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Showing 1 - 10 of 61 results for "MLC Advice"

Evidentia acquires practice management firm

ANGELIQUE MINAS | TUESDAY, 11 NOV 2025

... enters this position after an 18-year tenure with MLC, having initially joined as a practice development manager of MLC Advice Solutions in 2004, and becoming the general manager of Apogee in 2015. Prior to this role, Johnson served in several positions ...

UniSuper appoints chief advice officer

MATTHEW WAI | THURSDAY, 18 SEP 2025

... was the chief executive. Prior to that, Gregory held executive titles at various financial institutions, including MLC Advice, NAB, AMP, Hillross Financial Services, Quay Credit Union, and more. Congratulating Gregory, UniSuper chief executive Peter ...

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN | WEDNESDAY, 7 MAY 2025

... executed national roadshows to attract external advisers. Prior to AMP, Stout held transition and growth roles with MLC Advice/Insignia Financial and MLC Partnerships, where he led the integration of more than 400 advisers during the NAB divestment. ...

Bridges adviser base drops 20%

KARREN VERGARA | WEDNESDAY, 27 SEP 2023

... drop in adviser numbers last year. At the end of June 2022, Insignia slashed 30 adviser roles because of integrating MLC Advice and Bridges. "As reported in our recent market update last month - during the year, Insignia Financial undertook deliberate ...

Bridges can meet advice affordability gap: Mota

KARREN VERGARA | FRIDAY, 24 FEB 2023

... advice business was down 10% year on year to $103.7 million. This was partly because of consolidating Bridges with MLC Advice, as low fee-paying clients move off fixed-term services. "The reduction is mainly across the self-licensed and self-employed ...

AET divestment drives Insignia profit gain

JAMIE WILLIAMSON | THURSDAY, 23 FEB 2023

... the period. That said, net revenues were down almost 10% to $103.7 million following the integration of Bridges with MLC Advice. Over the six-month period the advice business was also impacted by $90 million paid in remediation, with the ANZ Advice fee ...

UniSuper appoints new head of advice

JAMIE WILLIAMSON | FRIDAY, 21 OCT 2022

... Melbourne-based Arrow Private Wealth. He had been in that role for about a year and was previously general manager of MLC Advice for over two years. He is also a former head of financial planning for AMP Financial Planning and Hillross. At UniSuper ...

Perpetual Private hires from MLC, MetLife

JAMIE WILLIAMSON | WEDNESDAY, 27 JUL 2022

... National Medical client segment. Brown brings close to two decades' experience, most recently as head of advice at MLC Advice. She has also held role with NAB and is a former financial adviser. Brown commenced in the role July 11. "Chemere is a great ...

Insignia Financial loses more advisers

CASSANDRA BALDINI | TUESDAY, 26 JUL 2022

... advisers had left bringing its current total to 1,600. It explained the drop was partly due to the integration of the MLC Advice and Bridges businesses and said that as of June 30 there were 1600 active financial advisers in its network. "As flagged ...

LGT Crestone hires head of sustainability

RACHEL ALEMBAKIS | FRIDAY, 15 JUL 2022

... wealth business. Prior to working at Perpetual, Amanda led the responsible investment and ESG research function for MLC Advice as a senior investment analyst and also worked in institutional business development at Pendal Group. "I am delighted to be ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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