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Showing 71 - 80 of 186 results for "Head of Advice"

Former Cbus advice head launches referral program

KANIKA SOOD | FRIDAY, 8 MAY 2020

Cbus's former head of advice Greg Harper has launched a national referral program, looking to connect superannuation funds, accounting firms and other service organisations with financial planning groups. fpCentral, offered by Harper's firm ...

Former licensee head in new role

JAMIE WILLIAMSON | WEDNESDAY, 6 MAY 2020

... with Macquarie, AMP, AXA and NAB Financial Planning. MLC also confirmed the appointment of Cristian Zanetti as head of advice experience centre, Sydney and central advice. He joins from AMP where he spent close to 15 years, most recently as head of AMP ...

Wealth manager appoints new head of advice

HARRISON WORLEY | FRIDAY, 27 MAR 2020

... capabilities of a listed wealth manager. ClearView has confirmed its appointment of Nick Howell as the firm's new head of advice. "Nick's appointment is part of our strong ongoing commitment to our practices and quality financial advice," ClearView ...

Cbus head of advice launches firm

KANIKA SOOD | FRIDAY, 17 JAN 2020

The former head of advice of the $57 billion superannuation fund has launched a new consultancy firm aimed at working with super funds and dealer groups to develop better models of delivering advice. Greg Harper led Cbus's head of advice and retirement ...

HESTA strengthens financial advice team

ELIZA BAVIN | FRIDAY, 1 NOV 2019

... Services where he was the executive manager of advice solution, a role he held since 2016. Previous to that he was the head of advice delivery at IFS and worked as a consultant to financial planners. Joiner has also held roles at Westpac and NAB. Speaking ...

IOOF launches budgeting app

ELIZA BAVIN | WEDNESDAY, 9 OCT 2019

... said the online goal-based budgeting app aims to give users a compete view of their net worth and cash flow. IOOF head of advice systems and technology, Umesh Banga, said: "People struggle to manage their money properly if they don't understand their ...

New distribution head for listed platform

ELIZABETH MCARTHUR | MONDAY, 12 AUG 2019

... Stockbroking. Her appointment rounds out a number of recent executive appointments for Xplore - Michael Wright, former head of advice at BT Financial Group, joined as chief executive while Bruce Hawkins was named chief financial officer. Xplore chair ...

Advisers wary of unlisted assets: Sunsuper

ELIZABETH MCARTHUR | THURSDAY, 30 MAY 2019

... private equity - remain very attractive in this environment," Parker said. A panel discussion hosted by Sunsuper's head of advice and retirement Anne Fuchs the finer points of unlisted assets were discussed in detail. Sunsuper head of hedge funds Bruce ...

IOOF appoints head of advice governance

HARRISON WORLEY | FRIDAY, 5 APR 2019

... lead advice governance at IOOF. David Flynn is set to link with the wealth manager later this month as its new head of advice governance, replacing Adrian Kwa who is set to become national head of advice at Shadforth Financial Group. An IOOF spokesperson ...

AMP, Griffith University support professionalism

ELIZABETH MCARTHUR | FRIDAY, 5 APR 2019

... in the areas that impact financial advice, financial literacy, professional standards and regulatory reform. AMP head of advice, education, capability and careers Rod Edge said the company's support of the new fellowship program demonstrated its commitment ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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