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Showing 41 - 50 of 186 results for "Head of Advice"

Australian Retirement Trust makes three leadership appointments

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... executive general manager of advice, guidance and education. It's an elevation for Fuchs, whose title was previously head of advice, guidance and education. ART said this is a reflection of its "ongoing strategic commitment to the external financial ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... financial interests, guiding emotionally driven investors towards apt solutions for investment success. Brighter Super head of advice Steven O'Donoghue says that members can be driven by emotions in their investments or retirement, even though a trustee's ...

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
... was general manager of advice solutions at AMP Advice for one year, having previously spent close to two years as head of advice quality. She also held a raft of leadership roles within ANZ Wealth over the course of close to a decade. "Melinda has a ...

Financially stressed Aussies believe advice could improve well-being

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... trust and 33% believe they can manage their own finances. Only 32% currently access advice in some capacity. ART head of advice Anne Fuchs said Australians know advice can make a difference and want to access it. "But if the vast majority face barriers ...

UniSuper appoints new head of advice

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
UniSuper welcomed Andrew Gregory as its new head of financial advice and education, joining from a private wealth firm. Gregory commenced in the new role earlier this month, leaving behind the position of chief executive of Melbourne-based Arrow Private ...

Padua appoints general manager, sales

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... WA for Midwinter Financial Services. He will work alongside its head of sales and distribution Brett Canning and head of advice sales Joey McCann. A statement explained Lagudi will be responsible for propelling the sales effort at Padua, as well as developing ...

Perpetual Private hires from MLC, MetLife

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUL 2022
Perpetual Private has two new lead partners, including a former head of advice from MLC. It has also welcomed a national manager of trustee services. Chemere Brown and Matthew Le Belenger have joined, with Brown overseeing Victoria while Le Belenger ...

CareSuper grows leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JUN 2022
... insurance Michael Rooney. It has also been bolstered by another recent appointment, that of Ashley McAuliffe as head of advice. He was previously a practice manager with Mercer Financial Advice. Meanwhile, Nguyen has been promoted from head of risk to ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
Midwinter has appointed a new head of advice sales this month, who spent nearly a decade at Challenger. Stacey Cowan finished up as the state manager for New South Wales and the Australian Capital Territory at Challenger in December to join Bravura's ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... the Western Australian winner for building trust with a client who had previously received poor advice. Sunsuper head of advice and retirement Anne Fuchs said: "We were proud to support the AFA Great Advice awards in 2021 and would like to congratulate ...