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Showing 41 - 50 of 71 results for %22Merit Wealth%22

Madison FG appoints governance head from ANZ

ALEX BURKE  |  FRIDAY, 29 SEP 2017
... governance and professional standards. Kirsten Lynn joins Madison from ANZ Private, where she was an associate private wealth adviser. Prior to that, she was a legal officer for merits review and decisions at the Office of the Australian Information ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... standards in vertically integrated financial services licensees." Responding to the news, NAB executive general manager of wealth advice Greg Miller said: "For some years now, NAB has been on a journey of simplification, seeking to make things easier ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
... said the proposed acquisition would be complementary to its existing wealth management operations, which includes Merit Wealth, and would provide a "significant lift-up in earnings." At this stage, Easton has reached a formal conditional agreement with ...

Equity Trustees flags acquisition

ALEX BURKE  |  MONDAY, 12 DEC 2016
... company is in discussions to acquire Sandhurst's estates business, and is currently considering the "strategic and financial merit of combining the two businesses." At this stage no agreement is confirmed. EQT has been on a major growth drive throughout ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... Life. Meritum Financial Group has more than 100 advisers across Australia, providing personalised financial planning and wealth advice to clients. Poole will start his new role on 1 January 2017. "With almost three decades' experience in the financial ...

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
... keynotes from CBA's executive manager, research Aman Ramrakha and SuperConcepts' executive manager, SMSF technical and private wealth Graeme Colley. Ramrakha discussed the merits of moving to an objectives-based advice model, while Colley discussed the ...

Diversity isn't going to a Chinese restaurant: PwC

ALEX BURKE  |  FRIDAY, 22 JUL 2016
... old white blokes who go out for a Chinese dinner and think they're into cultural diversity." New FSC deputy chair and ANZ Wealth Australia managing director Alexis George, also on the panel, agreed, recalling a previous employer who told her, "It's not ...

ASIC bans NAB-aligned adviser

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... under the Meritum licence for 10 months between August 2013 and June 2014 before termination. NAB executive general manager wealth advice Greg Miller said doing the right thing by customers must be the priority for advisers but this wasn't the case for ...

NAB Wealth Advice hires growth manager

MARK SMITH  |  FRIDAY, 4 DEC 2015
NAB Wealth Advice has appointed a former ING DIRECT executive to the role of business growth manager, strategic alliances and growth. Charles Smith has 25 years of experience within the wealth management industry, having held senior roles with ING DIRECT ...

FEATURE: The circle of life

DARREN SNYDER  |  MONDAY, 9 NOV 2015
... Superannuation Trustees (AIST) suggested the nation's super system is more than four decades from maturity. The view has merit in the sense there are many Australians yet to spend their entire working life committed to compulsory superannuation guarantees. ...