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Showing 41 - 50 of 50 results for "Advice Division"

Fitzpatricks hires former CFSGAM head of marketing

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
... marketing at Vanguard. Prior to that he was general manager of marketing at Commonwealth Bank's financial planning and advice division. Ireland was chief operating officer of Brevan Howard in the United Kingdom, before returning to Australia to take ...

CBA apologies again, refutes reckless culture accusations

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... Committee (ASIC), which was prompted by cases of alleged document forgery, fraud and improper advice within CBA's advice division. "These actions were facilitated by a reckless, sales-based culture and a negligent management, who ignored or disregarded ...

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... services industry," head of Shadforth Financial Group Nick Bedding told Financial Standard. Shadforth is SFGA's advice division and the key to a transaction that is set to grant IOOF a stronger distribution arm and access to the high net worth market. ...

ClearView expands advice division

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
ClearView Wealth Limited has expanded its advice division with the number of advisers in its dealer group increasing more than one-third since December. This expansion, announced via an ASX update, reflects ClearView's advice strategy which includes ...

Suncorp Life appoints new risk head

MATT WOODINGTON  |  WEDNESDAY, 21 SEP 2011
... Summerhayes. Suncorp Life is the life insurance, superannuation and investment, asset management and financial advice division of Suncorp Insurance. Suncorp Life's products and services are provided by Asteron and Suncorp and its financial advice brands ...

Mercer super members seek help in volatility

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
... movements. Phone-based advice requests also rose by 30% over the past fortnight. Surprisingly, Mercer's financial advice division did not match these numbers. Jo-Anne Bloch, Financial Advice leader at Mercer told Financial Standard its financial advisers ...

Shadforth signs direct shares deal

MICHAEL HOBBS  |  THURSDAY, 10 DEC 2009
... signed Praemium to provide portfolio administration services to its clients. Nick Bedding, chief executive of the advice division at Shadforths, said the group was looking for a highly efficient and scalable solution that would allow the group to centralise ...

Hillross buys Rabo Financial Advisors

MICHAEL HOBBS  |  FRIDAY, 13 NOV 2009
... staff including 17 advisers with $430 million in funds under advice (FUA) across 2,000 clients. The financial advice division has offices in major regional centres in New South Wales, Queensland and Western Australia. The business will join Hillross ...

Perpetual to review cost base

MICHAEL HOBBS  |  WEDNESDAY, 28 MAY 2008
... billion, after the firm recorded falls across its Australian equity assets and institutional businesses. The firm's advice division, Perpetual Private Clients, saw funds under advice fall five per cent since the end of June last year to $8 billion. "While ...

GESB launches advice division for members

HAMISH MADDEN  |  FRIDAY, 13 APR 2007
... head up the division. Former Mercer HR Consulting executive, Michael Heffernan, will head up the GESB Financial Advice division, which will provide advice on a fee for service basis to GESB's 275,000 members. GESB chief executive officer, Michele Dolin ...
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