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Showing 1 - 10 of 133 results for "Professional Investment Services"

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.

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.
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