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Showing 61 - 70 of 186 results for "Head of Advice"

Cbus appoints head of advice

ELIZABETH MCARTHUR | THURSDAY, 29 APR 2021

Industry super fund Cbus has appointed a head of advice. Lynda Cross has stepped into the role, promoted from her previous position as manager of advice partnerships and performance. Prior to joining Cbus, Cross was manager of advice and education at ...

MLC GM joins dealer group

ELIZABETH MCARTHUR | TUESDAY, 20 APR 2021

... appointed Jasia Fabig as national practice manager. Fabig spent over eight years at MLC. Prior to that, she was head of advice distribution and strategy for St George Financial Planning at BT. Wealth Market chief executive Matt Lawler and chair Greg ...

Financial services workers hunt new roles

ELIZA BAVIN | TUESDAY, 23 FEB 2021

... however 33% of professionals said they are expecting a pay rise. The highest paid job in wealth management is as a head of advice/director which is bringing in an average of over $200,000 per year. Financial advisers reported earning between $90,000 ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR | FRIDAY, 4 DEC 2020

The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was ...

QSuper head of advice exits

KARREN VERGARA | TUESDAY, 20 OCT 2020

The head of QSuper's advice unit has departed after the superannuation fund restructured its financial-advice offering to members. Kim Hughes, who was appointed as the $110 billion superannuation fund's chief of advice for QInvest in February 2019 ...

Melbourne boutique raising $70m for new fund

KANIKA SOOD | TUESDAY, 15 SEP 2020

... years at JBWere and Goldman Sachs JBWere, including as an acting chief executive and the operating officer and head of advice for New South Wales. Another impact investing house, also staffed with former Goldman Sachs and JBWere employees, Conscious ...

CFS partnership to sustain advice industry

ANNABELLE DICKSON | FRIDAY, 11 SEP 2020

... university graduates with support through education, mentoring and connections to get a head start in their careers. CFS head of advice relationships Bryce Quirk said for the advice industry to thrive long-term and service the growing demand, they have ...

Advice head leaves ANZ

ELIZABETH MCARTHUR | MONDAY, 6 JUL 2020

ANZ has confirmed the departure of its head of advice and operations. Darrel Caulfield took to LinkedIn to farewell ANZ, saying it had been a privilege to work for the company. "ANZ has been a big part of my life and has provided significant opportunities ...

JBWere appoints advice general manager

KANIKA SOOD | FRIDAY, 12 JUN 2020

... chief investment officer with a new general manager of advice. Andrew Bird, who was most recently JBWere's head of advice for Victoria, is moving into the role of general manager, advice after three and a half years with the company. Bird replaces ...

How advice can conquer stigma

HARRISON WORLEY | WEDNESDAY, 20 MAY 2020

Hostplus' head of advice and financial planning believes providing modules of the comprehensive financial advice model might help to reduce stigmas which stop people from getting help with their finances. Appearing as part of an online panel discussing ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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