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Showing 41 - 50 of 290 results for "Financial Advisory"

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... finalists are Amie Baker from Rekab Advice, Kathy Havers from Viridian Advisory, Morgan Hayward from Yield Financial Advisory, Madeline Jacovides from Mazi Wealth, Kathryn McDonald from Boutique Advisers and Cara Williams from Sufficient Funds. TAL general ...

Findex appoints chief people officer

CHLOE WALKER  |  TUESDAY, 16 AUG 2022
Kath Nell has been appointed to the position of chief people officer by the privately-owned financial advisory and accounting services firm. With over 20 years in human resources, Nell will lead Findex's human resources function, which encompasses culture ...

Findex promotes new regional partners

CHLOE WALKER  |  WEDNESDAY, 6 JUL 2022
... Approximately half of the new appointments are based in regional locations, bolstering the privately owned financial advisory's commitment to supporting regional clients. The expertise of new partners spans across wealth management, business advisory ...

State Super welcomes new board director

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
... than 30 years' experience in financial services. She is currently managing director of See Y, a commercial and financial advisory consultancy she founded. Prior to that, she was general manager of Westpac's commercial bank. She also served as general ...

Findex Group acquires firm

CASSANDRA BALDINI  |  MONDAY, 20 JUN 2022
... trades under Atticus Business Accountants and Basecamp Bookkeeping in Toowoomba. Findex is a privately-owned financial advisory and accounting service currently employing 2700 staff across Australia and New Zealand. It services a client base of over ...

Ausbil adds to sales capabilities

CHLOE WALKER  |  FRIDAY, 17 JUN 2022
... experience in financial services. Prior to Magellan, she was a practice manager and co-owner of a boutique financial advisory practice for over a decade and has previously held marketing and distribution roles at Perpetual, Fidelity and Perennial. "We ...

ASIC succeeds in application to liquidate Ascent

CASSANDRA BALDINI  |  MONDAY, 6 JUN 2022
... and held approximately $4 million in assets. The Court appointed Matthew Donnelly and Sean Hughes of Deloitte Financial Advisory as provisional liquidators and made orders for a report to be provided to the Court by 22 June 2022, including information ...

Lazard AM chief executive to retire

JAMIE WILLIAMSON  |  THURSDAY, 7 APR 2022
... and previously held roles including chief operating officer, global head of strategy and chief executive of financial advisory.

Mercer nabs Lonsec consultant

ELIZABETH FRY  |  MONDAY, 31 JAN 2022
... as an investment consultant. Before that, he was a research services manager at Findex Group, the integrated financial advisory and accounting services provider. Earlier, he worked at Centric Wealth as an investment support coordinator and at Garnaut ...

New appointments to FSC board

CHLOE WALKER  |  FRIDAY, 10 DEC 2021
... representing Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The industry is responsible for investing almost $3 trillion on behalf of ...