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Showing 51 - 60 of 95 results for %22MLC Advice Solutions%22

NAB continues wealth division reshuffle

LAURA MILLAN  |  WEDNESDAY, 28 AUG 2013
... group. Allen has 25 years of experience in financial services and was previously the state manager of the MLC Advice Solutions business in New South Wales. He has also lead self-employed and institutionally-owned financial planning businesses and organisations ...

Who will fill the SMSF education gap?

JAMES FERNYHOUGH  |  FRIDAY, 14 JUN 2013
... professionals with some experience in the sector. It is delivered by Peter Hogan, national manager SMSF advice with MLC Advice Solutions, and Peter Burgess, head of policy & technical at AMP SMSF. Assistant director of programs Tania Turner said the ...

MLC launches advice service for uber wealthy

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
MLC has launched a new consulting service for ultra high net worth and smaller institutional investors, aimed at offering the sophisticated and tailored services those clients need. The team will help build portfolios, offering comprehensive stress ...

Accountants to deliver advice under new regime

LINDA HAUSKEN  |  MONDAY, 15 OCT 2012
Approximately 75% of accountants who took part in an MLC survey plans to deliver advice to their clients under the new proposed licensing regime. Out of the 200 accountants MLC surveyed at its Accountant Seminar Series last week, 67% would like to deliver ...

MLC appoints head of advice

LINDA HAUSKEN  |  MONDAY, 16 JUL 2012
... become successful in her years in practice management," said Anna Mcliesh, general manager, business development of MLC Advice and Marketing. "She knows the pitfalls, challenging needs and timing for an advice business to make it through with a sustainable ...

BT appoints national manager

LINDA HAUSKEN  |  WEDNESDAY, 4 JUL 2012
... national manager for its Licensee Select business. Prior to Licensee Select, McGuren was head of new adviser development at MLC. During his time at MLC he held senior roles in investment platforms, investment research, key accounts and business growth ...

MLC appoints head of practice management

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
MLC Advice Solutions and Godfrey Pembroke have appointed Jasia Fabig to the newly created role of head of practice management. Fabig's new role will start mid July and see her lead and develop MLC's practice management offering. Fabig has 17 years experience ...

MLC Advice names new state manager

LINDA HAUSKEN  |  THURSDAY, 7 JUN 2012
MLC Advice Solutions has appointed Marc Cassidy as its new state manager for Victoria, commencing July 2. Cassidy will assume responsibility for the delivery of the advice offering and practice management services to advisers in Victoria and Tasmania. ...

MLC and JANA form powerhouse consulting business

CLAIRE MCGREAL  |  WEDNESDAY, 22 FEB 2012
MLC Implemented Consulting and JANA Implemented Consulting will combine to create the largest implemented consulting business in Australia, with funds under advice of $27 billion. The joint implemented consulting team will be consolidated under the ...

Perpetual completes retail distribution restructure

CLAIRE MCGREAL  |  WEDNESDAY, 22 FEB 2012
Former NAB/MLC Wealth head of national accounts and research Matt Thompson will join Perpetual next month as general manager strategic accounts. The move is part of a shake-up of Perpetual's retail distribution set-up announced in December, which sees ...