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| | | ... is closed, as previously announced by IOOF this week. Terry Dillon will remain as chief executive of Shadforth Financial Group, and Nathan Stanton retains leadership of Bridges. A spokesperson for IOOF could not confirm whether current Consultum chief ... |
| | | | ... over the fraud charges following an extensive ASIC investigation. Gordon was previously the director of Refocus Financial Group and Diverse Capital Management. In July 2018, the Supreme Court of Queensland made orders to wind up Refocus following an ... |
| | | | ... accessible advice based on core principles of honesty and integrity. Both businesses have been licensed by Madison Financial Group for a number of years. Halcyon said it was not a decision either party made lightly. "After months of discussions it became ... |
| | | | ... financial officer of Westpac's insurance business. Prior to this, she worked as a deputy chief financial officer at BT Financial Group. Shanahan has previously worked with Macquarie Group in Sydney, as well as Cargill Investor Services and Citi Bank ... |
| | | | ... infrastructure and transport for Oceania. Kristy Datson is moving into the role after about two years at Mitsubishi UFJ Financial Group (MUFG). In her most recent role, she worked with Melbourne and Adelaide-based clients across these sectors with a ... |
| | | | ... security breaches through authorised representatives of RI Advice. One of those alleged incidents was at Frontier Financial Group, a trustee for the Frontier Trust, from December 2017 to May 2018. RI Advice was previously owned by ANZ but became a wholly ... |
| | | | ... Australia and abroad with Bank of America, JP Morgan Investment Management, Citigroup Asset Management and BT Financial Group. He is currently also the chair of local wealth manager First Samuel. "An important discipline in any company is planning for ... |
| | | | ... tried to build something lower cost...we are very mindful there is an audience we are not addressing," Magellan Financial Group chief executive Brett Cairns said. While the Core International Fund and Core ESG are new additions, Magellan has already ... |
| | | | ... Financial Planning, Count Financial and Financial Wisdom. From Westpac, the firm is focused on Westpac Bank, Securitor Financial Group and Magnitude Group. "Each of these institutions owed specific obligations to their customer designed to protect their ... |
| | | | Shadforth Financial Group has achieved the international fiduciary certification following an assessment by the Centre for Fiduciary Excellence. Shadforth is now one of just seven Australian advice firms to have the certification. "Advice relationships ... |
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