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Vale Ian Perkins
ALLY SELBY  |  MONDAY, 6 JUL 2020
... he was not a typical banker. He was creative, courageous, innovative, a rule breaker and most happy when he had a white board and would collaborate on big ideas and of course gather an audience!" His colleagues described Perkins' determination for ...
Alan Dixon steps down at Evans Dixon
KANIKA SOOD  |  FRIDAY, 3 JUL 2020
After stepping down from the firm's executive roles last year, Alan Dixon this week also gave up board and associated investment committee positions for personal reasons. Dixon, who was the chief executive of the ASX-listed firm until June last year ...
New appointment to TAA board
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
The Adviser's Association (TAA) has made a new appointment to its board. Jennifer Mogg, operations manager, company secretary and a director of Invest Blue, has joined the board. Invest Blue is an advice firm licensed by AMP Financial Planning. TAA ...
Super funds merge, board revealed
ELIZA BAVIN  |  WEDNESDAY, 1 JUL 2020
First State Super and VicSuper have completed their merger, revealing fee reductions and board changes. The merged fund now manages over $120 billion on behalf of 1.1 million members, including healthcare and aged care workers, teachers, police and ...
ClearView announces board changes
ELIZA BAVIN  |  WEDNESDAY, 1 JUL 2020
ClearView Wealth has announced a number of changes to its board including a new chair. Geoff Black has been named as the new chair, replacing Bruce Edwards who announced his intention to retire at the start of April. Edwards officially retired as chair ...
AFA, FPA share bleak view of industry
ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
... less than a $1 million in investable assets without making a loss, a claim he said he had heard from constituents. AFA board member and treasurer Sam Perera said that yes, most of the high cost of providing financial advice comes from the compliance ...
Rest names chief investment officer
JAMIE WILLIAMSON  |  MONDAY, 29 JUN 2020
... approach," Rest chief executive Vicki Doyle said. "Andrew will play a key role working with our investment managers and Board Investment Committee as we look for investment opportunities that generate strong long-term returns for our members and can ...
New multi-boutique launches in Sydney
KANIKA SOOD  |  MONDAY, 29 JUN 2020
... is now business as usual with the existing team, fund and trading infrastructure and the majority of clients staying on board," he said.
FEW announces new chief executive
JAMIE WILLIAMSON  |  FRIDAY, 26 JUN 2020
... executive director Alex Tullio. As Tullio takes on the chief executive role, Beck will transition to chair of the FEW Advisory Board to assist FEW in reaching its goals. "FEW is all about passing the baton of experience to the next levels and this is ...
FPA, TPB to share information
ALLY SELBY  |  FRIDAY, 26 JUN 2020
The Financial Planning Association of Australia has signed a Memorandum of Understanding with the Tax Practitioners Board, in a move which both parties say will set out a clear framework for engagement, cooperation and proactive information sharing ...
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