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Search ResultsShowing 1 - 10 of 39 results for "IOOF Group"
IOOF restructures leadership team
HARRISON WORLEY  |  MONDAY, 2 MAR 2020
... while the firm's general manager of advice Darren Whereat will take up a newly created role as chief advice officer. IOOF group general manager of client and process Frank Lombardo will join Oliver and Whereat in the wealth manager's executive leadership ...
Long-time IOOF director steps down
HARRISON WORLEY  |  WEDNESDAY, 19 FEB 2020
... structures and approaches," an IOOF statement read. "Jane retires from the IOOF board with the best wishes of the IOOF group staff and directors. "The board would like to take this opportunity to thank Ms Harvey for her valuable and substantial contribution ...
IOOF, ANZ transaction gets green light
ELIZA BAVIN  |  TUESDAY, 10 DEC 2019
... IOOF's RSE licensees, now including OnePath and Oasis, with the necessary framework to operate independently within the IOOF group," APRA said. "They also enhance the RSE licensees' ability to comply with their fiduciary obligations, including to always ...
APRA considers appeal in IOOF case
ELIZA BAVIN  |  MONDAY, 23 SEP 2019
... IOOF's organisations structure and governance, including the role and independence of the trustee board within the IOOF Group," Rowell said. "APRA has seen significant improvement in the level of cooperation from IOOF since the case was launched." The ...
Managed accounts hit milestone
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... licensees. The average FUA per adviser has fallen from $40 million to $35 million in the last year. AMP Financial Planning, IOOF Group, Commonwealth Financial Planning, NAB and SMSF Advisers Network are the five largest advice licensees. IOOF is the ...
IOOF expands managed accounts offering
KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... strong FSP, one of the four licensed businesses IOOF acquired from ANZ, a transaction that was finalised this week. IOOF group general manager of wealth management Renato Mota said Kellett's 20 years of financial services experience made him ideal ...
IOOF appoints dealer group chief
HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
... strong FSP, one of the four licensed businesses IOOF acquired from ANZ; a transaction that was finalised this week. IOOF group general manager of wealth management Renato Mota said Kellett's 20 years of financial services experience made him ideal for ...
AET appoints new head of corporate trust
HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
... IOOF subsidiary from next week, having most recently led the relationship and transaction management team at AET. IOOF group general manager for corporate development Julie Orr was pleased with the appointment of the 17-year AET veteran. "I believe Yvonne's ...
IOOF partners with GROW Super
KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... points. The diversified wealth manager did not disclose the amount invested in the millennial-targeted super fund . IOOF group general manager of wealth management Renato Mota said: "We are pleased to be working with the team at GROW Super. They have ...
IOOF recruits former Australian Unity executive
JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
... standards team; the customer care and resolutions and data integrity teams; member services; and adviser administration. IOOF Group general manager, client and process Frank Lombardo said the organisation is pleased to have attracted someone of Andrews' ...
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