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Showing 1 - 2 of 2 results for "FirstNet Adviser"

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
... role of senior product owner, adviser at Colonial First State, developing and overseeing initiatives for its FirstNet Adviser platform. Aequitas said she will work closely with joint chief investment officers Rowan Stewart and David Berthon-Jones to ...

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Colonial First State has introduced a new same day Record of Advice (RoA) generation functionality to FirstNet Adviser, allowing advisers to generate an RoA in as little as 30 minutes. The added functionality comes six months after CFS first launched ...
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