Search ResultsShowing 1 - 10 of 18 results for "Manly"
Fraudulent adviser cops ban, jail time
ELIZABETH MCARTHUR  |  FRIDAY, 24 JAN 2020
... $562,000 of client funds received for the "hotel" and used some of those funds to purchase a house in the Sydney suburb of Manly. "Mr Ellis was a trusted financial adviser and accountant, who misled his clients and misused their funds for the benefit ...
Local fintech investment soars
KARREN VERGARA  |  TUESDAY, 26 FEB 2019
... Fintech report showed Australian-based Avoka and its sale to Temenos ranked sixth among the top 10 fintech deals in Asia. Manly-based Avoka, which helps financial institutions digitally transform customer acquisition and on-boarding, was acquired by ...
Fund managers must offer genuine partnerships
MARK SMITH  |  WEDNESDAY, 14 SEP 2016
... has the buy-in of chief executive Tim Carver who agreed to come on board with Jain over a handshake when the two met in Manly in March to discuss what they thought a funds management business should look like. Both men are currently in Australia to meet ...
Futuro makes five key appointments
ALEX BURKE  |  FRIDAY, 23 OCT 2015
Futuro has appointed four new planners and a client service coordinator across its aligned practices. Manly Financial Services in Sydney has appointed a senior strategy and research adviser, Brisbane-based iPlan has hired a planner, and Stablewealth ...
Executive appointment round-up
DARREN SNYDER  |  MONDAY, 27 JUL 2015
... following his promotion to the financial services business leader position. Perpetual, TAL advisers join independent firm - Manly Financial Services has appointed former Perpetual Private risk adviser Scott Anderson and TAL national manager of value ...
Independent dealers in M&A mode
ALEX BURKE  |  MONDAY, 27 JUL 2015
... CBA-aligned practices, Eureka Whittaker Macnaught and Lifestyle Financial Planning Services. Similarly, Sydney advice practice Manly Financial Services (MFS) has acquired two advisers formerly with Perpetual Private and TAL, and since rebranding itself ...
Perpetual, TAL advisers join independent firm
LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
A non-aligned Sydney advice firm has hired two financial advisers who were previously at Perpetual Private and TAL. Manly Financial Services (MFS) is aiming to maintain the current client growth of 30%, following the purchase of Augeo Wealth Management ...
Market Wrap
AAP  |  WEDNESDAY, 6 NOV 2013
... the past five trading sessions, following losses in the US and Europe overnight. "The market is down a touch and that's manly due to the fact that global markets didn't do particularly well last night," he said. The falls came after the European Union ...
Vale Aberdeen's Wallace and McMenigall
ALICE URIBE  |  WEDNESDAY, 24 JUL 2013
... said he had taken out Australian citizenship and returned regularly to Australia where he had also been a volunteer at the Manly Surf Lifesaving Club. Wallace, who was married, joined the company in 2000 after graduating from Cambridge University. McMenigall ...
Macquarie Private expands adviser team
MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
... senior private wealth manager from Morgan Stanley Smith Barney while Joel Wright and Tony Gaudry have joined the teams in Manly and Canberra respectively in the same capacity. Wright is also ex-Morgan Stanley Smith Barney while Gaudry is moving over ...
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