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Showing 1 - 10 of 17 results for "Kate Anderson"

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... her career. In her new role, Cabrera will report to Centrepoint Alliance executive, advice services and solutions Kate Anderson. "We are delighted to welcome Farisha to Enzumo. Farisha has extensive experience in delivering market-leading advice technology ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... Andrew Inwood, saw IOOF chief advice officer Darren Whereat, Centrepoint Alliance group executive advice services Kate Anderson and Matrix Planning Solutions chief executive Alison Dummett discuss the biggest issues facing the industry. High on the agenda ...

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... responsible investing 'ESG' investment philosophy," Centrepoint Alliance group executive of advice services and solutions Kate Anderson said. Prior to IOOF, he worked at Challenger's multi-boutique business Fidante Partners and at Morgan Stanley in its ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... years, having both joined in late 2018. In a note, Centrepoint Alliance group executive advice services and solutions Kate Anderson said the decisions of Herold and Stamatopoulos were good career moves for each of them, "but a disappointing outcome for ...

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... across the industry," Benbow said. Joining Centrepoint Alliance as group executive, advice services and solutions is Kate Anderson, formerly head of business support at IOOF's Bridges. Anderson will lead the firm's end-to-end advice and business ...

IOOF names new tech services head

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... from within to appoint its new head of technical services. Martin Breckon has been named in the role, succeeding Kate Anderson who became head of business support for IOOF-owned dealer group Bridges Financial Services in December 2016. Breckon joined ...

IOOF shifts senior staff to lead Bridges

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... both taking on newly-created roles. Joining the Bridges leadership team in the role of head of business support is Kate Anderson, currently head of technical services at IOOF. Anderson has more than 15 years' experience in financial services, largely ...

IOOF appoints national technical manager

ALICE URIBE  |  THURSDAY, 14 AUG 2014
... appointed a new national manager, technical services. A long-term participant in the financial services industry Kate Anderson has joined IOOF from Super IQ, where she was the head of technical. In her role Anderson will be responsible for the management ...

Striking a balance on SMSF direct property

MICHAEL HOBBS  |  FRIDAY, 14 MAR 2008
... direct property in a SMSF must be continually revised to ensure it does not affect the post-retirement strategy, said Kate Anderson, Mariner Financial superannuation strategist. "If you have direct property in your SMSF, you've got to make sure you're ...

Govt extends tax exemptions for terminally ill

MICHAEL HOBBS  |  FRIDAY, 15 FEB 2008
... law, said the changes would relieve some of the financial stress that terminally ill people could be experiencing. Kate Anderson, head of technical services at Mariner Financial, said the proposed change would offer peace of mind for terminally ill people. ...
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