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Showing 81 - 90 of 122 results for "Barrett"

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... Commonwealth Financial Planning where he reported to then Colonial First State general manager, advice business, Paul Barrett, who is now general manager of ANZ Wealth advice and distribution. Prior to this role Younger held a number of senior roles ...

UBS installs new property managers after ING deal

MATT WOODINGTON  |  THURSDAY, 6 OCT 2011
... portfolio and research responsibilities." Former ING IM Australian property securities managers David Scott and Patrick Barrett are assuming management of the UBS Property Securities Fund and A-REIT research for the firm's global asset management and ...

ANZ Wealth appoints head of advice delivery

RACHEL DAVIS  |  FRIDAY, 30 SEP 2011
... businesses, including MLC 360. Seales will start her new role on 7 November and will be based in Sydney, reporting to Paul Barrett, general manager advice and distribution. ANZ Wealth comprises OnePath, E*TRADE, Investment Lending, Financial Planning ...

FOFA levels playing field: ANZ Wealth

ELISE BURGESS  |  MONDAY, 5 SEP 2011
... level the playing field with advisers free to compete with super funds for intrafund advice clients, according to Paul Barrett, general manager advice and distribution, ANZ Wealth. The best interest test, as part of the Future of Financial Advice (FOFA) ...

ANZ Wealth: phone-based advisers to help with opt-in

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
... 50 new planners annually for the next few years while also offering its existing planners key innovative products. Paul Barrett, general manager advice and distribution, ANZ Wealth, told a media briefing yesterday about the dealer group's plans to provide ...

ANZ planners receive funding facility

ELISE BURGESS  |  FRIDAY, 12 AUG 2011
... through acquisition, purchase client books from a retiring financial planner and refinance existing business loans. Paul Barrett, ANZ general manager, advice and distribution, said the funding would be exclusively available to all ANZ aligned dealer ...

ANZ fears regulation could hamper scaled advice

MATT WOODINGTON  |  FRIDAY, 5 AUG 2011
ANZ Wealth head Paul Barrett believes that the current definitions of 'best interest' advice could halt the industry's migration into the world of scaled advice. Speaking at the Financial Services Council (FSC) conference, Barrett spoke of the need ...

ANZ restructure gathers pace with new planning head

MATT WOODINGTON  |  TUESDAY, 26 JUL 2011
... head of financial planning and brought in former Colonial First State head of strategy and planning Greg Hansen, as Paul Barrett's advice and distribution restructure continues to take shape. Barrett arrived from CFS in April and has set about building ...

OnePath arms planners with post FOFA program

MATT WOODINGTON  |  MONDAY, 4 JUL 2011
... businesses across the country and the FutureReady toolkit includes examples of things that we have seen work," said Paul Barrett, general manager advice and distribution, ANZ. All of the FutureReady tools, designed to make clear to planning groups how ...

RockStar charity raises $120k

ELISE BURGESS  |  FRIDAY, 11 MAR 2011
... Helen Blackford from Colonial First State for marketing the event. In charge of sponsorship were Chris Larsen and Paul Barrett from Ironbark Asset Management, Melissa Randall from van Eyk and Hugh Williams from BW Partners "This is one of the few events ...