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Showing 1 - 10 of 120 results for "Securitor"

Vital Business Partners names chief executive

MATTHEW WAI | WEDNESDAY, 20 MAY 2026

... group into its next phase of growth, effective June 1. Prior to Godfrey Pembroke, Fisher was the managing director of Securitor, and held senior roles at BT Financial Group, Westpac and Macquarie Group previously. As chief executive, Fisher will support ...

Story Wealth co-founder joins Kearney

KARREN VERGARA | FRIDAY, 6 SEP 2024

... the country and I cannot wait to see what we create together." Graham previously was an authorised representative of Securitor Wealth for more than 18 years. She has held board roles at Securitor Financial Group's National Advisory Council, Deakin University ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA | THURSDAY, 22 JUN 2023

... Commonwealth Financial Planning (53), Charter Financial Planning (43), Bridges Financial Services (18), Financial Wisdom (16), Securitor Financial Group (15), Interprac Financial Planning (11), also received a high number of complaints. RI Advice Group ...

Six cases brought against Westpac now finalised

JAMIE WILLIAMSON | FRIDAY, 22 APR 2022

... banned. This impacted just shy of 10,000 members. Another of the cases involved inadequate fee disclosure by the Westpac, Securitor and Magnitude licensees regarding the ongoing charging of contribution fees. Over eight years it's estimated at least ...

NAB tops bad advice compensation bill

KARREN VERGARA | TUESDAY, 15 FEB 2022

... compensation liability. Coming in second place, Westpac's compensation bill came to $953.3 million. Magnitude Group, Securitor Financial Group, and other Westpac-employed advisers are due to fully remediate customers by the end of March. AMP's ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON | TUESDAY, 30 NOV 2021

... million to about 8000 members. Also on advice, ASIC alleges that Westpac's former licensee groups BT Financial Advice, Securitor Financial Group and Magnitude Group charged ongoing contribution fees for financial advice without adequate fee disclosure ...

Fortnum hires engagement and growth leads

KARREN VERGARA | THURSDAY, 25 NOV 2021

... the former practice manager at Steel City Financial Planning. Prior to this, Ramsey held practice development roles at Securitor Financial Group, AMP Financial Planning and Lonsdale Financial Group. They both report to the head of practice engagement ...

Westpac in fresh $87m remediation program

KARREN VERGARA | FRIDAY, 2 JUL 2021

... corporate action notifications fell through the cracks between 2005 and 2019. The Westpac subsidiaries affected are Securitor Financial Group, Magnitude Group and Westpac Banking Corporation (known as BT Financial Advice). These businesses ceased providing ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR | MONDAY, 8 FEB 2021

... dealer group was shuttered by IOOF. Earlier in his career he was a practice development manager at BT owned dealer group Securitor. Ng joins from platform provider Xplore Wealth where she was state distribution manager for the firm's managed discretionary ...

Count Financial faces class action

ANNABELLE DICKSON | FRIDAY, 4 SEP 2020

... from AMP Financial Planning, Charter Financial Planning and Hillross Financial Services and from Westpac, Westpac Bank, Securitor Financial Group and Magnitude Group. "Each of these institutions owed specific obligations to their customer designed to ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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