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Showing 81 - 90 of 125 results for "Barrett"

UBS names ING IM transfers

CLAIRE MCGREAL  |  WEDNESDAY, 29 FEB 2012
... UBS is complete on March 30. These include Joel Fleming, Australian equities small companies, David Scott and Patrick Barrett, property securities, Michael Fanning, structured beta and indexing, and Rachel O'Connor and Thomas Wu, Australian fixed income. ...

Christmas deadline for FOFA clarity: ANZ

CLAIRE MCGREAL  |  WEDNESDAY, 7 DEC 2011
... warned that Christmas is the "absolute drop dead date" for clarity on FOFA reforms before implementation costs double. Paul Barrett, ANZ general manager advice and distribution, told reporters in Sydney yesterday that time is ticking on the reform timeline ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
... planners get the full value for their business if they decide to sell," said ANZ general manager Advice & Distribution Paul Barrett. "With close to 2000 financial planners across our network it's important for ANZ Wealth to foster a culture of innovation ...

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 ...