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Showing 1 - 10 of 10 results for "Philippa Sheehan"

MyPlanner inks deal with tech provider

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
... businesses to automate their workflows and foster client relationships, according to MyPlanner managing director Philippa Sheehan. "A robust yet flexible platform provides our network of advisers the seamless solution they need to better service their ...

Fight for workplace equality and diversity far from over

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... Equality Agency advice and reporting executive manager Vanessa Paterson, My Planner Australia managing director Philippa Sheehan, Stanford Brown chief executive Jonathan Hoyle, BT senior marketing specialist, customer communications and Stella Network ...

MyPlanner streamlines back-office for 175 advisers

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
... services" such as product disclosure statement ordering. Commenting on the launch, MyPlanner managing director Philippa Sheehan said: "Financial planners and accountants should be focused on delivering objectives-based advice to their clients, which ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... compliance headache associated with inexperienced advisers trying to manage portfolios," MyPlanner managing director Philippa Sheehan said. "This process has demonstrated that we don't need to solely rely on big brand fund managers because there are ...

Botte replaces Sheehan as My Adviser managing director

MARK SMITH  |  THURSDAY, 3 JUL 2014
... Advisers chief executive Joe Botte has been appointed managing director of My Adviser following the resignation of Philippa Sheehan after almost 10 years with the company. The changes at the two IOOF-owned firms were confirmed by a spokesperson for the ...

Advisers must change mindset in face of FoFA

MARK SMITH  |  MONDAY, 19 NOV 2012
... mindset from one of selling products to that of providing a quality service for consumers, according to MyAdivser's Philippa Sheehan. With just over eight months to go until the government's sweeping reforms aimed at improving confidence in the industry ...

My Adviser offers accountants licensing package

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
... superannuation. "The accountants licensing package we have developed will go beyond existing legislative exemption," said Philippa Sheehan, managing director of My Adviser. Sheehan said it offers accountants Professional Indemnity Insurance and that ...

Plan B continues eastern state expansion

ELISE BURGESS  |  FRIDAY, 24 FEB 2012
... My Adviser network, taking Plan B's shareholding in the My Adviser business to 93%. The final 7% remains with Philippa Sheehan, My Adviser managing director, but should pass to Plan B in the future. My Adviser has performed well over recent times, adding ...

Planners must return to strategy

ELISE BURGESS  |  MONDAY, 6 FEB 2012
... "unnecessary noise" flooding the industry, with licensees also urged to better support planners through strategy tools. Philippa Sheehan, managing director of adviser group My Adviser, told delegates at a Financial Planning Association event the advice ...

My Adviser takeover brings new managing director

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
Financial planning dealership My Adviser has named Philippa Sheehan as its new managing director in a generational change prompted by the friendly takeover by Plan B. Current managing director, Michael Summers, said he would withdraw from the role as ...
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Editor's Choice

Keystone Asset Management to be wound up

JAMIE WILLIAMSON  |   12:46PM
Keystone Asset Management will be liquidated, as ASIC investigates exactly what's happened to funds invested in the Shield Master Fund.

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN  |   12:38PM
Alan Oster will retire from NAB after 32 years in the chief economist role, with Sally Auld set to replace him - creating another open position at JBWere.

Praemium partners to bring structured products to HNWIs

MATTHEW WAI  |   12:12PM
Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients.

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN  |   12:20PM
The global asset manager's private credit income fund will now be available to Australian wholesale investors.

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