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Showing 861 - 870 of 1232 results for "WALE"

Former Bell Potter adviser jailed

LAURA MILLAN  |  MONDAY, 28 OCT 2013
A former Bell Potter Securities adviser who pleaded guilty to dishonest conduct has been jailed for one year by the New South Wales Court of Criminal Appeal. Lawson Stuart Donald was found to have used his position as an employee of Bell Potter in a ...

Pro bono advice for bushfire victims

LAURA MILLAN  |  FRIDAY, 25 OCT 2013
The Financial Planning Association (FPA) is asking its members to give pro bono advice to victims of the bushfires in New South Wales. The FPA reminded members of their "wider community responsibility as professional financial planners." In an announcement ...

FICAP confirms Weave as new charity partner

LAURA MILLAN  |  WEDNESDAY, 23 OCT 2013
The Financial Industry Community Aid Program (FICAP) has appointed Weave and its Kool Kids Club as charity partner for 2014. FICAP and Weave's partnership will last three years and will help the charity develop its educational and prevention programs ...

Australia's second SBB hits $10m target

JAMES FERNYHOUGH  |  TUESDAY, 8 OCT 2013
Australia's second social benefit bond (SBB), issued by the Benevolent Society in partnership with the Commonwealth Bank of Australia and Westpac, has closed after raising its target $10 million. The Benevolent Society SBB, which will help fund the ...

RBA red flags SMSF property exposure

LAURA MILLAN  |  THURSDAY, 26 SEP 2013
The Reserve Bank of Australia (RBA) has joined the string of organisations that are concerned about self-managed superannuation fund (SMSF) exposure to property. In a Financial Stability Review, the RBA noted that changes to superannuation legislation ...

Bombora signs first partner, signals more expansion

ALICE URIBE  |  WEDNESDAY, 11 SEP 2013
Independent licensee Bombora Advice has signed on risk protection specialist Complete Risk Analysis (CRA) as its first partner, with more firms expected to jump on board over the coming months. Bombora managing director Wayne Handley said that the addition ...

AUI appoints unlisted property portfolio manager

MARK SMITH  |  MONDAY, 9 SEP 2013
Australian Unity Investments (AUI) has appointed Cathy Ciurlino as healthcare property portfolio manager within its unlisted property funds management business. She will be responsible for managing the properties held by AUI's flagship property fund ...

Legalsuper board addition further corrects gender imbalance

ALICE URIBE  |  TUESDAY, 3 SEP 2013
Industry fund legalsuper has appointed the incoming Law Society of New South Wales president as the latest director on its board. The new appointee Ros Everett is the founding principal of law firm Everett Evans and is currently senior vice president ...

NAB continues wealth division reshuffle

LAURA MILLAN  |  WEDNESDAY, 28 AUG 2013
NAB is reshuffling its wealth management division after revealing redundancies of key roles and has appointed a new general manager of Advice Partnerships. Former Godfrey Pembroke general manager Peter Smith will take over the role of manager of Advice ...

Wealthsure adviser guilty to criminal charges

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
Former WealthSure financial adviser has pleaded guilty to 22 criminal charges following an Australian Securities and Investments Commission (ASIC) investigation. Appearing in the Sydney District Court, Brian William Veitch, formerly of Minto, New South ...