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Showing 621 - 630 of 1534 results for "Member of"

AFCA reveals approach to Code of Ethics compliance

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
... their clients' interests first and that they act in a way that is consistent with the values and standards expected of a member of a profession, Smith said. "Fairness underpins everything we do at AFCA. In assessing what is a fair resolution of any complaint ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... Society, his internship and part-time work in the profession, relationship with his local FPA Chapter and being an active member of the FPA Emerging Professionals Network. Finally, the Gwen Fletcher Memorial Award was awarded to UniSuper private client ...

New operations chief at ME Bank

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
... as she brings a wealth of expertise to the table," ME chief executive Jamie McPhee said. "Rosanna will be a valuable member of the leadership team, helping ME to drive efficiencies, increase productivity and improve the service we provide our custome ...

Nuveen switches up executive team

ELIZA BAVIN  |  MONDAY, 18 NOV 2019
... managing director of Nuveen Real Estate Asia Pacific on a permanent basis. "As part of this role, Nick has become a member of the global real estate leadership team and leads the Asia Pacific real estate leadership team," Nuveen said. "The Asia Pacific ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... should be asking clients whether they would prefer to invest in an ethical or responsible manner. For Rae, who is a member of the Ethical Adviser's Co-op and the Technical Working Group for the Australian Sustainable Finance Initiative, that would mean ...

Legal fight could change super game

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
... offer carbon neutral or sustainable investment options to members in the way that some funds do. However, the fund is a member of the United Nations Principles for Responsible Investment and says it is strengthening efforts to measure, monitor and report ...

Former Prime Minister joins global investment firm

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
... relationships of Global Leadership Council members help to accelerate and share the firm's method and success. "Each member of the council has driven the use of digital technologies to serve customers or constituents, with particular strength in mobile ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... and, before that, IOOF. According to the ASIC Financial Adviser Register, Khaw is a certified financial planner and member of the Financial Planning Association of Australia. Meanwhile, ASIC has also banned former Queensland adviser Mark Alexander Rothnie. ...

New FPA board members

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... their second term on the FPA board, while William Johns joins the board for the first time. Johns is a long-standing member of the FPA, having joined in 2008 and becoming a CFP professional in 2010. He is the chief executive and founder of Health & Finance ...

Boutique hires CBA's credit strategy lead

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... portfolio manager for the ING high yield fund. He also chaired ING's Asia-Pacific regional credit committee and was a member of ING's global credit leadership team. Prior to ING, he worked as a corporate credit analyst at ANZ and BNP Paribas.