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Showing 1 - 7 of 7 results for "BT Group Licensee"

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
Clime Investment Management chief executive Annick Donat is exiting shortly after the ASX-listed firm announced an overhaul of its business model. Donat said she decided to step down after three years in the top job. Her final day is July 31. Before ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Copia Investment Partners appointed the former regional manager distribution for BT Open as distribution manager for Queensland. Greg Black spent around 15 years at BT in distribution roles including state manager at BT Wrap and national manager, network ...

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
Madison Financial Group's Annick Donat has been appointed the chief executive of Clime Investment Management. She will commence in the role on 1 May 2021. Donat was most recently the chief executive of Madison for over three years, before it was ...

Pendal appoints new licensee distribution lead

ELIZABETH MCARTHUR  |  TUESDAY, 17 DEC 2019
Pendal has appointed an interim head of independent licensee distribution. Andrew Rutter has stepped into the role to cover Laurice Considine's maternity leave for up to 12 months, Pendal confirmed. Considine has been with Pendal for more than seven ...

Westpac appoints acting advice GM

JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
Westpac has appointed an acting general manager of advice to lead the transition of its financial planning business to Viridian Advisory. National head of BT Group Licensees Ashley Stewart will take on the role of acting general manager of advice from ...

Former BT executive to head advice group

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
BT Financial Group's former head of licensee development and BT Group Licensees is the new chief executive of a boutique advice licensee. Annick Donat has joined Madison Financial Group after resigning from BT in December 2016, having spent six years ...

BT develops digital learning tool for advisers

STAFF WRITER  |  FRIDAY, 4 SEP 2015
... and broader support teams to access this tool in their own time versus the advice industry dictating a time," BT Group Licensee's head of licensee development Annick Donat said. BT Financial Group general manger of group licensees Phil Butterworth said ...
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