the appointment of Brigitte Hollett as estate planning lawyer. It follows the recent appointment of Stephanie Smith as estate planning solicitor which created Equity ...

Financial services SMEs top confidence survey

MARK SMITH  |  WEDNESDAY, 6 MAY 2015
... said they have a positive business outlook. Unsurprisingly, companies in NSW and Victoria were more optimistic than in Western Australia, where 57% of respondents were more worried about economic conditions this year than last. "The majority of the 620 ...

Negative Chinese news clouding opportunity: Wells Capital

MARK SMITH  |  WEDNESDAY, 29 APR 2015
... stocks as growth stories, Shimada said there is actually a greater selection of dividend payers than you tend to see in Western economies. "A lot of the dividend payers in the developed world are ex-growth and it's often confined to the utilities, infrastructure ...