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Showing 51 - 60 of 126 results for "PIS"

Noall & Co head wins risk planning award

MATT WOODINGTON  |  TUESDAY, 21 JUN 2011
... AFA's NSW/ACT state director Marc Bineham has won the Risk Adviser of the Year award from Professional Investment Services (PIS). Bineham, managing director of Noall & Co., was selected from PIS' network of over 1200 financial advisers and received his ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...

Millennium3 recruits PIS exec

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
Financial advice dealer group, Millennium3, has named former Professional Investment Services (PIS) group manager of risk, Winton Aslin, as its new life risk executive director. In his new role, Aslin will be responsible for the growth of the life business ...

PIS appoints head of risk

MICHELLE BALTAZAR  |  MONDAY, 14 MAR 2011
Professional Investment Services (PIS) has appointed Mark Stubbings in the newly-created role, Head of Risk. In the new role, Stubbings will be responsible for risk advice across the group, the strategic direction of risk product development and managing ...

Adviser banned for life

ALISON BEVEGE  |  TUESDAY, 22 FEB 2011
A financial adviser has been banned for life after using a retired faming couple's savings to fund a margin loan, ASIC said yesterday. Trevor Wayne Carll of Port Pirie, South Australia, worked for local planning business Bruce McDonald Investment Services ...

MLC acquires remaining Meritum stake

ELISE BURGESS  |  WEDNESDAY, 1 DEC 2010
... dealer groups. "Meritum made commercial sense," said Nunn, with MLC previously not pursuing Professional Investment Services (PIS). "Looking forward, it's very much business as usual at Meritum, we will run them fairly separately. We will provide dealer ...

Platforms control market, not advisers

ALEX DUNNIN  |  WEDNESDAY, 3 NOV 2010
... OnePath with 9 per cent. ANZ OnePath is the biggest advisory group with 1,764 planners, followed by AMP group with 1,719 and PIS with 1,417.

Adviser departures expected after PIH listing

RUTH LIEW  |  MONDAY, 11 OCT 2010
... join us." Likewise when the merger occurs, Evans expects to find others to fill in the roles of advisers who choose to leave PIS after the merger and listing on the ASX. He said shareholders are able to redeem half of their shares when the merger occurs ...

Antin raises $1.5bn

RUTH LIEW  |  THURSDAY, 7 OCT 2010
Antin Infrastructure Partners has reached its final closing on 30 September, raising $1.57 billion and exceeding its $1.4 billion target. Alain Rauscher, chief executive and managing partner, said the fund raising was initiated at the beginning of 2009 ...

MLC says no to PIH stake

RUTH LIEW  |  THURSDAY, 30 SEP 2010
... Nunn, MLC executive general manager of advice and marketing, said, however, that the group will continue to work closely with PIS to provide them access to MLC insurance and investment products. Grahame Evans, managing director of Professional Investment ...