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Showing 1 - 10 of 11 results for "David Stephen"

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... regulatory changes aimed at making advice more affordable and accessible." Further, Invest Blue managing director David Stephen said the merger aids the group's goal to become the trusted home of great advice to over 60,000 clients in every major ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice firm plays a "key role" in developing the cloud-based platform. "Our ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... progress toward their life and financial goals in real-time and on the go," he said. Invest Blue managing director David Stephen explained the firm was considering developing its own in-house client engagement tool. "When we discovered Lumiant's ...

MLC Life Insurance welcomes new non-executive director

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
MLC Life Insurance has appointed David Stephen as an independent non-executive director on its MLC Limited board. Stephen will also serve as chair of the board risk committee, replacing Andy Cornish who after seven years is retiring. With over 35 years ...

AZ NGA, Blue Invest acquire VBP stake

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
... focus is on helping more advisory businesses and extending VBP's market position." Invest Blue chief executive David Stephen said the group was continuously on the lookout for profitable, growing businesses. "As one of VBP's largest, longest-standing ...

Westpac shuffles executives

ELIZABETH MCARTHUR  |  THURSDAY, 3 FEB 2022
... group executive - financial crime, compliance and conduct will be combined. This move has seen chief risk officer David Stephen decide to leave Westpac along with Les Vance who held the position of group executive - financial crime, compliance, and conduct. ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... provided excellent options and experience at a more competitive cost for their clients. Invest Blue chief executive David Stephen endorsed BT's ongoing implementation of the managed account solution, highlighting how BT worked with the Invest Blue team ...

New managed portfolio on MyNorth

ELIZA BAVIN  |  MONDAY, 14 SEP 2020
... effective portfolios, constructed and managed by a leading investment manager." Invest Blue's managing director David Stephen said: "The new portfolios strengthen Invest Blue's value proposition, providing clients with access to bespoke, high-quality ...

Westpac announces executive changes

ALLY SELBY  |  TUESDAY, 19 MAY 2020
... to increasing focus on financial crime, compliance and conduct, and will allow the bank's chief risk officer, David Stephen, to focus on financial risk management in the face of the COVID-19 pandemic. It comes as Westpac filed its defence in the ...

Former Kaz Capital adviser banned

ELIZABETH MCARTHUR  |  FRIDAY, 17 MAY 2019
A former Kaz Capital adviser has been banned by ASIC for six years. David Stephen Cornford has been banned from providing financial services for a period of six years following an ASIC investigation during which he was found to be buying and selling ...
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