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Showing 71 - 80 of 161 results for "Head of Advice"

Premium China creates chief executive role

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
The former chief executive of Premium Wealth Management and head of advice at Australian Unity will lead Premium China Funds Management. In a newly-created role for the fund manager, Paul Harding-Davis has been appointed as chief executive. He is charged ...

Spring FG wealth GM departs in management restructure

ALEX BURKE  |  TUESDAY, 6 FEB 2018
... financial officer Russell Scott's roles will not be replaced. This follows Spring's chief operating officer and head of advice, Frank Paul, leaving in January. Under the new structure, head of specialist investments Jack Standing will become national ...

Financial services pay top dollar for compliance, IT skills

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... (CFP) with more than five years' experience can earn between $130,000 and $160,000 per annum in NSW, while the head of advice can garner $200,000 per year (Table 1). A qualified financial planner can earn between $90,000 and $130,000 per annum in Victoria ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... with the FPA. Members of Cbus can engage a Certified Financial Planner (CFP) for comprehensive advice, with Cbus head of advice and retirement Greg Harper saying it is now more important than ever for superannuation funds to offer personalised member ...

IOOF research boss tenders resignation

ALEX BURKE  |  MONDAY, 18 DEC 2017
... commissioned PwC to conduct a review of its advice research division after reports of misconduct centering on former head of advice research Peter Hilton. At the time, Drennan said he would review "existing policies, procedures and how research is conducted ...

Impact Investment Group names new CEO

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... acting chief executive of JBWere and served in a variety of executive roles, namely as chief operating officer and head of advice for New South Wales. Between 2003 and 2009 he worked at Goldman Sachs JBWere in investment services and advisory, and tax. ...

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... education for two children, 32 years of trauma cover and a family holiday every year until retirement. Sunsuper head of advice and retail distribution Anne Fuchs said the research validates the value financial advisers provide to Australians in helping ...

Interim chief executive leaves listed advice firm

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... the ASX, Spring Financial Group announced that it has accepted the resignation of its chief operating officer and head of advice Frank Paul who has also been acting as chief executive of the group since August 2016. The group has no immediate plans to ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
... articles, newsletters and FAQs, as well as educating advisers on the latest changes in the industry. Centrepoint's head of advice services, Jeff Everett, said the range of support services is designed to make it easier, more affordable and more efficient ...

Advice at any age will enhance retirement: Sunsuper

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... idea. More than 10% said they would take it out as a lump sum while 9% said they would reinvest it. Sunsuper's head of advice and retail distribution Anne Fuchs said the figures are cause for concern, and place greater urgency on the need for good financial ...