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Showing 1 - 8 of 8 results for "Advance AM"

Advance Asset Management ceases direct distribution

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... direct retail investors following a rather significant change to the eligibility criteria for investment. Currently, Advance AM funds have a minimum investment of $5000 and are available to any direct retail investor who applies. However, from July 1 ...

BT's Advance AM hit with stop orders

JAMIE WILLIAMSON  |  FRIDAY, 17 MAR 2023
BT Financial Group has been forced to suspend distribution of three of its Advance Asset Management funds for having non-compliant, "broadly drafted" target market determinations (TMDs). ASIC issued interim stop orders to BT and Advance Asset Management ...

Advance AM head of strategy steps down

ALEX BURKE  |  THURSDAY, 23 APR 2015
BT-owned Advance Asset Management's head of strategy and research Felix Stephen will leave the company on April 30. In addition to his 11 years at Advance, Stephen has broad experience across the banking and financial services sectors, having held roles ...

Market Wrap- Morning

AAP  |  THURSDAY, 1 DEC 2011
The Australian market is set to open significantly higher as world markets surged on a move by six central banks to boost liquidity for banks weighed down by downgraded government debt. European markets rose by over three per cent and Wall Street is ...

Advance AM appoints WA state manager

Multi-boutique manager Advance Asset Management has appointed a new state manager for Western Australia. Matilda Madison has eight years of experience working in various business development roles in WA for companies including Zurich, Count Wealth Accountants ...

Advance AM apppoints QLD state manager

Multi-boutique manager Advance Asset Management (Advance) has appointed Karen Giglia as state manager for Queensland. Prior to taking the role, Giglia was Advance's state manager for Western Australia where she established a network of key accounts ...

Advance AM appoints head of distribution

Multi-boutique manager Advance Asset Management has appointed Craig Mowll as their new head of distribution Prior to Advance Asset, Mowll had a similar distribution role at St George's Margin Lending and DirectShares business and is reported to have ...

Advance AM appoints state manager

Multi-manager Advance Asset Management has appointed Damian Holland as state manager for Victoria and Tasmania. Prior to Advance, Holland was at Vanguard Investments Australia as senior business development manager where he handled key national dealer ...
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