Search ResultsShowing 1 - 10 of 44 results for "Financial Services Partners"
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 ...
HSBC quietly exits financial advice
KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... and four aligned dealer groups under the OnePath brand to IOOF Holdings. RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning comprising 717 aligned advisers and $19.5 billion in funds under advice will operate under the ...
Australian Unity creates IFA leadership role
JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... May, joining from ANZ where he was chief executive of its dealer group subsidiaries Millennium3 and Financial Services Partners. He replaced Steve Davis who departed Australian Unity in March.
ANZ dealer group chief departs
JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... executive of several ANZ-aligned advice dealer groups is joining Australian Unity. Millennium3 and Financial Services Partners chief executive Matt Brown has been appointed to lead Australian Unity's financial advice division. As executive general ...
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