Search Results | Showing 1 - 10 of 186 results for "Head of Advice" |
| | | ... 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 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. ... |
| | | | ... 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. |
| | | | 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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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