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Showing 51 - 60 of 84 results for %22Paul Barrett%22

ANZ reshuffles wealth division, Barrett to depart

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
ANZ managing director of Advice and Distribution Paul Barrett is leaving the company after a reshuffle of its Wealth division. The current managing director of Advice and Distribution Paul Barrett has decided to leave ANZ, effective September 16. Neil ...

Major product changes ahead for planners

ELISE BURGESS  |  MONDAY, 26 MAR 2012
... implementation is centre stage for ANZ Wealth across a number of fronts, extending beyond the regulatory changes. Paul Barrett, ANZ Wealth general manager, advice and distribution said there was an emergence of anti-consolidation planning practices ...

Details still needed on opt-in: ANZ Wealth

CLAIRE MCGREAL  |  FRIDAY, 23 MAR 2012
... code of conduct is acceptable and the regulator must then publish notice of the exemption in the government Gazette. Paul Barrett, ANZ Wealth general manager, advice and distribution, said there are two key issues to consider. "One is the detail- does ...

Christmas deadline for FOFA clarity: ANZ

CLAIRE MCGREAL  |  WEDNESDAY, 7 DEC 2011
... warned that Christmas is the "absolute drop dead date" for clarity on FOFA reforms before implementation costs double. Paul Barrett, ANZ general manager advice and distribution, told reporters in Sydney yesterday that time is ticking on the reform timeline ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
... planners get the full value for their business if they decide to sell," said ANZ general manager Advice & Distribution Paul Barrett. "With close to 2000 financial planners across our network it's important for ANZ Wealth to foster a culture of innovation ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... Commonwealth Financial Planning where he reported to then Colonial First State general manager, advice business, Paul Barrett, who is now general manager of ANZ Wealth advice and distribution. Prior to this role Younger held a number of senior roles ...

ANZ Wealth appoints head of advice delivery

RACHEL DAVIS  |  FRIDAY, 30 SEP 2011
... businesses, including MLC 360. Seales will start her new role on 7 November and will be based in Sydney, reporting to Paul Barrett, general manager advice and distribution. ANZ Wealth comprises OnePath, E*TRADE, Investment Lending, Financial Planning ...

FOFA levels playing field: ANZ Wealth

ELISE BURGESS  |  MONDAY, 5 SEP 2011
... level the playing field with advisers free to compete with super funds for intrafund advice clients, according to Paul Barrett, general manager advice and distribution, ANZ Wealth. The best interest test, as part of the Future of Financial Advice (FOFA) ...

ANZ Wealth: phone-based advisers to help with opt-in

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
... 50 new planners annually for the next few years while also offering its existing planners key innovative products. Paul Barrett, general manager advice and distribution, ANZ Wealth, told a media briefing yesterday about the dealer group's plans to provide ...

ANZ planners receive funding facility

ELISE BURGESS  |  FRIDAY, 12 AUG 2011
... through acquisition, purchase client books from a retiring financial planner and refinance existing business loans. Paul Barrett, ANZ general manager, advice and distribution, said the funding would be exclusively available to all ANZ aligned dealer ...