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

Search Results

Showing 61 - 70 of 92 results for %22ipac Financial Planning%22

AXA pushes for fee-for-service July deadline

MICHAEL HOBBS  |  THURSDAY, 6 MAY 2010
... adviser [due to the changes] because it's been a gradual move," he said. AXA has more than 1,600 financial planners across ipac, Genesys Wealth Advisers, Jigsaw, Charter and AXA Financial Planning.

NAB a step closer to buying AXA

COMPANY RELEASE  |  WEDNESDAY, 31 MAR 2010
... wealth management and insurance businesses (including the Australian mature business). This includes the advice businesses of ipac, Genesys, AXA Financial Planning and Charter Financial Planning. NAB will be able to use the AXA trademark in Australia ...

Can an outsider transform ipac financial planning?

MICHELLE BALTAZAR  |  TUESDAY, 30 MAR 2010
... Other initiatives to broaden their client base are already underway. This year, the fund set up a new unit called 'ipac financial care', an advice business suited for those who are considering aged care facility. This includes customised advice around ...

Shadforths appoints QLD general manager

COMPANY RELEASE  |  THURSDAY, 4 MAR 2010
... responsible for advice delivery and business development across Tynan MacKenzie's six national practices. Previously, he worked at IPAC Securities. Meanwhile, Trent Daly was appointed senior private client adviser in Queensland. Daly has more than 17 ...

Mortgage trust managers have lots of questions to answer

JOHN KAVANAGH  |  FRIDAY, 19 FEB 2010
... general agreement. This has not helped the industry's cause. The national manager of advice development at Ipac Financial Planning, John Dani, says his group is not recommending investment in any mortgage trusts at the moment, due to the ongoing uncertainty ...

Manion leaves ipac

COMPANY RELEASE  |  FRIDAY, 22 JAN 2010
Sally Manion, head of ipac Financial Planning is leaving the firm next month while an executive search is underway for a new general manager ipac Financial Planning. In an email to ipac's equity partners, Neil Swindells, ipac chief executive, said Manion ...

Saint appointed chief executive at Genesys

COMPANY RELEASE  |  WEDNESDAY, 18 NOV 2009
... Advisers after existing chief executive, Greg Kirk, announced he is stepping down from the role. Saint is currently head of ipac business partnering at ipac Securities and since joining the firm in 1998 has held a number of senior positions. He starts ...

MLC appoints Gupta to board

COMPANY RELEASE  |  THURSDAY, 12 NOV 2009
MLC appointed Peeyush Gupta, co-founder and former chief executive at Ipac Securities, to the advice & licences board as an external director. Gupta holds a number of directorships at AMP Capital Investors, Murdoch Books and Quintessence Labs. His appointment ...

Planning firms on buying spree

RUTH LIEW  |  FRIDAY, 7 AUG 2009
... However mergers and acquisitions have not been prevalent in just the SME arena. Bigger firms such as Count Financial and Ipac Securities have also been hot on the acquisition trail. Countplus for instance announced earlier this week that it had made ...

Gupta joins AMP Capital board

COMPANY RELEASE  |  WEDNESDAY, 5 AUG 2009
AMP Capital Investors has appointed Ipac Securities co-founder, Peeyush Gupta, to the firm's board as an additional non-executive director. Aside from co-founding the financial planning group, Gupta was also chief executive at Ipac Securities for 12 ...