Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 51 results for "Financial Services Partners"

Westpac tops fee-for-no-service misconduct

KARREN VERGARA  |  THURSDAY, 5 AUG 2021
... of ANZ's aligned dealer groups (ADGs) comprising Millennium3 Financial Services, RI Advice and Financial Services Partners. IOOF will continue customer review and remediation for non-compliant advice in relation to the ADGs using the same independently ...

Iress hires head of product design

ANNABELLE DICKSON  |  WEDNESDAY, 9 JUN 2021
... will be based in Melbourne and will report to Das. Iress recently hired the former chief executive of Financial Services Partners at IOOF, Geoff Kellett, to the newly created position of head of commercial operations. He is responsible for helping to ...

Iress hires former dealer group chief

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
Iress has hired the former chief executive of Financial Services Partners at IOOF to a newly created senior role. Geoff Kellett has stepped into the position of head of commercial operations, a newly created role at Iress. He departed IOOF at the end ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... Australian Unity Financial Advice and head of business growth & strategic alliances at Millennium 3 and Financial Services Partners. Mantineo has also served as a business growth manager at ANZ Wealth and a senior practice development manager at Financial ...

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 ...
PAGE:
1
PREVIOUS
NEXT