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Showing 41 - 50 of 65 results for "Bridges Financial"

Bridges brings another advice business under IOOF umbrella

LAURA MILLAN  |  TUESDAY, 10 JUN 2014
IOOF continues to grow its financial advice footprint after Bridges Financial Services acquired Credit Union Australia (CUA) financial planning division. Bridges, which is owned by IOOF, provides financial planning services to approximately 80% of the ...

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... easier if they can be part of more vertically integrated businesses." The latest developments at IOOF-owned Bridges Financial Services suggest that vertical integration might have already started. Its chief executive Michael Carter departed the organisation ...

Bridges CEO leaves after implementing IOOF model

LAURA MILLAN  |  MONDAY, 31 MAR 2014
Bridges Financial Services chief executive Michael Carter will depart the organisation on May 30, shortly after having finished the implementation of the shared IOOF model services. Bridges Financial has already started the search for a new chief executive ...

New retail manager for Franklin Templeton

BEN COLLINS  |  FRIDAY, 23 NOV 2012
... Investments. For the past six years, Hattersley worked at Invesco. Prior to that held sales roles at Credit Suisse, Bridges Financial Services and BT Funds Management.

HIP Super enters advice partnership

MELANIE TIMBRELL  |  TUESDAY, 12 JUN 2012
Health Industry Plan (HIP) has formed a strategic partnership with IOOF subsidiary, Bridges Financial Services for fee-for-service, flexible and scalable advice. According to HIP, transparency of cost structures and the provision of single and multi-issue ...

Lonsec adds three to research team

ELISE BURGESS  |  FRIDAY, 2 DEC 2011
... with Research & Advisory, Standard & Poor's investment consulting division and time as a research analyst at Bridges Financial Services. The third appointment is that of Adrian Hoe, Lonsec's new investment analyst who will specialise in managed funds ...

Former financial adviser gets three years jail time

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
... request to obtain funds from the client's account for his own purposes. ASIC was made aware of Brown's conduct by Bridges Financial Services, for whom he was an authorised representative between June 2007 and 13 May 2008. The commission said the investigation ...

Bans hit bad planners: ASIC

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
... adviser withdrew the money from 2002 to 2008. But he came undone when he became an authorised representative for Bridges Financial Services in 2007. The firm soon became suspicious and reported him to the corporate watchdog. ASIC banned Brown from providing ...

Former adviser faces fraud charges

ASIC RELEASE  |  THURSDAY, 27 JAN 2011
... falsified withdrawal request, to use the funds for his own personal use. The ASIC investigation began after Bridges Financial Services raised concerns of Brown's conduct. Brown was a financial adviser and authorised representative between 7 June 2007 ...

AWM advisers join AFA

MEDIA RELEASE  |  FRIDAY, 19 NOV 2010
... Advisers - bringing the industry association's membership to approximately 7,000 advisers. Four licensees including Bridges Financial Services, Wealth Managers, Executive Wealth Management Financial Services and SMF Wealth Management, representing 314 ...