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Showing 71 - 80 of 139 results for "Rebecca"

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Fordham, Dozzi Financial Advice Daniel Jackson, DBK Financial Solutions Pty Ltd Jade Louise McKay, Essential Financial Advice Rebecca Maher, The Fiscal Mum 2019 AFA/TAL Female Excellence in Advice Award Felicity Cooper, Cooper Wealth Management Tracey ...

Boutique distribution lead departs

JAMIE WILLIAMSON  |  MONDAY, 19 AUG 2019
... boutique fund manager has taken a new role with Viridian Advisory. Former Fortius Funds Management head of distribution Rebecca Pun is now a portfolio manager at Viridian Advisory. In the new role, Pun is responsible for large-cap Australian equities. ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... with different aspects of investment strategies - a gap which advisers can meet. Vanguard Australia head of intermediary Rebecca Pope said this year's report showed the ongoing challenge for advisers to find and retain new SMSF clients. For years, the ...

Finnies showcase best in fintech

ELIZABETH MCARTHUR  |  THURSDAY, 13 JUN 2019
... Partnership of the Year. Meanwhile, Excellence in Wealth Management went to MyProsperity. FinTech Australia general manager Rebecca Schot-Guppy congratulated the winners. "This year we set out to acknowledge collaboration across the fintech industry ...

PM Capital head of distribution departs

KANIKA SOOD  |  THURSDAY, 23 MAY 2019
... its plans for Cameron's replacement. His responsibilities are being filled by its distribution team: sales directors Rebecca Morgan and James Noone and business development representative for New Zealand Aaron Gascoigne.

Finnies recognise wealth management disruptors

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2019
... received 237 submissions this year across 19 award categories, an increase of 30% compared to last year. General manager Rebecca Schot-Guppy said: "The judges have commended the calibre of entries this year. All the finalists on this list are truly deserving ...

AMP Capital names Aussie real estate debt lead

HARRISON WORLEY  |  THURSDAY, 28 MAR 2019
... new executive role and appointed a former Future Fund property director to fill it. The global investment manager named Rebecca Smith as head of real estate debt in a bid to establish a foothold in Australia's $300 billion commercial real estate debt ...

TAL goes back-to-back at AFA awards

HARRISON WORLEY  |  MONDAY, 18 MAR 2019
... were shared amongst BT (Underwriting), OnePath (Claims) and Zurich (BDM/Business Support). Beddoes Institute director Rebecca Shields said the awards help life insurers lift their level of service and expertise to deliver better outcomes and experiences ...

Mercer names head of investment consulting

KARREN VERGARA  |  TUESDAY, 12 FEB 2019
... director of investment services at Milliman for more than five years, focused on risk management and retirement solutions. Rebecca Jacques, the former general manager of the Australian Goals Based Advice Association (AGBA), recently joined as a senior ...

Link hires former State Street MD

DARREN SNYDER  |  MONDAY, 17 DEC 2018
Link Fund Solutions has welcomed its new head of relationship management and sales. Rebecca Edwards joined recently and will be responsible for continuing and building on the division's strong record of delivering industry-leading client service. ...