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Showing 81 - 90 of 501 results for "Achievement"

Prime Super's general manager of investments departs

ANDREW MCKEAN  |  THURSDAY, 2 FEB 2023
... can earn a living, but I wake up because I enjoy working with these people," she said. Kang added that her greatest achievement at Prime Super was bolstering the processes and procedures, making the fund's security and compliance procedures water ...

Funds SA chief executive to step down

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
Jo Townsend will step down as chief executive of Funds SA, capping eight years in the role. Townsend said the decision was not easy and "is very much taken from a personal perspective." She will stay in the role until the board finds a suitable successor ...

Praemium takes 53% hit to inflows

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... $225 million for the quarter. Its rolling annual net funds flow represents 16% of the starting FUA, an outstanding achievement." He added that Powerwrap returned to a reasonably consistent positive flows contribution. "It demonstrates advisers continue ...

BGL adds company tax return to software solution

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
... lodge the 2022 Company Tax Return in Simple Invest 360, streamlining their compliance workflow. "This is a fantastic achievement and another industry first for the Simple Invest 360 product team, and I am incredibly proud of them," he said. BGL said ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... Gersey. Abood said: "The CFP Certification Program is a rigorous program of study, and to win this award is a real achievement." "Congratulations to Brigitta for her outstanding performance and commitment."

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
JANA Investment Advisers has promoted four staff members to principal consultants, including Jo Leaper, its high-profile head of operational consulting. Leaper has aspired to this role since joining the asset consultant 12 years ago. "I am incredibly ...

Spirit Super farewells chair, names successor

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
Naomi Edwards will depart the fund after 12 years on the board, to be replaced by investment and superannuation veteran Maria Wilton. Edwards was Tasplan's chair since 2011, continuing in the role following its merger with MTAA Super. Edwards' ...

TAL launches Professional Year platform

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
The insurer has unveiled a new digital platform that promises to keep track of all Professional Year requirements and achievements. Developed by TAL's Risk Academy team, in collaboration with several licensees, PY Manager allows licensees, financial ...

Vicinity Centres head announces retirement

CHLOE WALKER  |  MONDAY, 31 OCT 2022
Grant Kelley has announced his departure from Vicinity Centres after more than five years as its managing director and chief executive. Kelley is set to retire from Vicinity by 30 June 2023, to facilitate a smooth and coordinated transition to his successor ...

Insurance, retirement product excellence recognised

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
TAL, Generation Life, MLC Life and Challenger were among the winners at last night's annual Plan For Life Excellence Awards in Sydney. Now in their ninth year, the awards aim to celebrate achievements in product design and innovation across life ...