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Showing 41 - 50 of 107 results for "Millennium"

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
Australian Unity announced 13 new investment managers have joined its Lifeplan Investment Bond. The national health, wealth and living mutual company also unveiled 24 new investment bond options for its investment bond offering. Lifeplan Investment ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
HSBC Australia is shuttering its retail financial advice division. The closure follows a strategic review and HSBC Australia did not disclose how many staff members are affected. A HSBC spokesperson said: "We have ceased offering retail financial planning ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
The former acting chief executive of Count Financial is taking on a newly-created leadership role within Australian Unity's financial advice business. Michael Csavas is joining Australian Unity as general manager, self-employed advice; a new role ...

ANZ dealer group chief departs

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
The chief executive of several ANZ-aligned advice dealer groups is joining Australian Unity. Millennium3 and Financial Services Partners chief executive Matt Brown has been appointed to lead Australian Unity's financial advice division. As executive ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
Missed something? Here's a recap of the most read stories to come out of the second week of the Royal Commission's inquiry into financial advice. High profile adviser under fire The Royal Commission heard how Fair Work commissioner Donna McKenna received ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
ANZ has blamed its systems and processes for failing to adequately monitor in-house financial advisers as well as its authorised representatives within three of its aligned dealer groups. Week two of the Royal Commission tasked with scrutinising advice ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... Commonwealth Bank Dover Financial Planning Association of Australia Genesys Wealth Advisers Hillross Financial Services Millennium 3 RI Advice Group The second round of public hearings will be held in Melbourne at the Owen Dixon Commonwealth Law Courts ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... Financial Planning dealer group. Becoming the 24th practice to join Elders since 2016, Marlene Zwarts has moved from a Millennium 3 firm to build out her own business at Diamond Creek, Melbourne. Elders Financial Planning head Tony Beaven welcomed Zwarts ...

AMP Capital enters US telco market

JAMIE WILLIAMSON  |  TUESDAY, 13 MAR 2018
... our first North American fibre asset." In the region, AMP Capital is already invested in underground parking system Millennium Garages, and shipping and intermodal terminal operator, ITS ConGlobal. The telco's current investors include Boston private ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
A former Millennium 3 and Lonsdale Financial Group financial adviser was banned for seven years for personally using client funds. Glenn William Connor was banned by ASIC after it found that he had used clients' assets as security for a margin loan ...