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Showing 1 - 10 of 10 results for "Baulkham Hills"

Former Charter adviser receives permanent ban

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... permanently banned for dishonestly charging clients more than $65,000 in fees. ASIC has banned Brenton John Poynter of Baulkham Hills in NSW from providing financial services after an investigation found he dishonestly deducted money from clients' investment ...

Investec acquires $38.9m Sydney office building

LAURA MILLAN  |  THURSDAY, 26 MAR 2015
Investec Australia Property Fund has acquired a $38.9 million office building in Norwest Business Park in Baulkham Hills. The acquisition is the fund's first in New South Wales and brings the value of the fund's total portfolio to $328 million. The ...

YBR adviser awards announced

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
... well over the past 12 months. The National Rising Star Award was presented to Geoff Walley, branch principal at Baulkham Hills while the branch Rising Star Awards for Wealth Management went to Robina for general insurance, Boban Jurisic at Sydney CBD ...

Former AMP adviser gets permanent ban

ASIC RELEASE  |  MONDAY, 20 SEP 2010
ASIC has permanently banned former AMP adviser Vince Aloisi of Baulkham Hills, New South Wales, from providing financial services. ASIC's action against Aloisi follows its investigation into allegations of misconduct during his employment as an authorised ...

Taggart receives OAM

PRESS RELEASE  |  MONDAY, 1 FEB 2010
... Australia medal. Taggart received the honour for his work in charitable, community and sporting organisations in Baulkham Hills. According to news sources, Taggart is the chair of the TAFE NSW Western Sydney Advisory Board and also the Education and ...

Mercer's self employed advice strategy falls short

MICHAEL HOBBS  |  FRIDAY, 31 JUL 2009
... client books already." Mercer Wealth Solutions announced it had signed on its first external advice practice in Baulkham Hills, Sydney in August last year. But that practice closed down and the owner has moved back to working as a chartered accountant. ...

Mercer opens first ext advice practice

MICHAEL HOBBS  |  THURSDAY, 14 AUG 2008
Mercer Wealth Solutions opened its first external financial advice practice in Baulkham Hills, Sydney, just three months after it launched the new advice channel. Practice director, John Tsekas, a financial adviser with 15 years experience, joins the ...

Adviser gets community service

RUTH LIEW  |  MONDAY, 14 APR 2008
... financial adviser has been sentenced to 250 hours community service for giving unlawful advice. Mohammad Zareei of Baulkham Hills, New South Wales, was sentenced by the Sydney District Court to 250 hours community service following an Australian Securities ...

Fraudulent advisers caught

RUTH LIEW  |  THURSDAY, 14 FEB 2008
... delivering false financial advice. The two so called "advisers", Tunde Doja from Sydney and Mohammad Zareei of Baulkham Hills, New South Wales, were accused of fraudulent dealings and advice pertaining to Progressive Investment Securities (Progressive) ...

AFA Adviser of the Year announced

... Adviser of the Year award. The winner is Jim Taggart from Taggart Nominees. Taggart is managing director of the Baulkham Hills based advisor group in north western Sydney. Taggart Nominees has been operating since 1987. It offers a mix of personal, corporate ...
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