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Showing 1 - 10 of 135 results for "Professional Investment Services"

ASIC bans unlicensed WA adviser

ELIZA BAVIN  |  FRIDAY, 2 MAY 2025
... authorised representative of Great Southern Securities between 8 March 2004 and 21 October 2005, Professional Investment Services between 22 July 2009 and 7 April 2010, Jigsaw Support Services between 9 April 2010 and 2 August 2012, Charter Financial ...

FSCP deregisters adviser for two years

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
... Group between August 2011 and 10 February 2025. Prior to that, he was an adviser at APS Melb and Professional Investment Services. ASIC has flagged that it will crack down on bad SMSF advice, particularly where it relates to their set up. "We're ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... been with several licensees over the years, including Financial Wisdom for five months in 2011, Professional Investment Services for the year to December 2012, Custom Wealth Solutions Dealer Services for three months, AMP Financial Planning for six months ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... distribution roles with Sunsuper and Millennium 3. He has also previously served as head of life risk at Professional Investment Services and general manager of wealth management NZ and Queensland at ANZ. His promotion follows a joint roadshow he worked ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... business, she worked at AIA for nearly six years in client development roles, and worked at Westpac, Professional Investment Services and Bank SA. Her appointment follows the passing of former South Australia and Northern Territory state manager Chris ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
... manager, advice delivery. She has also held practice management roles with BT Financial Group and Professional Investment Services. Ross is recognised for her capacity to build strong relationships with advisers, her mentoring and leadership skills ...

Pinnacle distribution director exits

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
... distribution and then head of distribution. He has also previously held roles with Fidelity Investments, Professional Investment Services, Asgard Wealth Solutions and AMP. In a LinkedIn post, Dell described the decision to leave as "extremely difficult" ...

Licensee faces hefty remediation bill

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
... Prior to ClearView, Churchill was an authorised representative of Centrepoint Alliance's Professional Investment Services from 2003 to 2012. ClearView also began reviewing its advisers' personal insurance advice to determine if there was a systemic ...

Radar Results hires Queensland manager

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2019
... national manager. She also spent time at MLC as a business growth manager and was state manager for Professional Investment Services for seven years. Latest Radar Results insights show the valuation gap between high-quality financial advice practices ...

Former Gold Coast adviser banned

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... representative from 1 March 2015 until 5 June 2018. Earlier, he was an authorised representative of Professional Investment Services, from 11 April 2006 until 14 May 2010.
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