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Showing 771 - 780 of 1223 results for "WALE"

AdviserLogic appoints NSW sales manager

LAURA MILLAN  |  MONDAY, 24 NOV 2014
Financial planning software provider AdviserLogic A has appointed a former Associated Advisory Practices (AAP) business consultant as sales manager for New South Wales. Marnie Page will be responsible for driving the growth of the business in NSW and ...

FPA Future2 award goes to Kathy Havers

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
The Financial Planning Association of Australia (FPA) has awarded the 2014 Future2 Community Service of the Year Award to Catalyst Financial Group adviser Kathy Havers. The award was announced at the FPA Congress in Adelaide and recognises FPA members ...

Industry seizes China FTA opportunities

JAMES FERNYHOUGH  |  TUESDAY, 18 NOV 2014
The financial services industry has been quick off the mark following the signing of a free trade agreement (FTA) between Australia and China yesterday, with many Australian institutions already announcing their own deals with Chinese businesses and ...

Financial services Australia's largest industry

JAMES FERNYHOUGH  |  TUESDAY, 18 NOV 2014
Financial services is now Australia's largest industry, accounting for 9% of gross domestic product, a new report has found. The report, which was commissioned by the Financial Services Council and UBS Global Asset Management, also found that "booming ...

NAB appoints private wealth manager

MARK SMITH  |  FRIDAY, 14 NOV 2014
NAB has appointed a New South Wales general manager to its private wealth division. Jason Murray joins the company from UK listed mining firm Sirius Minerals where he was chief financial officer. Prior to that he was head of capital markets at Bank ...

ASIC takes SMSF property spruikers to court

LAURA MILLAN  |  WEDNESDAY, 12 NOV 2014
The Australian Securities and Investments Commission (ASIC) has sought court orders against an unlicensed property investment promoter based in New South Wales. Park Trent Properties Group is carrying on an unlicensed financial services business and ...

Australian Catholic Super names new CIO

JAMES FERNYHOUGH  |  MONDAY, 10 NOV 2014
The Australian Catholic Superannuation and Retirement Fund (ACSRF) has named its new chief investment officer following the announcement of the retirement of Anne Whittaker. Whittaker's replacement is Michael Block, the current chief investment officer ...

Franklin Templeton appoints institutional sales manager

STAFF WRITER  |  MONDAY, 10 NOV 2014
Franklin Templeton Investments Australia has appointed an institutional sales investment manager that will focus on the firm's relationships with institutional investors in Queensland, New South Wales and Western Australia. James Savage will be reporting ...

PROFILE: Lonsec Fiscal Holdings joint chief executive Amanda Gillespie

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Lonsec Fiscal Holdings joint chief executive Amanda Gillespie joined Lonsec in early 2000, when it employed three analysts and provided research only to the Lonsec dealer group. For the last 14 years, Gillespie has seen Lonsec grow and become one of ...

Share trader jailed over $260,000 fraud

LAURA MILLAN  |  MONDAY, 3 NOV 2014
A share trader was jailed for 18 months for fraudulently misappropriating $260,000 from two investors and using the money for his own personal benefit. New South Wales-based William John Jones will serve 10 months before being eligible for parole. He ...