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Showing 1 - 10 of 100+ results for "Professional Investment Services"

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.

Former adviser jailed, ASIC posts FY18 stats

KARREN VERGARA  |  THURSDAY, 1 NOV 2018
A former Professional Investment Services financial adviser has been jailed for dishonesty following an ASIC investigation. The former PIS financial adviser and representative Satvir Singh Birk was sentenced to two-and-a-half years' imprisonment ...

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
... Centrepoint flagging an increase in advice litigated claims was on the horizon for subsidiary Professional Investment Services (PIS), with the amount set to be $2 million more than anticipated.

Centrepoint bumps up advice litigation provision

KARREN VERGARA  |  MONDAY, 2 JUL 2018
... Alliance flagged an increase in advice litigated claims is on the horizon for its subsidiary Professional Investment Services (PIS), quantifying the amount to be $2 million more than anticipated. Following its reassessment of PIS' legacy claims ...

Former Charter adviser receives permanent ban

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... Charter Financial Planning, Poynter was an authorised representative of Centrepoint Wealth's Professional Investment Services for more than six years.

Centrepoint adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
A financial adviser licensed through Centrepoint Alliance's Professional Investment Services has been banned by ASIC for three years for incompetence. Ramana Rao of Metaplanners in South Australia was banned from providing financial services after it ...
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