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Showing 81 - 90 of 186 results for "Head of Advice"

Sunsuper enhances online advice services

ELIZABETH MCARTHUR  |  MONDAY, 18 MAR 2019
... member application request, which combines five separate paper forms into a single, intuitive smart form," Sunsuper head of advice and retirement Anne Fuchs said. "We've estimated this will cut the time taken to set up a new member from almost 30 minutes ...

Super funds eye intra-fund advice shake-up

KARREN VERGARA  |  FRIDAY, 15 MAR 2019
... environment and it's time to push the changes ahead with the regulators and policymakers, she said. Hostplus head of advice and financial planning Maurizio Lombardi said intra-fund advice is a highly debated topic because it's too restrictive. ...

Sunsuper introduces advice fee caps

JAMIE WILLIAMSON  |  THURSDAY, 28 FEB 2019
... pay ongoing advice fees for members with a balance of less than $50,000. Speaking to Financial Standard, Sunsuper head of advice and retirement Anne Fuchs said the caps have been designed and implemented with the outcomes of the Royal Commission in mind. ...

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... manager of wealth at ASX-listed Yellow Brick Road, a role he took on in September 2016. Prior to that, he was the head of advice and wealth management at Westpac Private Bank for six years. He also spent time at NAB Private Wealth [sic] as the head of ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... Seale takes on the role of chief operating officer of licensee solutions. Since March 2013, Seale has been the head of advice for ClearView/Matrix. General manager of group licensee Todd Kardash said LaVista's aim is not to tell advisers how to run their ...

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
The former head of advice partnerships and membership at the Financial Planning Association of Australia (FPA) has linked with Centrepoint Alliance. Jason Tattershall has been appointed as the second growth manager at the advice services group, taking ...

Grandfathered commission debate an overreaction: AFA

JAMIE WILLIAMSON  |  THURSDAY, 26 JUL 2018
... moves by BT Financial Advice and Macquarie to remove these payments, is a "massive overreaction" as a result of AMP head of advice Jack Regan's Royal Commission testimony. "The assumption about the prevalence of grandfathered commissions that emerged ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... he was chief executive of its dealer group subsidiaries Millennium3 and Financial Services Partners. Brown was head of advice development at Colonial First State and also held senior roles at Commonwealth Bank's Financial Wisdom dealer group.

AMP dumps Horizons program

JAMIE WILLIAMSON  |  FRIDAY, 20 JUL 2018
... financial advice from Australians so we're strengthening and improving our learning and development proposition," AMP head of advice education, capability and careers Rod Edge said. He added that advisers within AMP's aligned dealer groups contributed ...

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... at OneVue as head of platforms, IOOF-owned Australian Executor Trustees as head of distribution and Citibank as head of advice.