Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 294 results for "Julie"

FPA board member joins new firm

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
Financial Planning Association of Australia (FPA) board member Julie Matheson has joined Peloton Partners. The Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson ...

Public servants caught in SG bungle

KARREN VERGARA  |  THURSDAY, 29 OCT 2020
... June 2020, an audit was conducted to investigate the matter. In late October, Auditor-General for the Northern Territory Julie Crisp tabled the findings in parliament and blamed the lack of oversight for the errors. She wrote: "It is evident from the ...

Jarden continues Australian expansion

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 OCT 2020
Kiwi investment bank Jarden is continuing to grow its Australian team, with a new appointment from Goldman Sachs. Catherine McCormack will join Jarden Australia as managing director and head of natural resources and utilities. She was previously managing ...

Boutique builds out executive team

KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... Australia left to set up the eponymous Sayers. He is joined by ex-PwC colleagues who include Sammy Kumar as co-founder and Julie Trainor as an executive manager.

Carlyle buys into Calastone, ups Link bid

KARREN VERGARA  |  TUESDAY, 27 OCT 2020
The Carlyle Group will acquire a majority stake in Calastone, while also announcing it has increased its offer price for Link Group. Carlyle did not disclose the financial terms of its ownership in Calastone but mentioned that it acquired the stake ...

FPA announces three board additions

ELIZA BAVIN  |  TUESDAY, 27 OCT 2020
... Planning Association of Australia (FPA) has announced the appointment of three new additions to its board. Kearsten James, Julie Matheson and Julian Place have been elected to the FPA board. James and Place will serve on the board for the first time ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... and the TPB. Rather than duplicate them, the single government body should assume these functions. " Tax financial adviser Julie Berry recently departed the TPB, leaving the regulator without a financial advice representative on its board. Financial ...

CareSuper awards custody mandate

ALLY SELBY  |  WEDNESDAY, 19 AUG 2020
... super fund, including investment reporting, with a transition set for the first half of 2021. CareSuper chief executive Julie Lander said she was pleased to welcome J.P. Morgan as a partner to the fund. "As part of our tender process, we wanted a custodian ...

Boutique appoints chief operating officer

KANIKA SOOD  |  MONDAY, 27 JUL 2020
... Blue Orbit was set up in 2018 and is focused on quantitative small caps investing. Its institutional distribution is led by Julie Andrews, formerly the head of institutional at Vanguard Australia and IFM Investors director, listed equities - global investor ...

Court confirms Storm Financial founders breached duties

JAMIE WILLIAMSON  |  FRIDAY, 27 MAR 2020
... determination wraps up an appeal against the regulator's original decision by Storm Financial directors Emmanuel and Julie Cassimatis. In a two-to-one majority, the appeal was dismissed finding the duo breached their duties as directors of an AFSL. ...