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Showing 1 - 10 of 19 results for "Jigsaw"

HESTA hires growth executive

JAMIE WILLIAMSON  |  THURSDAY, 9 SEP 2021
... thereafter. Before leaving in 2017, he served as managing director, Charter Financial Planning, ipac Financial Planning, Jigsaw and SMSF Advice. Mitchell-Adams joins the HESTA leadership team as it implements its three-year strategy. "Tim brings a strong ...

Adviser sentenced to eight years' prison

ELIZABETH MCARTHUR  |  FRIDAY, 9 OCT 2020
... transferred about $1.1 million of clients' superannuation, pensions and personal savings. Dick was licensed by AMP's Jigsaw Advice Services from 2004-2012 before joining GWM Adviser Services for two years. From there, Dick joined Synchron where ...

Adviser guilty of misuse of client money

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... occurred over a period of more than 11 years, and began in March 2006 when Dick was working as an adviser for AMP's Jigsaw Support Services. In March 2012, Dick became an authorised representative of NAB's GWM Adviser Services, where he worked ...

Former AMP, Synchron adviser charged

HARRISON WORLEY  |  FRIDAY, 21 FEB 2020
... offences occurred over a period of more than 11 years, and began in March 2006 when Dick was working as an adviser for AMP's Jigsaw Support Services. In March 2012, Dick became an authorised representative of NAB's GWM Adviser Services, where he worked ...

ASIC bans former Charter, NAB adviser

KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
... cancelled, leaving them uninsured," the regulator said. O'Brien was licensed by AMP for close to eight years, first through Jigsaw Support Services and later Charter Financial Planning. He then moved to GWM Adviser Services in July 2016. O'Brien ...

Managing Director departs AMP-backed planning network

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... accountability in addition to the departures of former chief executive Craig Meller and chair Catherine Brenner. AMP added current Jigsaw and SMSF Advice managing director Chris Digby would expand his responsibilities to take the reins of Charter Financial ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... it is significant for advisers to re-explore the value they provide to clients and "why this crucial piece of the advice jigsaw is an art and not a science." "Today's insurance adviser must be anything from coach, counsellor and educator through to technical ...

Bennelong launches new fund, hires analyst

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
... and being able to recruit Josh, with his specialist expertise in the microcap space, now gives us the final piece in the jigsaw. We believe we have the right team to make a success of the new microcap fund," Beaumont added. Separately, Ausbil's former ...

AMP reshapes advice businesses, appoints MD

ALEX BURKE  |  FRIDAY, 31 MAR 2017
... director of Hillross; Neil Swindells as managing director, Charter; Chris Digby as managing director of SMSF advice and Jigsaw; and Dave Akers as director, channel strategy and services. Akers will oversee the new channel strategy and services team ...

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
... adviser. Lukas Zelka was an authorised representative of AMP-owned Genesys Wealth Advisers from 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial Planning, in 2012. ASIC's statement ...
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