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Showing 1 - 10 of 13 results for "AD Financial Services"

Milford Asset Management names chief executive

JAMIE WILLIAMSON  |  TUESDAY, 28 JAN 2025
Milford Asset Management appointed a new chief executive as it targets further growth across Australia and New Zealand. Blair Turnbull will take over as chief executive of Milford on March 12, succeeding Mark Ryland who has served in the role for more ...

AZ NGA welcomes head of M&A

CASSANDRA BALDINI  |  MONDAY, 10 JUL 2023
AZ Next Generation Advisory (AZ NGA) has appointed Yasemin Onat to lead future mergers and acquisitions. At the same time, Andrew Symes joins as general counsel and company secretary. The firm recently added the role of general counsel role to its standing ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
The chief executive of an IOOF dealer group has departed as part of the group's restructure after it acquired MLC Wealth. Geoff Kellett has departed Financial Services Partners after two years as chief executive, with IOOF moving towards shuttering ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
Following its acquisition of MLC and decision to restructure its licensees, IOOF has consolidated the leadership of its various dealer groups and announced another acquisition. Revealing the next phase of its Advice 2.0 strategy today, IOOF has restructured ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
A director of the Tax Practitioners Board has joined the board of a managed accounts provider and platform. Julie Berry will replace Peter Brook as a non-executive director at Xplore Wealth. She has been a director of the Tax Practitioners Board for ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... strategy to become one of Australia's largest wealth advisory firms. The group comprises three businesses: AD Financial Services, a dealer group formed to bridge the gap between its institutional and boutique counterparts; an equity dealing firm ...

OneVue appoints TCorp exec

KERRIE SYDEE  |  FRIDAY, 26 AUG 2016
OneVue has appointed a new non-executive director to its board. Former chief executive of NSW Treasury Corporation (NSW TCorp) Stephen Knight has been appointed to the OneVue board, effective immediately. Knight has over 30 years' experience in the ...

New faces to lead financial services policy reform

LAURA MILLAN  |  MONDAY, 21 SEP 2015
Prime Minister Malcolm Turnbull's Cabinet reshuffle brings new faces and a new structure to the government's top economy, finance and business ministries. Social Services Minister Scott Morrison was appointed Treasurer, while Finance Minister Mathias ...

Securities dealer scales back after ASIC review

LAURA MILLAN  |  THURSDAY, 4 APR 2013
Securities dealer Clearing & Settlement Services (CSS) has downsized its operations after the Australian Securities and Investments Commissions (ASIC) found it had failed to comply with conditions of its Australian Financial Services licence (AFSL). ...

ASIC warns industry about misusing term independent

LINDA HAUSKEN  |  THURSDAY, 3 MAY 2012
ASIC has warned the industry that misuse of the term independent will result in strong action by the regulator, including publicly naming companies found to be in breach. In a recent surveillance project, Australian Securities and Investments Commission ...
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