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Showing 51 - 60 of 186 results for "Head of Advice"

VFMC appoints new chief executive

KANIKA SOOD  |  TUESDAY, 14 SEP 2021
... Victoria, South Australia and Western Australia. She has also held the role of JBWere's managing director, head of advice. VFMC said Galvin was picked for the role after an extensive search. "The board and I are delighted that Kate will be joining ...

Sunsuper, Iress launch adviser data feed

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
... access super information in their clients' portfolios when using Iress' advice software Xplan. Sunsuper head of advice and retirement Anne Fuchs said this project creates an efficient and digital service for advisers to have up-to-date information ...

PADUA accelerates distribution effort

KARREN VERGARA  |  THURSDAY, 29 JUL 2021
... the Sydney Opera House. As reported by Financial Standard earlier this week, Joey McCann also recently joined as head of advice sales. He was previously with Count Financial where he was head of growth and partnerships. The new hires all report to Canning. ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously he served in senior management roles at Count Financial, most recently as the head of growth and partnerships. ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... chief operating officer Frank Paul will focus on east coast operations and group risk management processes. WTL head of advice Jack Standing; Sentry head of legal Shelly Radford; and Sentry head of finance Ricton Jones will each assume expanded responsibilities ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... paid upfront. The two firms are formerly authorised representatives of Interprac Financial Planning. Interprac head of advice and compliance Mike Butler told Financial Standard that the two practices used Interprac Financial Planning for their licensee ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
The head of advice at Madison Financial Group has been promoted to general manager in a newly created role. Jaime Johns takes on the new role after leading the advice unit for two years. She joined the group as national manager of advice and business ...

Vanguard head jumps to industry fund

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 JUN 2021
... at JANA. He joined the Cbus team in Melbourne recently, the super fund confirmed. Cbus also recently appointed a head of advice, promoting from within. Lynda Cross was promoted from her previous position as manager of advice partnerships and performance. ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... product manager for financial planning at Morningstar. Cabrera has worked at Centrepoint Alliance previously and was head of advice technology at the dealer group from 2018 to 2020 before moving to Morningstar. She also worked at TAL and Iress earlier ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... years in December 2020 where he served in senior roles that included head of platform innovation and strategy, and head of advice transformation. He also worked at Genesys Wealth Advisers and AXA. Davison was most recently an adviser to the chief executive ...