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Search ResultsShowing 1 - 10 of 47 results for "Financial Services Partners"
Dealer group chief executive departs
ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
... departed as part of the group's restructure after it acquired MLC Wealth. Geoff Kellett has departed Financial Services Partners after two years as chief executive, with IOOF moving towards shuttering the licensee and transitioning advisers to their ...
IOOF names licensee chiefs, acquires platform
JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... Financial Advisers and will be led by RI Advice chief executive Peter Ornsby. Ornsby will also lead Financial Services Partners until it is closed, as previously announced by IOOF this week . Terry Dillon will remain as chief executive of Shadforth Financial ...
IOOF posts profit, restructures business
ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... its Bridges business will be transformed into a fully salaried network, while it will also close its Financial Services Partners (FSP), along with EWM and Actuate licences. Chief executive Renato Mota said IOOF will support the transition of advice businesses ...
Adviser moves show industry upheaval
ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... ceased. Just 20 elected to join Bridges, Morgans picked up three, and Synchron picked up two as did Financial Services Partners. One went to Australian Unity Personal Finance, one to Industry Fund Services and one to VicSuper. Another AFSL, Smart Solutions ...
IOOF rejigs CRO role, appoints successor
KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... impact on licensee revenue". IOOF took full legal ownership of dealer groups RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning from ANZ on 1 October 2018. Mota added the ASX-listed firm recorded its "best quarter of inflows" ...
Outflows dent IOOF advice, funds businesses
KARREN VERGARA  |  MONDAY, 4 FEB 2019
... its four aligned dealer groups to IOOF - ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups - in October 2017. The sale of ANZ's pensions and investments business however ...
IOOF expands managed accounts offering
KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... built-in client review reminders, Oliver said. Last month, IOOF appointed a new chief executive of Financial Services Partners, following it's acquisition of the ANZ's aligned dealer group. IOOF veteran Geoff Kellett will lead the 140 adviser ...
IOOF appoints dealer group chief
HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
... Following its acquisition of ANZ's aligned dealer groups, IOOF has appointed a new chief executive of Financial Services Partners. IOOF veteran Geoff Kellett will lead the 140 adviser strong FSP, one of the four licensed businesses IOOF acquired from ...
Australian Unity expands investment bond offering
KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... May, joining from ANZ where he was chief executive of its dealer group subsidiaries Millennium3 and Financial Services Partners. Brown was head of advice development at Colonial First State and also held senior roles at Commonwealth Bank's Financial ...
AAT reduces former adviser's ban
HARRISON WORLEY  |  MONDAY, 23 JUL 2018
... December 2014 Williams created false certifications of his claimed qualifications, and provided them to Financial Services Partners, an ANZ subsidiary authorising Williams to provide financial advice. In handing down the revised ban, AAT deputy president ...
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