Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 100+ results for "Advisory"

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... first African American to serve as the chair. Elliott is currently the president of Grid 202 Partners, an investment advisory firm based in Washington, DC. Her financial planning and investment experience spans two decades. She has worked for the likes ...

HLB Mann Judd appoints new directors

CHLOE WALKER  |  THURSDAY, 13 JAN 2022
Advisory and accounting association, HLB Mann Judd, has announced the appointment of two directors within its corporate and audit services and business advisory divisions. Perth based audit manager David Healy has been promoted to director within the ...

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
... based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney. Scotland's Gladstone Global Advisory intends to expand its wealth management operations, concentrated on Sydney, Kuala Lumpur, and Singapore. Gladstone already ...

Advice firm targets teen financial literacy

KARREN VERGARA  |  FRIDAY, 7 JAN 2022
... graduates' poor financial literacy head on in a bid to equip them with essential wealth skills for the future. Purpose Advisory director and adviser Tristan Scifo has launched More than Before, an online wealth education and mentorship program for teenagers ...

ISPT takes stake in property fund manager

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... with its capital markets business to create a corporate and institutional business. Fort Street is a boutique corporate advisory firm and at the time, executed more than 70 advisory mandates across mergers and acquisitions, equity capital markets and ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... individuals and institutions. LGT Group chair H.S.H Prince Max von und zu Liechtenstein said: "Crestone is a preeminent wealth advisory firm with excellent further growth opportunities in the attractive Australian market. We look forward to working closely ...

Sunsuper ESG expert in new global role

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
... was previously in investor relations at Macquarie Group while Haysler joined from sustainability services firm Point Advisory.

ASIC bolsters leadership

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
... he will oversee finance strategy and projects, management accounting, statutory reporting, finance systems, compliance advisory, industry funding, financial operations and unclaimed monies. Meanwhile, Nicole Collins has been appointed chief people officer. ...

New appointments to FSC board

CHLOE WALKER  |  FRIDAY, 10 DEC 2021
... representing Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The industry is responsible for investing almost $3 trillion on behalf of ...

AZ NGA recruits chief operating officer

JAMIE WILLIAMSON  |  WEDNESDAY, 8 DEC 2021
The chief operating officer of Countplus will join AZ Next Generation Advisory in the new year, spearheading the group's expansion plans. Graham McGeagh has been with Countplus since 2018 but will join AZ NGA as its chief operating officer in early ...
PREVIOUS
NEXT