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Showing 81 - 90 of 180 results for %22Lisa Ng%22

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing at the upcoming Financial Planning Association of Australia's Professional Congress in Hobart next week. ...

Suncorp appoints new wealth and life intermediaries head in executive reshuffle

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
... chief executive banking and wealth, David Carter; chief information officer, Sarah Harland; chief program excellence officer, Lisa Harrison; chief people experience officer, Amanda Revis; chief executive of Suncorp New Zealand, Paul Smeaton; and chief ...

Centrepoint accelerates distribution strategy

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... and has been promoted to management consultant to work with clients in Queensland, South Australia and Western Australia. Lisa Ng, who was a business consultant across South Australia and Western Australia for close to five years, has been promoted to ...

New role builds Suncorp Marketplace momentum

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
... improving the distribution of Suncorp's brand and third-party products. Promoted to the role of chief program excellence officer, Lisa Harrison will be responsible for the co-ordination of the Suncorp business plan deliverables, including projects that ...

TH Real Estate expands Australian operations

KARREN VERGARA  |  MONDAY, 15 MAY 2017
... manager TH Real Estate is expanding its Australian footprint by creating a new investment analyst role. Based in Sydney, Lisa Peng joins as an investment analyst responsible for research and financial analysis across the business, including equities ...

Sunsuper puts adviser trust front and centre

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
... confident about getting advice and setting themselves up for retirement." To build this trust, US Financial Life planning expert Lisa A.K. Kirchenbauer urged advisers to approach clients' needs with empathy, employ deep listening skills, and really listen ...

Former Future Fund MD joins HESTA

ALEX BURKE  |  TUESDAY, 11 APR 2017
... leading investment insights to be considered by our board," Blakey said. HESTA chair Angela Emslie and directors Anna Claude, Lisa Darmanin, Gary Humphrys and Klaus Zimmerman will join the new committee. Of his new role, Burgess said: "I was drawn to ...

Financial Standard wins prestigious award

DARREN SNYDER  |  THURSDAY, 6 APR 2017
... Review (AFR) reporter Peter Ker. The overall winner was a joint submission from AFR reporters Michael Smith, Angus Grigg and Lisa Murray for their series on Crown Resorts staff being detained in China. The trio submitted in the General Business category. ...

VFMC appoints new CIO, COO

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
... formerly part of Goldman Sachs Asset Management's Australian business. In announcing the new appointments VFMC chief executive Lisa Gray said: "One of VFMC's great strengths is the depth and breadth of its team. Our clients have been delighted with the ...

Bridges partners for financial education

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... after completing the program 79% of participants reported used a savings plan more often. The Smith Family chief executive Dr Lisa O'Brien said: Supporting disadvantaged students to make informed financial decisions will help them to plan and achieve ...