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Showing 61 - 70 of 427 results for "Chartered"

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... disclosed to ASIC their professional body affiliation. Some advisers are also members of the following associations: The Chartered Professional Accountants Association, SMSF Association, Stockbrokers and Financial Advisers Association, Institute of Public ...

William Buck appoints new director

CHLOE WALKER  |  FRIDAY, 11 MAR 2022
... Michael Rees-Evans to help drive the continued development of the wealth advisory team. Rees-Evans, who trained as a chartered accountant before moving into financial advice in 2002, will assist with William Buck's future capabilities in financial project ...

CFA releases disappointing pass rate

KARREN VERGARA  |  MONDAY, 7 FEB 2022
Only 27% of candidates who sat the latest Chartered Financial Analyst (CFA) level one exam passed. The November exam, which had 28,170 aspiring investment management professions undertaking the session, saw a marginal improvement compared to the May ...

JLL chief executive to retire after 40 years

CHLOE WALKER  |  THURSDAY, 27 JAN 2022
... responsibilities in 2018. Conry is a Fellow of the Australian Property Institute, a Fellow of the Royal Institution of Chartered Surveyors, and a Fellow of the Australian Institute of Company Directors. Conry's service to the commercial property ...

Net zero banks fund $3.5bn in carbon: Market Forces

CHLOE WALKER  |  TUESDAY, 18 JAN 2022
... plants for three decades." Other banks include Japanese megabanks Mizuho, MUFG and SMBC, UK's HSBC and Standard Chartered, and Bank of China. Woodside, which sold the stake to GIP, has said this deal is critical to its decision to go ahead with the ...

Equity Trustees nabs Perpetual sales head

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... funds services. Francis has spent more than seven years at Perpetual. Prior to joining the firm, he held senior roles at chartered accounting and advisory firm RSM Australia and corporate advisory specialists PPB Advisory. "We are delighted to welcome ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... Montefiore said the unique opportunity to combine an established high-net-worth financial advisory business with a mid-tier chartered accounting firm made the transaction exciting for the team. "It will allow us to establish a high-quality multi-family ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... Wales. Queensland advice firm Aspiri Financial Services, which joined the group in April, was the fourth acquisition. Chartered accountant and adviser Jason Misso established his practice in 2001. "Joining Connectus will position us to expand the value ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia and New Zealand and CPA Australia are among the groups that are calling on the legislation to provide ...

CFA ESG certificate launches in Australia

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
The Chartered Financial Analyst (CFA) certificate in ESG investing has officially launched in Australia. Registration for the CFA Institute certificate in ESG investing is available now through CFA Institute. The institute said the certificate is designed ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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