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Showing 1 - 10 of 186 results for "Head of Advice"

Digital advice now available for Future Super members

MATTHEW WAI  |  FRIDAY, 22 MAY 2026
... sustainable retirement, while also considering their individual circumstances and goals," Singappuli said. Midwinter head of advice products Michelle Lusty said the partnership reflected a shared focus on improving retirement outcomes and putting members ...

JBWere makes senior advice hires

STAFF WRITER  |  WEDNESDAY, 15 APR 2026
JBWere has named an executive, advice and head of advice for NSW/ACT. Daniel Walsh has been appointed executive, advice at JBWere following several years in Morgan Stanley's wealth management division as an executive director and NSW state manager. ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... financial protection strategies, helping to deliver better long-term outcomes." Last year, Integro appointed a head of advice to support and explore opportunities for its East Coast expansion.

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
Integro has appointed a new head of advice for the East Coast, as the Perth-based firm surpasses $1 billion in funds under advice. Adam McRedmond is tasked with growing the firm both organically and through acquisition across New South Wales, Queensland ...

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
... Nicholls is the chief operating officer, while Jessica Brady acts as general manager. Nicholls was most recently the head of advice at Wilsons and prior to that worked at Morgan Stanley for more than 15 years, appointed to senior roles that included ...

Most read in 2025: Executive appointments

ELIZA BAVIN  |  TUESDAY, 23 DEC 2025
... overseeing its investment strategy design and performance. Team Super names retirement chief Former Aware Super head of advice Sarah Forman was appointed chief retirement officer at Team Super ahead of its merger with TWUSUPER to create a $21 billion ...

Rainmaker's John Dyall to retire

STAFF WRITERS  |  THURSDAY, 27 NOV 2025
... conducting asset class and manager research for major superannuation funds. He then joined AMP Financial Services as head of advice research, formerly AXA. For over 12 years, he led a team that supported more than 1000 financial advisers across multiple ...

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
... advice, governance and senior leadership roles throughout the financial services sector. Most recently she was head of advice delivery at AIA Financial Wellbeing. She has also held roles at Commonwealth Bank, Crowe Horwath, Westpac and Barclays. Godfrey's ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
Integro Private Wealth has appointed Glen Mesch as head of advice and growth, as it scales its national presence by accelerating growth on the east coast. In the role, Mesch will head the expansion of Integro's professional partner network across the ...
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