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Showing 81 - 90 of 409 results for %22Ms Thomas%22

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... terrific role model for the future of financial advice." The AFA and TAL Female Excellence in Advice award went to Dawn Thomas of Wealthwise. Thomas was drawn to financial services because she wanted to empower people to achieve their financial dreams. ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Excellence in Advice Award Felicity Cooper, Cooper Wealth Management Tracey Ferguson, Ferguson Financial Planning Dawn Thomas, Wealthwise Tabitha Tworek, Insight Wealth Planning 2019 AFA Excellence in Education Award Kearsten James, Cooper Wealth Management ...

ASIC to crack down on platform fees

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 AUG 2019
... proof of them having been reported- and if not, why not. Speaking with Financial Standard, Mason Stevens managing director Thomas Bignill explained that Mason Stevens has been part of an ASIC questionnaire regarding managed discretionary accounts (MDAs). ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... roles." The finalists are Felicity Cooper of Cooper Wealth Management, Tracey Ferguson of Ferguson Financial Planning, Dawn Thomas of Wealthwise, and Tabitha Tworek of Insight Wealth Planning. AFA chief executive Philip Kewin said the award also promotes ...

Super fund hires strategy lead from MLC Life

KANIKA SOOD  |  MONDAY, 22 JUL 2019
An $80 billion industry superannuation fund has hired a former MLC Life chief customer officer. Anand Thomas is joining UniSuper as chief strategy and marketing officer, in a role that will work closely with the chief executive Kevin O'Sullivan. ...

Super funds can spearhead infrastructure: Expert

HARRISON WORLEY  |  WEDNESDAY, 29 MAY 2019
... financial services industry was shaping up in the current economic climate, Deloitte Access Economics director Michael Thomas said a key topic for discussion was the ongoing role of superannuation funds in infrastructure. As speculation swirls around ...

PM Capital head of distribution departs

KANIKA SOOD  |  THURSDAY, 23 MAY 2019
... Lachlan Cameron is taking up the role of director - wholesale sales at Invesco. He moves into the role as the incumbent Scott Thomas relocates to Invesco's UK operations to be a product director. Prior to joining PM Capital in 2016, Cameron was the ...

Chief economist update: AUD misdirection

BENJAMIN ONG  |  MONDAY, 15 APR 2019
... Canada. No prize for guessing but this is in light of the sharp deterioration in Australia's property market. Quoting Thomas Helbling - the International Monetary Fund's (IMF) lead analyst for Australia - the Australian Financial Review (AFR) ...

Chief economist update: Aussie property price falls become self-fulfilling

BENJAMIN ONG  |  MONDAY, 8 APR 2019
... been a bit bigger." These were the Australian Financial Review's (AFR) quotable quotes from its exclusive interview of Thomas Helbling - the International Monetary Fund's (IMF) lead analyst for Australia. No prizes for guessing, Helbling was ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... team. He starts at the end of June. Responsible for transforming AMP's Australian wealth management operations, Jen Thomas moves into the role of chief operating officer. She joins from RBS where she led operations, technology and change in financial ...