Search ResultsShowing 81 - 90 of 100+ results for Jamie Williamson
Sargon launches SMSF alternative
JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
Financial advisers and their clients now have an alternative to the traditional self-managed superannuation fund, with Sargon partnering with an $11.5 billion platform to launch a small APRA fund. Sargon has partnered with HUB24 to provide advisers ...
MAX Awards 2019: Get voting
JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2019
The finalists for the 2019 Financial Standard MAX Awards have been named and voting is now open. Voting is now open for the annual MAX (Marketing, Advertising and Sales Excellence) Awards, recognising individuals, teams and organisations in the financial ...
Former AMP adviser pleads guilty
JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAY 2019
A former AMP adviser has pleaded guilty to stealing more than $200,000 in client funds. Trevor William Martin of Kiama, New South Wales has pleaded guilty to three counts of dishonestly obtaining client funds in the District Court of NSW. An investigation ...
Former NAB adviser charged
JAMIE WILLIAMSON  |  TUESDAY, 23 APR 2019
A former NAB financial adviser has been charged with two offences following an investigation by ASIC. Max Kiattisak Eung of Tempe, New South Wales was charged with two offences of obtaining financial advantage by deception. It is alleged that between ...
NAB remediation bill hits $1.1bn
JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2019
National Australia Bank has set aside an additional $525 million for customer remediation, more than 90% of which is in relation to its wealth operations. The total owing is now estimated at more than $1.1 billion. Announced today, the $525 million ...
Westpac appoints acting advice GM
JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
Westpac has appointed an acting general manager of advice to lead the transition of its financial planning business to Viridian Advisory. National head of BT Group Licensees Ashley Stewart will take on the role of acting general manager of advice from ...
Macquarie IM names APAC operations lead
JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
The former head of investment operations at Suncorp has taken on a leadership role at Macquarie Investment Management. A spokesperson for Macquarie has confirmed Caroline Marull is now chief operating officer, Asia Pacific for Macquarie Investment Management. ...
Financial adviser salaries revealed
JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
As the fallout from the Royal Commission continues, financial adviser's salaries are being scrutinised. According to the latest Financial Adviser Salary Guide from Kaizen Recruitment, a senior financial adviser with more than 10 years' experience and ...
Dealer group acquires bank advice business
JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
An IOOF-owned dealer group has acquired Bendigo and Adelaide Bank's financial planning business. Bridges Financial Services has entered into a strategic partnership with the bank that will see Bridges take ownership of Bendigo and Adelaide Bank's ...
Financial advice in 2030: What does it look like?
JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
If every one of the recommendations to come out of the Royal Commission and the Productivity Commission was implemented verbatim, by 2030 the financial advice industry would look very different. WealthDigital predicts Australia's financial advice ...
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