Search Results | Showing 1 - 10 of 15 results for "Certe" |
| | | ... business development consultant after two years in the insurer's service consulting team. Before joining NEOS, Hom was at Certe Wealth Protection, and brings a background in paraplanning. Michael Stamos brings experience as a financial adviser to the ... |
| | | | MSC Trustees has acquired Certane Corporate Trust, the fund administration and corporate trustee business formerly owned by the now-defunct Sargon Capital. Following the transaction settlement on January 12, MSC Trustees now has some $30 billion in ... |
| | | | Certe has acquired Genesis Financial Partners with a vision to create a large, integrated professional services firm with over 20 staff and nine advisers. Under the deal the specialist insurance advisory firm has acquired 60% of Genesis upfront and ... |
| | | | Tidswell has surrendered its RSE licence to APRA, as it agrees to ASIC's allegations it contravened the Corporations Act in its work for startup super fund MobiSuper. In N ovember 2019, ASIC filed a case against MobiSuper, Andrew Richard Grover ... |
| | | | An $11.5 billion superannuation fund's chief executive will exit to lead a fintech, which is in the process of merging with the former Sargon Capital, now Certane Group. Mine Super chief Harry Mitchell will step down after nearly five years at the ... |
| | | | Equity Trustees has been appointed as the superannuation trustee of a $400 million master trust. The Aracon Superannuation Fund will use Equity Trustees Superannuation Limited as its independent trustee. Aracon is a master plan whose sub-plans include ... |
| | | | The House of Representatives Standing Committee on Economics has accused Future Super and Verve of misleading consumers who are unlikely to understand the funds' relationship to Diversa Trustees. During questioning, Liberal MP and committee chair ... |
| | | | IOOF yesterday said it won't be pursuing an offer to buy its retail trustee Australian Executor Trustee business. On August 31, IOOF said it had received an expression of interest for AET. "IOOF has considered the expression of interest and confirms ... |
| | | | Two Tidswell Master Super plans, Student Super and NEOS Super Plan, will move trustees on December 18. Diversa Trustees will be the trustee of each fund from that point on. Diversa is part of the same group as Tidswell. Tidswell, Diversa and CCSL were ... |
| | | | Spaceship Super is aiming to achieve better member outcomes with the appointment of a new trustee. Spaceship Super will replace Tidswell Financial Services with Diversa on December 18 in a bid to streamline the business and ultimately improve efficiency ... |
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