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

Search Results

Showing 1 - 10 of 19 results for "BT Financial Advice"

Key advice executive leaves Aware Super

JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2024
... and advice role. Forman joined Aware Super in October 2019 from BT where she had served as national head, BT Financial Advice. She spent about 15 years at BT in all, including as head of product and head of advice offers. Aware Super chief executive ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... $12 million to about 8000 members. Also on advice, ASIC alleges that Westpac's former licensee groups BT Financial Advice, Securitor Financial Group and Magnitude Group charged ongoing contribution fees for financial advice without adequate fee disclosure ...

Westpac in fresh $87m remediation program

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
... subsidiaries affected are Securitor Financial Group, Magnitude Group and Westpac Banking Corporation (known as BT Financial Advice). These businesses ceased providing personal financial advice in 2019. Westpac only notified ASIC about the advisers' ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... Westpac announced it was exiting personal advice and bringing BT Financial Group back in-house. About 175 BT Financial Advice staff transitioned to Viridian, including 90 advisers. The move saw the departure of BT Financial Group chief executive Brad ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... director of the Future2 Foundation. Xplore Wealth got a new chief executive this year, former general manager of BT Financial Advice Michael Wright. The company's most recent annual general meeting involved hints at expansion plans and its first ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
The former general manager of BT Financial Advice, who was grilled at Royal Commission hearings last year, will lead an ASX-listed managed accounts provider for a $500,000 base salary. Michael Wright will join Xplore Wealth (formerly Managed Accounts ...

Westpac exits personal advice, restructures leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
... to Viridian Advisory. Salaried financial advisers and support staff will transition to Viridian. About 175 BT Financial Advice staff, including 90 advisers, will move to Viridian - the group currently has about 330 authorised representatives attached ...

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... economics of providing financial advice via BT Financial Group was getting difficult. In September last year, BT Financial Advice said it plans to scrap its virtual advice offering, formerly known as Wealth Connect. Just 12 months earlier the business ...

BTFG faces possible union action

JAMIE WILLIAMSON  |  WEDNESDAY, 12 SEP 2018
The Finance Sector Union is planning urgent workplace meetings and teleconferences with BT Financial Advice employees impacted by a planned restructure of BT Financial Group's advice offering. Last week BT Financial Group told Financial Standard ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... financial advisers, with plans to discontinue the Virtual Advice offering - resulting in significant redundancies. BT Financial Advice has proposed the scrapping of its virtual advice initiative - formerly known as Wealth Connect - with all team members ...
PAGE:
1
PREVIOUS
NEXT