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Showing 891 - 900 of 2072 results for "Queen"

Advice dealer group hires state manager

KARREN VERGARA  |  THURSDAY, 20 APR 2017
An advice dealer group is welcoming a former AMP advice manager to head its Queensland business as part of the boutique firm's expansion strategy. Joining Evermore Money Management as Queensland state manager is Chris Chetham. The firm said Chetham ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Financial advisers can now manage the entire needs of SMSF clients through a new purpose built, cloud-based solution. Queensland-based financial services firm Quill Group has developed a new low-cost portal to enable advisers to establish a new SMSF ...

Wealth management firm expands

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
Wealth management firm Morgans Financial is expanding its presence in Queensland region of Stanthorpe. The firm, which has more than 60 offices nationwide, will service clients in the local government area of almost 36,000. Morgans Financial director ...

NAB Wealth hire targets growth

EMMA RAPAPORT  |  WEDNESDAY, 12 APR 2017
A new appointment at NAB Wealth will further the bank's push to grow its adviser network. Former AMP dealer group executive Stephen Carton will join NAB Wealth as the new business growth manager of strategic alliances and growth for Queensland and the ...

Banking scrutiny to escalate: ABA

KARREN VERGARA  |  THURSDAY, 6 APR 2017
The Australian Bankers' Association's new chief executive warned banks that the unprecedented level of pressure and scrutiny, and rate of change they are facing will only escalate and shouldn't be underestimated. Three days into her new role, former ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned ...

'Retire ready' is more than a large super balance

EMMA RAPAPORT, STEPHEN FAY  |  THURSDAY, 23 MAR 2017
Satisfaction in retirement is a function of more than financial security, with other factors equal or more powerful in driving overall satisfaction, according to presenters at this years' Conference of Major Super Funds. At a session on retirement and ...

Record adviser numbers attend Sydney ABDO

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2017
The Financial Standard Advisers Big Day Out (ABDO) Investment Manager Roadshow hit Sydney today, with more than 500 financial advisers and industry professionals registering for the annual event. Held at Shangri-La Hotel, Pyrford International strategic ...

ASIC permanently bans Queensland adviser

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
The Australian and Securities and Investment Commission permanently banned a former Anne Street Partners financial planner for engaging in deliberate acts of dishonesty. Daniel Peter Logan, formerly of Brisbane, failed to comply with financial services ...

Adviser contravenes FoFA obligations

EMMA RAPAPORT  |  MONDAY, 20 MAR 2017
A Melbourne based financial advice provider is to appear in the Federal Court of Australia for alleged contraventions of the Future of Financial Advice obligations. Following an ASIC investigation, Wealth and Risk Management (WRM), and its related companies ...