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| | | ... experience across legal, investment, transformation and operational efficiency within superannuation, investment management, financial advice and banking services, to the role. Lane was most recently consulting to Australian Retirement Trust on a transformation ... |
| | | | ... totaling $18.9 million. The PDSs and target market determinations on the website have also not been updated since 2021. Its Financial Services Guide is dated 2019. TruePillars was founded in 2015 by John Baini and Dennis Hakme. Baini is listed on the ... |
| | | | ... executives and affiliated fund managers as the group has grown into one of Australia's strongest and most respected financial services organisations." "The client-focused platform Ian Macoun and the team has built is globally unique, and there is no ... |
| | | | ... 5229 active advisers, which is up 11% from 4720 in the prior corresponding period. The strong growth indicates more financial advisers are electing to use HUB24's platform and services, it said, highlighting that it ranked first in the Adviser Ratings ... |
| | | | ... earlier this year after the appointment of Craig Dunn as chair in February. It also follows the appointments of a chief financial officer, chief risk officer and a new general manager of superannuation partnerships in July. |
| | | | ... capabilities as an ASX Trading and Clearing Participant, enabling access to established infrastructure in the domestic financial services industry. Under the joint venture, Phillip Securities Australia's non-executive director John Miles has joined the ... |
| | | | ... health underwriting?" There are also other subjects relating to family and domestic violence, First Nations customers, financial hardship, and more. Kell said the consultation paper is an important step in developing recommendations to meet evolving ... |
| | | | ... "terrific result". "We're a startup fund manager taking on the lavishly funded subsidiaries of the world's largest financial institutions," Man added. "We're confident enough in the quality of our products that they will survive and do well ... |
| | | | ... opportunities ahead," he said. Lumenary Investment Management founder and managing director Lawrence Lam recently told the Financial Standard Podcast that founders that sell large stakes in their company is a "red flag", pointing to examples from AfterPay ... |
| | | | ... comprehensive advice book to Centrepoint Alliance, which saw 400 clients transition to Centrepoint's salaried advice arm Financial Advice Matters. "Where a member has more complicated needs, and particularly where they do have significant assets outside ... |
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