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Showing 1 - 10 of 61 results for "Marshall"

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... expertise and strategic vision will be instrumental in driving IAM's growth trajectory," Lechte added. Finally, Lachlan Marshall has come aboard to replace Henry as head of operations, reporting to Coleman. Marshall held a similar role at FIIG for ...

MA Financial boosts fund with $20m acquisition

CASSANDRA BALDINI  |  TUESDAY, 3 OCT 2023
... year. The group purchased the two new marinas from Marprop Real Estate Investors founder and managing director James Marshall. The close-ended fund offers exposure to Australia's largest marina networks across the eastern seaboard, MA Financial said. ...

ASIC bans married duo from providing financial services

ANDREW MCKEAN  |  FRIDAY, 11 NOV 2022
ASIC has banned former financial adviser Richard Thomas Marshall from providing financial services for six years, and his wife Gwenda Jean Marshall for three years for operating unlicensed and removing money from a deceased client's account. An ASIC ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... eighth time Verante Financial Planning's Liam Shorte has been on the list, while both Evalesco Financial Services' Marshall Brentnall and Ethinvest's David Rae have both featured seven times. Meanwhile, thirty-eight per cent of the Power50 ...

Kate Farrar's top tips when merging

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2022
Appearing as part of a panel at this year's Conference of Major Super Funds, Brighter Super chief executive Kate Farrar explained the process her team went through in merging with Energy Super, sharing the things she thinks they got right. Brighter ...

Multi-family office adds lead regional role

JAMIE WILLIAMSON  |  THURSDAY, 30 SEP 2021
... portion of which has been spent specialising in family office investing. He has previously held senior roles with Cone Marshall, Amicorp Group and Macquarie. His appointment comes as the group looks to take advantage of significant opportunities it sees ...

Australian Ethical makes strategic investment

ELIZABETH MCARTHUR  |  MONDAY, 20 SEP 2021
... some of tomorrow's most innovative initiatives and help create a better future for people, planet, and animals." Larry Marshall, chief executive of the CSIRO, also welcomed the new partnership - which will grow the impact of the CSIRO Innovation Fund ...

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
... acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm. Evalesco, led by Marshall Brentnall, Jeff Thurecht and Jules Knox, has taken on Noall & Co's client base and appointed Bineham as a financial ...

Hostplus, HNWs back CSIRO fund

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... investments in great companies that have spun out of CSIRO and disrupted markets [...]," CSIRO chief executive Larry Marshall said. Mutual Trust head of wealth Jono Gourlay also added that many of the firm's wealth clients are looking for investments ...

New trading platform to launch

KARREN VERGARA  |  TUESDAY, 2 FEB 2021
... portfolio manager of private markets at Atrium Investment Management, previously worked with Walkom at family office Marshall Investments. The two eventually brought in Smith to provide technical know-how. The platform ramped up testing in August of ...
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