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Showing 41 - 50 of 200 results for "Signature"

AAT downgrades adviser banning

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... falsely witnessed binding nomination of beneficiary forms for 17 clients, backdated documents and falsified a client's signature while a representative of ANZ. Lee represented Infocus between 5 June 2010 and 15 June 2017, and ANZ between 19 September ...

IOOF to adopt new name, brand

JAMIE WILLIAMSON  |  THURSDAY, 21 OCT 2021
... acquisition of MLC, which has effectively doubled IOOF in size. In addition to the new name, the group will retain its signature green and adopt a new logo, a reinterpretation of its current interlocking rings. The change will not impact other businesses ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
A hybrid delivery model of financial advice is not going anywhere as building relationships with clients remains crucial. Speaking at the Association of Financial Advisers (AFA) Conference, intelliflo chief sales officer UK & Australia Johann Koch reiterated ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... less in 2021 at 7.3%. One example of advisers rapidly adopting technology is in the use of online meeting and digital signature tools, which increased since the onset of COVID-19. Some 75% of practices now use online meeting tools compared to 45.7% in ...

Conditional release for former Hillross adviser

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
A former financial adviser has received a conditional release without conviction for a period of two years after pleading guilty to false document charges. Wael Kourieh, who was an authorised representative of Hillross between 2010 and 2016, pleaded ...

Former Hillross adviser pleads guilty

ELIZABETH MCARTHUR  |  TUESDAY, 13 JUL 2021
Wael Kourieh, who was an authorised representative of Hillross between 2010 and 2016, has plead guilty to false document charges following an ASIC investigation. Kourieh pleaded guilty to one count of making false documents and one count of using false ...

Retail funds blitz personal-balanced options

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
... lifecycle MySuper product across most age cohorts, followed by CFS FirstChoice Employer, BT Lifestages, Mine Super and AMP Signature," the report read.

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... falsely witnessed binding nomination of beneficiary forms for 17 clients, backdated documents and falsified a client's signature while a representative of ANZ. Lee represented Infocus between 5 June 2010 and 15 June 2017, and ANZ between 19 September ...

Unlisted assets deliver modest returns

KARREN VERGARA  |  WEDNESDAY, 31 MAR 2021
... on top in the three years to September 2020. Looking at returns alone, Prime Super (7.9%), TelstraSuper (7.1%), AMP Signature Super (6.6%) and CareSuper (6.6%) were the top performers for the period. This story was updated at 4pm.

ASIC okay with virtual AGMs

KANIKA SOOD  |  WEDNESDAY, 24 MAR 2021
The corporate regulator will take a "no action" position on companies holding their annual general meetings via videoconferencing as the COVID protections lapse. ASIC's no action position will: support the holding of meetings using appropriate technology ...