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Showing 1 - 9 of 9 results for "Neale"

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
... consistency available to participants, helping them succeed in a busy professional environment," Burgess said. Cutcher & Neale Accounting and Financial Services client adviser Roshan Roy was amongst the first to complete the new-look accreditation course ...

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
... by Peter O'Callaghan and Daniel Shine; Financial Design led by principal Helen Postle; and Your Wealth Life, led by Megan Neale. These acquisitions follow recent mergers with Cairns-based MTP Financial and Wealthmed, located on the Sunshine Coast. In ...

ISPT joins IFM Investors

ANDREW MCKEAN  |  MONDAY, 16 DEC 2024
... help drive IFM's growth strategy and enhance our offering to our clients," she said. IFM Investors chief executive David Neale added that combining capabilities, talent, and experience will create opportunities to further add value for clients and "accelerate ...

SMSFA recognises member achievements

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... in 2018, with Phi Nguyen of Curve Accountants recognised for his top score in the SMSF specialist adviser exam. Cutcher & Neale's Jace Pedonese was also recognised for his excellent exam results, after taking top spot in the SMSF specialist auditor exam. ...

Prepare now for MySuper revenue siege: MLC's Doust

MARK STORY  |  TUESDAY, 30 OCT 2012
Given that MySuper is a major game-changer in the way corporate super advisers earn a living, Neale Doust head of sales and relationship management at MLC Business Super suggests they invest sufficient time working how they'll survive once the brave ...

Solaris appoints insto inv specialist

LINDA HAUSKEN  |  WEDNESDAY, 5 SEP 2012
Australian equity fund manager, Solaris Investment Management has appointed Neale Goldston-Morris as investment specialist to represent the firm in the institutional investment market. Neal joins Solaris from Macquarie Securities where he held the role ...

Macq predicts SG to top 9pc

RUTH LIEW  |  WEDNESDAY, 16 APR 2008
... government that set the wheels of the present super regime turning in 1986, Macquarie Research Equities head strategist Neale Goldston-Morris said that a super guarantee contributions rise will likely be on the cards as the government moves to combat ...

RBC appoints Head of Risk Management and Compliance

RBC Global Services has appointed Neale Martin, formerly of Tower Australia, as Head of its Risk Management and Compliance Group. Neale will be responsible for overseeing all compliance and risk management policy matters for the company, which specialises ...

Credit Suisse asset allocation outlook downgraded

... the forthcoming retirement of Lindsay Gibson as head of balanced funds, effective June 30 2003. His replacement will be Neale Goldston-Morris. CSAM had approximately $2.8 billion in multi-sector funds under management at December 31 2002. Morningstar ...
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