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Showing 1 - 10 of 20 results for "Darren Whereat"

IOOF completes merger, appoints executives

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... million to $80 million of the estimated $150 million in cost synergies by the end of FY22. IOOF chief advice officer Darren Whereat said securing the 406 advisers to come across to IOOF was a success. He said this was 84% of the advisers IOOF had targeted ...

Research reveals true value of advice

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... (84%) advised clients say the value of advice outweighs the costs," the report found. IOOF chief advice officer Darren Whereat said: "Australian financial services licensees must commit to supporting and helping advisers deliver advice to clients in ...

IOOF ups costs for self-employed advisers

ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
... focus the business on three key pillars in the advice space. Speaking to investors today, IOOF chief advice officer Darren Whereat said the focus for the group is ensuring the self-licensed segment of the business is breaking-even before it aims for ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... coming years. The panel, facilitated by CoreData founder and principal Andrew Inwood, saw IOOF chief advice officer Darren Whereat, Centrepoint Alliance group executive advice services Kate Anderson and Matrix Planning Solutions chief executive Alison ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... continue to innovate in the space and build new advice delivery methods." Also commenting, IOOF chief advice officer Darren Whereat said the changes mark the next chapter in the advice business, focused on enhancing client engagement, increasing efficiency ...

IOOF restructures leadership team

HARRISON WORLEY  |  MONDAY, 2 MAR 2020
... distribution Mark Oliver has been promoted to chief distribution officer, while the firm's general manager of advice Darren Whereat will take up a newly created role as chief advice officer. IOOF group general manager of client and process Frank Lombardo ...

RI Advice faces ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... advising some 700 existing clients while suspended. During the Royal Commission, ANZ general manager of advice Darren Whereat testified that he did not know why action was not taken sooner and that it was a mistake to have allowed him to continue advising ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... used by advisers when necessary and we are confident it is not onerous." General manager of advice at MLC Advice, Darren Whereat said: "We remain supportive of an APL that ensures advisers have access to a wide range of insurers, allowing them to meet ...

IOOF expands advice team

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2019
... financial services sector having previously held positions at MCL, ME Bank and AMP. General manager of advice, Darren Whereat said the role has been created to create a more efficient advice business. "This continues the building of our capabilities ...

IOOF appoints head of advice governance

HARRISON WORLEY  |  FRIDAY, 5 APR 2019
... Earlier he spent three years at ING as chief financial officer in its RI Advice group. IOOF advice general manager Darren Whereat said Flynn would add much to the firm's advice business. "We're very excited to have David join the team," he said. ...
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