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Showing 6211 - 6220 of 9288 results for "wealth"

Senior van Eyk executive joins independent advice firm

MARK SMITH  |  MONDAY, 13 OCT 2014
... at ANZ. He has also worked for IPAC and Zurich. Fitzpatricks Financial Group is a privately-owned national advisory and wealth management firm. It has offices in Sydney, Brisbane, and Melbourne and across Australia and manages over $2.5 billion on behalf ...

CBA receives 4200 requests for advice review

JAMES FERNYHOUGH  |  MONDAY, 13 OCT 2014
... reviewed by the Commonwealth Bank's (CBA's) Open Advice Review program. This figure represents around 1% of customers on CBA's wealth book, although not all of those are eligible to have their advice reviewed. Any CFP or Financial Wisdom customer who ...

AFA presents Excellence in Education award

ALICE URIBE  |  MONDAY, 13 OCT 2014
Peter O'Callaghan of MSI Taylor Wealth Management has won the 2014 AFA Excellence in Education Award, presented at the AFA 2014 National Adviser Conference in Cairns today. The Association of Financial Advisers (AFA) and Asteron Life presented the award ...

AFA announces new directors

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
... advice." JBS Financial Strategists director and AFA Adviser of the Year Jenny Brown will become vice president and Experience Wealth Advice founder Steve Crawford was appointed treasurer. State directors are Jeff Thurecht (NSW), Chris Browne (Victoria) ...

AFA names 10th Rising Star Award winner

ALICE URIBE  |  SUNDAY, 12 OCT 2014
Benjamin Budge of My Wealth Solutions has been named the 2014 AFA Rising Star of the Year at the AFA National Adviser Conference in Cairns. The award, now in its 10th year, was presented by the Association of Financial Advisers (AFA) and ANZ Wealth ...

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
Dealer group Premium Wealth Management has signed up three new accounting practices who are looking to add financial planning operations to their businesses. ADX Financial Planning (formerly part of Moon Cunningham and licensed through Count), Sullivans ...

OneVue cuts deal with Spring FG

ALICE URIBE  |  FRIDAY, 10 OCT 2014
... expanding its SMSF footprint. The wholesale superannuation services provider has partnered with financial planning and wealth management firm Spring FG to allow the firm to make use of its platform. "Our core Platform Services capability will be used ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
ClearView Wealth Limited has launched a new super and pension product and introduced a new administration platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies ...

Damien Mu elected to FSC board

JAMES FERNYHOUGH  |  WEDNESDAY, 8 OCT 2014
... operations, claims and underwriting, superannuation, investments, distribution, product, pricing and marketing, Damien brings a wealth of experience to the FSC Board." His appointment brings the number of directors on the FSC board to 14, representing ...

MyState Financial becomes MyState Bank

MARK SMITH  |  TUESDAY, 7 OCT 2014
Listed banking and wealth management group MyState Limited has changed the name of its Tasmanian-based banking subsidiary, MyState Financial, to MyState Bank, following approval from the Australian Prudential Regulation Authority (APRA). The company ...