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Showing 1 - 10 of 17 results for "Connelly"

UBS Global Wealth Management wins mandate

KARREN VERGARA | WEDNESDAY, 29 APR 2026

... Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership with UBS has built on more than a decade of trust and shared commitment to impact. "Their ...

Blockchain mining companies sued by ASIC

ANDREW MCKEAN | MONDAY, 15 APR 2024

... obligations in order to protect consumers," ASIC chair Joe Longo said. The Federal Court last week appointed Anthony Connelly, Kathy Sozou, and Jamie Harris of McGrathNicol as receivers over the digital currency assets of the NGS companies and of Mendham ...

Global Merces MD cops ASIC ban

KARREN VERGARA | MONDAY, 31 MAY 2021

... the fund's AFSL for six months and a few weeks later, the Federal Court ordered Global Merces be wound up. Anthony Connelly and Michael Hill, who are partners at advisory firm McGrathNicol, were appointed as liquidators of Global Merces on 5 February ...

GQG Partners adds to team

ANNABELLE DICKSON | MONDAY, 10 MAY 2021

... Margaret Connolly has joined as RFP writer from Aberdeen Standard Investments where she spent seven years as an RFP manager. Connelly spent over five years as a bid manager for Dell in the UK and is accredited by the Association of Proposal Management ...

Perks names investment chair

ANNABELLE DICKSON | TUESDAY, 20 APR 2021

... his services represents a key strategic step for Perks Private Wealth." The appointment comes after Perks promoted Nick Connelly to director from associate director last year. Perks is South Australia's largest privately-owned accounting and wealth advisory ...

Admin fees could balloon from BFID

KARREN VERGARA | TUESDAY, 16 MAR 2021

... legislation. Following conversations with Treasury, the Australian Council of Trade Unions assistant secretary Scott Connelly said department officials have confirmed that dividend payments are not included in the best financial interests test and are ...

Perks appoints new director

JAMIE WILLIAMSON | MONDAY, 14 SEP 2020

Wealth management firm Perks has appointed a new director to its private wealth division. Nick Connelly has been promoted to the role, having been with Perks since 2008. He was appointed associate director last year. "During his time at Perks, he has ...

Global asset manager launches new fund

ELIZA BAVIN | MONDAY, 11 MAY 2020

... managed by London-based Australian portfolio manager Michael Della Vedova and Baltimore-based portfolio managers Michael Connelly and Sammy Muaddi. The team benefits from the strength of T. Rowe's equity division and draws on a team of more than 300 ...

NSW adviser banned for 25 years

KANIKA SOOD | TUESDAY, 22 JAN 2019

... Wealth Pty Ltd and Combined Financial Solutions Pty Ltd have been wound up by the court and it has appointed Anthony Connelly of McGrath Nicol as liquidator. The Court also found that: CFS Private Wealth failed to lodge its financial report with ASIC ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR | WEDNESDAY, 10 OCT 2018

Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness." Connelly compared picking an adviser to selections ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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