|Search Results||Showing 1 - 10 of 18 results for "Manly"|
|... $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 ...|
|... 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 ...|
|... 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 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 ...|
|... 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 ...|
|... 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 ...|
|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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
Australia's superannuation sector is fighting a war on three different fronts, as the economic fallout of COVID-19 continues to bite.
Significant hikes in group insurance premiums have been put down to the Protecting Your Super reforms - with members of four superannuation funds facing premium increases of 34%.
APRA has asked superannuation funds to submit their in-house modelling on the magnitude of impact they are expecting from the Federal Government's special allowance for early release from superannuation.
Zenith Investment Partners wants to reverse out of its planned $12 million purchase of Chant West's superannuation business, saying the latter has been materially affected since February, but Chant West is digging its heels in.
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