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Showing 1 - 10 of 38 results for "Holt"

ASIC suspends RE licence

KARREN VERGARA  |  MONDAY, 8 FEB 2021
... is led by chief executive Glenn Griffin, director of funds adviser and funds developer Charles Turner Morris, and Rodney Holt. While its licence is suspended, ASIC said IEL cannot issue new interests in the two funds and is forbidden to grant any further ...

Record number of tax evasion reports

ELIZABETH MCARTHUR  |  FRIDAY, 21 JUN 2019
... and inadequate or no super paid and overstating expenses were the next most common tip offs. Assistant commissioner Peter Holt said the upward trend in the volume of referrals about people suspected of participating in the black economy could suggest ...

MetLife revamps relationship management and underwriting teams

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... NSW and ACT prior to joining MetLife. Also from AIA Australia, White worked as a senior client development manager. Richard Holt is the head of service delivery, responsible for MetLife's retail service proposition, supporting advisers and other intermediaries ...

Alpha Fund Managers awards income mandate

JAMIE WILLIAMSON  |  MONDAY, 18 DEC 2017
... consistent outperformance," Alpha portfolio manager, Julien Brodie said. Blue Quay founder and executive director Patrick Holt said the fund manager is appreciative of the opportunity provided by Alpha. "The structured credit market in Australia is growing ...

Mercer assists super fund members experiencing domestic violence

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... for women in Australia and costing the economy over $14 billion per year, Mercer Pacific's chief customer officer Campbell Holt said 40% of the phone calls received were from female members and the superannuation industry has a responsibility to help. ...

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... out of Decimal's digital advice technology Eqilize to more than two million clients. Mercer chief customer officer Cambell Holt said digital advice not only means members can be better prepared for their retirement, it also leads to more-engaged members. ...

Mercer partners for robo-advice

JAMIE WILLIAMSON  |  TUESDAY, 14 FEB 2017
... software as they please and to configure and scale the solution as needed over time. Mercer chief customer officer Cambell Holt said that the need to use technology as a means of engaging members and providing financial advice to those who don't currently ...

Mercer undergoes global restructure

ALEX BURKE  |  TUESDAY, 10 JAN 2017
... nothing to do with said acquisition. There was already evidence of the restructure at a local level in December, when Cambell Holt was appointed the new chief customer officer after his predecessor, Renee McGowan, relocated to New York to become Mercer's ...

Mercer appoints chief customer officer

ALEX BURKE  |  THURSDAY, 22 DEC 2016
Mercer appointed a new chief customer officer after the incumbent moved to a global role. Cambell Holt was previously consumer marketing leader, Pacific at Mercer before taking on his new position this month. He joined Mercer in 2014 from ANZ, where ...

Centrepoint partners to enhance underwriting processes

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2016
Centrepoint Alliance has teamed up with a medical services provider to improve the underwriting process for clients and advisers. The dealer group has joined forces with Health Predictions to launch a new initiative, Centrepoint Healthscreen, to offer ...
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