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Search ResultsShowing 1 - 10 of 100+ results for "BT Financial Group"
MLC Wealth appoints chair
ELIZA BAVIN  |  TUESDAY, 2 JUN 2020
A former chief executive of BT Financial Group has been named independent non-executive chair of MLC Wealth. Robert Coombe has been named to take on the role, effective 1 July 2020. NAB chair Philip Chronican said the appointment to the board of National ...
Former licensee head in new role
JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... more than 20 years' experience in financial planning, a decade of which was spent working across Westpac and BT Financial Group. He has also previously held roles with Macquarie, AMP, AXA and NAB Financial Planning. MLC also confirmed the appointment ...
Westpac to review business units
JAMIE WILLIAMSON  |  MONDAY, 4 MAY 2020
... as a proven executive who is returning to Westpac, having previously held several roles across Westpac and BT Financial Group between 1999 and 2015. "The changes today are a significant step to reducing the complexity of our portfolio and will allow ...
Perpetual executive jumps to Xplore
ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... the role, after close to five years in the same position at Perpetual. Prior to Perpetual Gellett worked at BT Financial Group, holding a number of roles including head of product management, retail and corporate super, and head of business design and ...
Product provider partners with BTFG
ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
A products provider has announced it will launch a number of managed portfolio options on BT Financial Group's flagship platform. Lonsec has partnered with BTFG to make its listed and retirement managed portfolios available on BT Panorama. Lonsec said ...
Wealth manager appoints new head of advice
HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... manager at Westpac, Howell previously spent more than three years at the bank's wealth management arm, BT Financial Group, where he was a compliance and assurance manager and financial adviser team lead. Earlier, he spent more than eight years at ...
Pinnacle distribution director takes new role
KANIKA SOOD  |  THURSDAY, 26 MAR 2020
... institutional business, and separately, Australia and New Zealand. He has also worked for Macquarie Group, BT Financial Group and Westpac. Maple-Brown Abbott started as an equities boutique but has expanded to a multi-boutique model with 60 staff and ...
Why remediation jobs aren't short-term
ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
... remediation teams permanent. Melissa Bogg was program director and head of operations for advice remediation at BT Financial Group from 2016 to 2018, after that she was transformational director and head of automation. Now, Bogg has established a consulting ...
WealthO2 appoints national BDM
ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... AMP and SuperConcepts in sales and SMSF administration senior roles. He also spent more than four years with BT Financial Group as the NSW/ACT state manager securitor and licensee select, where he coached advice professionals on how to make their business ...
Spitfire loses top executives
ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2020
... Former chief product officer Anil Sagaram has also departed seven months since joining. Shuttleworth, a former BT Financial Group executive is now a self-employed consultant and investor. Shuttleworth spent close to 15 years at BT, having held a number ...
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