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Showing 71 - 80 of 91 results for "Paul Barret"

OnePath arms planners with post FOFA program

MATT WOODINGTON  |  MONDAY, 4 JUL 2011
OnePath is aiming to help advisers adapt to life after FOFA with the launch of its FutureReady program, providing information updates and tools to help advice businesses implement fee for service. FutureReady features online technical papers, transition ...

RockStar charity raises $120k

ELISE BURGESS  |  FRIDAY, 11 MAR 2011
The Financial Industry Community Aid Programme (FICAP) staged its fifth successful fundraising event 'Who Wants To Be A RockStar?' last night, raising more than $120,000 for charity. Over 400 wealth management professionals gathered at the Loft in Sydney ...

CFS names new advice head

ELISE BURGESS  |  TUESDAY, 8 MAR 2011
Colonial First State (CFS) appoints Marianne Perkovic, currently the CFS general manager of distribution, as the new head of advice, filling the gap left by Paul Barrett last month. Perkovic starts her new role next week as head of the CFS advice business ...

ANZ nabs Paul Barrett from CFS

ELISE BURGESS  |  TUESDAY, 22 FEB 2011
Paul Barrett, the former general manager in advice at Colonial First State (CFS) joins ANZ Wealth as general manager in advice and distribution. Barrett, who will start in the new role in April, will be responsible for all ANZ's financial planner and ...

Englund heads BT dealer groups, Younger departs

RUTH LIEW  |  TUESDAY, 21 SEP 2010
BT Financial Group has appointed practice management head Matthew Englund as its new head of dealer groups, following Neil Younger's departure to head Commonwealth Financial Planning. Mark Spiers, BT Financial Group's general manager of advice, today ...

CFS snares Macq exec to head Bankwest Fin Advice

NEWS RELEASE  |  TUESDAY, 14 SEP 2010
Colonial First State (CFS) has recruited a new senior executive from Macquarie private wealth for its Bankwest financial advice business. CFS has appointed Cassandra Hinze to the position of head of Bankwest Financial Advice (BWFA). Hinze joins Colonial ...

Fin services execs rock on for charity

Some financial service professionals have a secret identity - analysts, fund managers, financial planners and business development managers by day, rockstars by night. The Financial Industry Community Aid Programme (FICAP), developed in 2006 by a group ...

Perkovic moves from Count to CFS

MICHAEL HOBBS  |  TUESDAY, 10 NOV 2009
Marianne Perkovic, has left her role as chief executive at Count Financial, to join Colonial First State as general manager of distribution. Perkovic worked at Count Financial for over 11 years across several management roles including general manager ...

CFS integrates advice businesses

RUTH LIEW  |  FRIDAY, 25 SEP 2009
Commonwealth Bank of Australia has combined five of the firm's financial planning arms under one umbrella, Colonial First State Advice Business - a move that simplifies the firm's advice structure. The new division includes Commonwealth Financial Planning ...

Anderson to head CFS corporate super

RUTH LIEW  |  MONDAY, 7 APR 2008
Colonial First State has appointed ex-AMP head of business development John Anderson to the role of head of corporate superannuation. Anderson will replace John Clothier who has moved on to take up the position of head of investment lending within the ...