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Showing 1 - 10 of 849 results for "BT Financial Group"

Macquarie names new wrap platform lead

MATTHEW WAI  |  TUESDAY, 1 SEP 2026
... stationed at Commonwealth Bank and Morgan Stanley previously, while bringing extensive legal expertise across BT Financial Group, Investec Bank Australia, Shearman and Sterling, Corrs Chambers Westgarth and Coudert Brothers earlier in her career. Sharing ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... created the role of general manager of wealth, appointing Zac Leman, who previously ran managed accounts at BT Financial Group. JANA says the appointment reflects growth in the wealth business, with total wealth client funds under management reaching ...

AIA Australia rejigs retail team, appoints new lead

KARREN VERGARA  |  TUESDAY, 25 AUG 2026
... and spent a total of 10 years at the life and health reinsurer. Her previous senior leadership roles included BT Financial Group/Westpac and CommInsure, where her responsibilities included leading growth and transformation initiatives and building partnerships ...

Netwealth tightens trustee oversight with new hire

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
... Super. Earlier in her career, she held roles at AMP, Colonial First State, Perpetual Investment Management, BT Financial Group, and Westpac. Netwealth said Jose's appointment reinforces its ongoing investment in experienced leadership and robust governance ...

State Street IM Australian investments lead to retire

KARREN VERGARA  |  FRIDAY, 24 JUL 2026
... Victor has also led the SPDR ETFs business for Singapore and its Asia Pacific distribution unit. She joined from BT Financial Group where she was national partnership manager. Victor has previously held roles in sales management, strategy and product ...

TCorp chief investment officer retires

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... consolidation of five superannuation products into a single MySuper product. He also held senior investment roles at BT Financial Group, QIC, Goldman Sachs and Schroders. TCorp is now looking for Brentnall's successor with the appointment set to ...

TAL appoints two new board members

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... Business Banking and chief digital, data and analytics officer at NAB, alongside other senior roles at Westpac, BT Financial Group and Citibank. "I am honoured to join the TAL board at such an exciting time for the business and for the life insurance ...

Platforms should be wary of cutting options: Experts

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... on platforms could restrain client choice. Speaking at the Morningstar Investment Conference 2026 in Sydney, BT Financial Group chief executive Matt Rady noted the role of platforms as a core component of the financial system enabling efficient transition ...

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... June 1. Prior to Godfrey Pembroke, Fisher was the managing director of Securitor, and held senior roles at BT Financial Group, Westpac and Macquarie Group previously. As chief executive, Fisher will support the firm's adoption of new technology like ...

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
... position of general manager, wealth. Leman was most recently head of managed accounts and direct equities at BT Financial Group, a role he held since 2019. Previously, he was head of platforms investment product development. Prior to BT, he spent four ...
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