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Showing 1 - 10 of 26 results for "CFS Executive"

CFS to integrate estate planning services for members

ELIZA BAVIN  |  MONDAY, 16 FEB 2026
... up to date. "Our goal is to help members feel confident and supported across every stage of retirement planning," CFS executive director of retirement Marissa Powe said. "Estate planning is often put off because it feels complicated or expensive, but ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
... this important goal and providing robust investment solutions to assist financial advisers and their end clients." CFS executive director of managed accounts Frances Taylor said: "CFS's managed account offer spans generational needs and accessing ​leading ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... addition is a response to the "growing demand" from the industry seeking international investment opportunities. CFS executive director of managed accounts Frances Taylor said its "unique position" in the market has led to the expansion of the platform ...

Cost-of-living continues to rock retirement confidence

MATTHEW WAI  |  MONDAY, 24 FEB 2025
... males between the age of 35 and 44 at $103,955 - presenting a large disconnect between expectations and reality. CFS executive director of retirement and growth Marissa Powe said it is important for Australians to "take action" if they would like to ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... it easier and less stressful for families to navigate the aged care system is one of the needs that can arise," CFS executive director of retirement Marissa Powe said. "Australia's aged care system is complex, and it can be expensive, and we know there ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... investment options in a single account, allowing them to service different client segments from a single platform. CFS executive director of managed accounts Frances Taylor said advisers and their clients can benefit from true diversification by spreading ...

CFS unveils new leadership team

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... impressed with Kelly's ability to tackle tough and complex issues and oversee the refresh of the business strategy," CFS executive chair-elect Rob Coombe said. The group has also hired three from MLC to lead operations, human resources and finance. ...

Colonial First State hires to investment team

KANIKA SOOD  |  TUESDAY, 23 FEB 2021
... Graham-Smith has joined CFS as a senior investment manager for alternatives. He joined in the role yesterday and reports to CFS executive manager investments Peter Dymond. He was previously employed at Mine Super. He has also worked at Perpetual as an ...

Acadian hires from Macquarie

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
... 2020 by boosting its local leadership team with the addition of a Colonial First State executive manager. Former CFS executive manager of deposits and investment products Mark Mukundan joined the $140 billion quantitative firm's Australian office ...

Former CFS executive joins platform

JAMIE WILLIAMSON  |  MONDAY, 27 APR 2020
The former head of Wrap at Colonial First State has joined an ASX-listed platform provider. Powerwrap has confirmed the appointment of Sue Wallace as special projects lead on a contract basis. Wallace joined the platform last month, coming from CFS ...
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