Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 581 - 590 of 16719 results for "Client"

QIC promotes infrastructure debt duo

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... inaugural private debt fund, and these promotions reflect their strong performance and expanded responsibilities across client engagement, team leadership, and strategic decision-making," QIC said. Separately, Megan Jones has been appointed fund manager ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
Tahlia Rozis, who joined Federation Asset Management in November as distribution manager, has left the firm after three months to take up a new role at Generation Life. Generation Life has appointed Rozis as distribution manager. She joins Brendon Rodda's ...

Warakirri bolsters distribution squad

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... joined Warakirri as we continue to build the firm's relationships across the retail and wholesale markets. Rory's client-first approach aligns well with sophisticated advisers who are demanding differentiated, quality solutions." "Our recently ...

Prime Super picks new asset consultant

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... to work with super funds don't come along often so it's very exciting to be able to add a fund like Prime Super to our client group. Especially a fund with a clear strategy and a firm focus on its members. We know we can add value and ultimately help ...

FNZ appoints leads for APAC, North America

KARREN VERGARA  |  WEDNESDAY, 11 MAR 2026
... to group head of Asia Pacific. He will retain the role of group head of markets. Hiom will be responsible for strategy, client delivery and growth across Asia Pacific, as well as lead the provision of technology and dealing services. Hiom joined FNZ ...

Interprac sues AFCA over Shield determination

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2026
... one of its representatives and the advice they provided regarding the Shield Master Fund. The determination related to a client who was a member of the Macquarie Superannuation Plan and lost most of his super after being advised by an Interprac adviser ...

Infocus reinforces focus on adviser support, governance with new hire

MATTHEW WAI  |  TUESDAY, 10 MAR 2026
Infocus has named its head of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure ...

Brisbane financial adviser appears in court on dishonesty charges

RIDDHIMA TALWANI  |  TUESDAY, 10 MAR 2026
... ASIC alleges Prakash engaged in unlicensed financial services related to securities, executed unauthorised share trades on client accounts, falsified a fixed-term deposit certificate and misappropriated funds from both personal and self-managed superannuation ...

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
ASIC has banned Melbourne-based financial adviser Raluca Terheci from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

Top investment teams built on diverse views, transparency

KARREN VERGARA  |  MONDAY, 9 MAR 2026
Successful female fund managers thrive in investment teams that are built on diverse views, trust and transparency, which are equally important in the companies they invest in. Looking at the progress of gender parity in wealth management, top female ...