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Showing 41 - 50 of 1611 results for "Excel"

DASH reshapes leadership team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
DASH Technology Group has refreshed its senior leadership team appointing a new chief risk officer and chief operating officer ahead of its next growth spurt. The structural shift sees Terri Ho take on the role of chief risk officer, shifting from head ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
The 2025 Financial Advice Association Australia (FAAA) Award recipients were announced at the FAAA Congress Gala Dinner in Perth. Following judging, 18 finalists across six categories were recognised for their focus on delivering the highest standard ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
Milford Asset Management has appointed an acting country head for Australia after news Kristine Goodwin is taking on a new role at AMP. Milford confirmed Goodwin is departing in December after resigning. She will be taking on the newly established role ...

NZ Super Fund appoints people and culture lead

ANGELIQUE MINAS  |  MONDAY, 17 NOV 2025
The Guardians of New Zealand Superannuation has appointed Leona Cheffins as general manager for people and culture, effective today. Cheffins brings over 20 years of experience in the financial services industry. Beginning her career as a finance and ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
Ascalon Capital has acquired Evergreen Consultants, saying the two firms have a shared focus on investment excellence, governance and adviser partnerships. The deal will strengthen Ascalon's position in the domestic wealth management market by leveraging ...

Former Selfwealth chief lands new gig

MATTHEW WAI  |  FRIDAY, 7 NOV 2025
After finishing up at Selfwealth in September, Craig Keary is now leading a Sydney-based private credit manager. Keary has joined Keyview Financial Group as chief executive, bringing more than 30 years of experience across global financial markets. ...

Damian Graham jumps to Challenger

ELIZA BAVIN  |  WEDNESDAY, 5 NOV 2025
Challenger has announced the appointment of Damian Graham to the new role of group chief investment officer, effective January 2026. The group chief investment officer position is a new role that will integrate investment teams from Challenger Life ...

APRA tackles 'weak demand' for longevity products in second consultation

KARREN VERGARA  |  WEDNESDAY, 29 OCT 2025
... risks certain asset types may present to longevity product policyholders," APRA said. Another proposal is to introduce an Excel-based reporting template given the few entities currently offering longevity products. APRA will consult on reporting templates ...

Pinnacle names head of client solutions

ANGELIQUE MINAS  |  TUESDAY, 21 OCT 2025
Pinnacle Investment Management Group (Pinnacle) has appointed David Wright as its first head of client solutions. Wright brings over 30 years of experience to the role, with expertise in investment research and consulting. He was most recently at Zenith ...

Fidante partner hires from WTW

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
Fidante's Partners new affiliate Fulcrum Asset Management has hired a high-profile liquid alternatives specialist as chief strategy officer Fulcrum has welcomed Sara Rejal to the newly created role as the London-based asset manager moves to expand ...