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Showing 1 - 10 of 146 results for "NAB Wealth"

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... firm in August 2023 as a senior investment consultant and has also held strategy roles with MLC Asset Management and NAB Wealth and was a research manager at ANZ. Genium will also soon hire a senior investment consultant, a business development manager ...

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... role. It will be a return of sorts for Hartley, who has previously worked in corporate and institutional wealth at MLC/NAB Wealth, which is now part of Insignia. Hartley was most recently chief executive of AMP's short-lived Australian Wealth Management ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... with Leo Mauceri joining as a senior investment consultant. Mauceri has held senior roles with MLC Asset Management, NAB Wealth, ANZ Wealth and BT Financial Group. The article first appeared in Industry Moves.

AMP restructures wealth management, chief exits

KARREN VERGARA  |  MONDAY, 29 MAY 2023
... Sunsuper from 2014 to 2019. Before Sunsuper, he was the executive general manager of corporate and institutional wealth at NAB Wealth from 2009 to 2013; his responsibilities included leading Plum Financial Services and Jana Investment Advisors. Also ...

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
Mason Stevens has added a head of platform and head of technology to its team. Vien Luong and Tracy Southern have both joined the Mason Stevens team, Luong from KCA Business Consulting and Southern from FNZ Group. Luong has worked with Mason Stevens ...

HUB24 appoints first chief growth officer

CHLOE WALKER  |  FRIDAY, 25 MAR 2022
... the years she has served as head of sales strategy at ANZ OnePath, was a state manager and head of lead generation at NAB Wealth, and working in corporate superannuation at MLC. HUB24's chief executive and managing director Andrew Alcock welcomed Stafford ...

New appointments to FSC board

CHLOE WALKER  |  FRIDAY, 10 DEC 2021
... year, Hartley was the chief executive of Sunsuper between 2014 and 2019 and spent 15 years in executive roles with MLC/NAB Wealth. Taylor brings more than 20 years' experience in corporate affairs, sustainability and strategy across a range of industries ...

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
... superannuation, financial planning, investment management and retirement sectors. He was previously the head of retirement at NAB Wealth and JANA, national manager of retirement at Colonial First State, and head of wealth management for Australia and ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... of NAB's Meritum Financial Group for over three years and prior to that was the manager of business growth for NAB Wealth. NAB merged Meritum together with Garvan and Apogee in May 2020 under the umbrella of TenFifty Financial Group. Before NAB ...

New AMP Australia chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 11 DEC 2020
... executive of Sunsuper from 2014 to 2019. Prior to that, he led the corporate and institutional wealth business at MLC/NAB Wealth, including leading subsidiaries Plum Financial Services and Jana Investment Advisers. During Hartley's time at Sunsuper ...
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