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Showing 1 - 10 of 28 results for "Advice Partnerships"

Tribeca Financial appoints strategic partnerships lead

KARREN VERGARA  |  FRIDAY, 17 APR 2026
... client partnership and business development for nearly six years at IFS and before that was general manager of advice partnerships for almost three years. Foley spent nearly 20 years at IFS, starting out as a financial adviser and fund leader with Industry ...

Cbus advice lead jumps to Aware

ELIZABETH FRY  |  FRIDAY, 6 SEP 2024
... significant leadership experience within the superannuation sector. Cross joined Cbus in late 2019 as manager of advice partnerships and performance. Two years later, she was promoted to head of advice. Before joining Cbus, Cross worked at LUCRF Super ...

ASIC takes on NAB for fee-for-no service breaches

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
... the exit of NAB chief customer officer of consumer banking and wealth Andrew Hagger and general manager of advice partnerships Ross Barnwell. In response to Archibald's testimony, NAB's legal defence said the bank accepts that it must pay a "substantial ...

Vanguard head jumps to industry fund

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 JUN 2021
... a head of advice, promoting from within. Lynda Cross was promoted from her previous position as manager of advice partnerships and performance. Prior to joining Cbus, Cross was manager of advice and education at LUCRF Super and had a 16-year career at ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... a head of advice. Lynda Cross has stepped into the role, promoted from her previous position as manager of advice partnerships and performance. Prior to joining Cbus, Cross was manager of advice and education at LUCRF Super and had a 16-year career at ...

MLC Life appoints retail general manager

KANIKA SOOD  |  MONDAY, 8 MAR 2021
... strategy and management," Rogers said of the appointment. In his most recent role, he was the general manager of advice partnerships with responsibility for leading MLC Advice licensees. "I am thrilled to be joining MLC Life Insurance. I've a long-standing ...

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... research. Andrew Tunny joins the Sydney-based research firm having recently worked as a state manager for MLC Advice partnerships. Tunny joined MLC in 2006 and moved on to parent company NAB, working in senior roles across insurance and business development. ...

MLC general manager departs

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
The general manager of advice partnerships at MLC has departed. MLC has confirmed Michael Downey left his role with the business last week. Taking to LinkedIn, Downey said he is confident the MLC advice business is set up for success in the years ahead. ...

NAB hit with extra billion in remediation

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 OCT 2019
... giving rise to increased provisions by NAB for customer remediation are adviser service fees charged by NAB advice partnerships. Those provisions have increased to allow for customer refunds for ongoing advice received between 2009 and 2018 of approximately ...

NAB remediation bill hits $1.1bn

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2019
... service fees charged by NAB Financial Planning salaried advisers; and adviser service fees charged by NAB Advice Partnerships advisers. In fact, misconduct within its wealth division accounts for 91% of the increased bill while the remainder relates ...
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