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Showing 781 - 790 of 2072 results for "Queen"

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
The former head of advice partnerships and membership at the Financial Planning Association of Australia (FPA) has linked with Centrepoint Alliance. Jason Tattershall has been appointed as the second growth manager at the advice services group, taking ...

Sunsuper appoints former AustralianSuper executive

KANIKA SOOD  |  MONDAY, 23 JUL 2018
Sunsuper has added a former AustralianSuper group executive with marketing expertise to its board at a time as the $56 billion industry fund continues its merger spree. Georgina Williams has been appointed to Sunsuper's board. She has more than ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
The already limited availability of financial advice in regional and rural Australia is at risk of being further undermined as the fallout from the Royal Commission continues. An analysis of the ASIC Financial Adviser Register (FAR) shows 4700 financial ...

ASIC bans Queensland adviser, suspends licence

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
ASIC has put a four-year ban on a Queensland adviser for failing to act in his clients' best interests while providing advice on self-managed superannuation funds. James Cribb allegedly advised in a manner that was likely to benefit his own SMSF administration ...

Commercial property manager hires sales executive

KARREN VERGARA  |  THURSDAY, 12 JUL 2018
Australian commercial real estate debt and investment manager MaxCap Group has appointed a distribution director based in Singapore. Chris van Beek joins from UBS Asset Management where he was executive director of real estate and private markets for ...

Queensland industry funds merge

HARRISON WORLEY AND JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
Sunsuper is set to merge with a $2.5 billion industry fund in early 2019. In a joint statement, Sunsuper and AustSafe Super have signed a Successor Fund Transfer Deed. Both established 30 years ago, AustSafe is the super fund for rural and regional ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
ASIC is taking a Queensland-based financial planner to the Supreme Court, after his licensee reported him to the corporate regulator. Brett Andrew Gordon operated a financial planning business, Refocus Financial Group on the Sunshine Coast. He held ...

Prime Financial boosts wealth focus

KARREN VERGARA  |  TUESDAY, 3 JUL 2018
Prime Financial Group is ramping up its wealth management focus and stepping away from minority interests in accounting firms. The ASX-listed firm said this is part of a strategy to increase its exposure in wealth management by concentrating on its ...

New model boosts adviser engagement: MLC

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
Since changing its retail advice support model, MLC Life Insurance has recorded a 25% improvement in lapse rates in the year to May 2018. MLC Life introduced business engagement managers (BEM) a year ago to provide advisers with the resources to engage ...

LGIAsuper adds investment veteran to board

KANIKA SOOD  |  TUESDAY, 26 JUN 2018
The $11 billion superannuation fund has added a veteran investment manager to its nine-person board. Ronald Dewhurst will serve on LGIAsuper's board as an independent director. Dewhurst has held senior investment management and leadership roles globally. ...