Search Results | Showing 61 - 70 of 147 results for %22CBA Group Super%22 |
| | | ... obligations, particularly the requirement to provide a Statement of Advice to SMSF clients. Research released by BT Financial Group around the same time showed 71% of accountants didn't view securing an AFSL as a priority, even though the survey ... |
| | | | Latest Rainmaker group insurance research shows the share of superannuation fund members associated with a bank-aligned group insurer has halved in the last four years. The number of not-for-profit (NFP) superannuation members linked to a bank-aligned ... |
| | | | ... Excluding funds that merged or consolidated during the year, the 10 with the largest net growth in membership were HOSTPLUS, CBA Essential, First State Super, AON Master Trust, BT Retirement Wrap (that includes BT Super For Life), Sunsuper, REST, HESTA ... |
| | | | ... professional standards at Suncorp. Ludgate replaces Maria Lykouras who became general manager, investment and advisory services for CBA's private bank in August 2017. Lykouras is a former head of risk - super, platforms and investments at BT Financial ... |
| | | | CBA is set to compensate a further $1.9 million to customers affected by five former "high-risk" financial advisers, according to ASIC. CBA will review the five former representatives' advice, licenced under subsidiaries Commonwealth Financial Planning ... |
| | | | ... manager at Anne Street Partners; and group financial planning manager at q4 Financial. She has also held roles at QSuper, CBA, QInvest, Colonial First State and Bendigo and Adelaide Bank. Clime managing director John Abernethy said Greensill "has a broad ... |
| | | | ... ASIC found Kimberley Holgate advised clients to rollover their existing superannuation account to a new product issued by CBA's subsidiary Colonial First State when it wasn't in their best interest to do so. She also churned insurance policies by asking ... |
| | | | ... global markets research. Former chief economist for Colonial First State Global Asset Management, Stephen Halmarick, joined CBA in the newly created role this week. Bringing more than 30 years' experience as an economist, Halmarick's new role combines ... |
| | | | ... Arrowstreet Capital, where he was head of business development, Asia Pacific. Before Arrowstreet, he was manager, investments at CBA Super. "Alex has a client-centric focus that is completely aligned with the William Blair culture, and we are pleased ... |
| | | | ... teams across product and project management, distribution, marketing, retail banking, and wealth and investment management at CBA and Westpac. She most recently spent a little over two years at CBA, firstly in an executive manager of wealth strategic ... |
|
