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Showing 1 - 10 of 72 results for "Former ANZ"

Former ANZ Australia head in new role

CHLOE WALKER  |  TUESDAY, 12 APR 2022
Fred Ohlsson has joined wealth management firm Amplifi Group as managing director. Ohlsson announced in December 2018 that he was taking a career break, stepping down from the role of group executive for Australia at ANZ. He left ANZ in 2019 and in ...

RI Advice slapped with $6m penalty

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... advice given by their advisers to make sure consumers are protected." Justice Moshinsky determined that RI Advice, a former ANZ subsidiary that is now owned by IOOF, did not have processes to identify when advisers were avoiding internal advice quality ...

Disqualified adviser convicted of managing company

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
A former ANZ and Commonwealth Bank financial adviser who defrauded clients $6 million has been convicted of managing a corporation while disqualified. Melinda Scott, who was banned from managing corporations for 25 years until 2 December 2037, set up ...

Tax incentive could boost affordable housing: ISA

ELIZABETH MCARTHUR  |  MONDAY, 27 SEP 2021
... super to buy a home hurt the retirement savings of young people, ISA pointed to research from economists - including former ANZ chief economist Saul Eslake - that shows handing cash to first home buyers does not promote home ownership. Rather, systemic ...

Goodments by Douugh now in Australia

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 JUN 2021
... now available in Australia, offering brokerage-free access to US stocks and ETFs. Goodments was founded in 2017 by former ANZ financial adviser Tom Culver and then-Leo Burnett advertising executive Emily Taylor and backed by H2 Ventures. That same year ...

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... for Adelaide. Sonya Brocklehurst will also join Crestone. She was previously a senior private client manager at NAB. Former ANZ private banker James McBride is also joining Crestone, along with former Westpac Private associate director Nicholas Hamersley ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents. Lisa Lee, a Sydney-based former adviser, falsely witnessed binding nomination of beneficiary forms for ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... 100 employees. Sonya Brocklehurst will also join Crestone. She was previously a senior private client manager at NAB. Former ANZ private banker James McBride is also joining Crestone, along with former Westpac Private associate director Nicholas Hamersley ...

SuperFriend appoints chair

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
The workplace mental health and wellbeing organisation has appointed a former ANZ executive as chair, taking over from David Atkin. Elizabeth Proust has over 30 years' experience in leadership roles and spent eight years at ANZ including four years ...

Chant West hires distribution head

KARREN VERGARA  |  WEDNESDAY, 3 FEB 2021
Chant West has appointed a former ANZ and BT Financial Group executive to expand its institutional sales footprint. Don Sillar has been named the new head of institutional sales, the research house announced. He replaces Geoff Peck, who previously led ...
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