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Showing 1 - 5 of 5 results for "St George Financial Planning"

MLC GM joins dealer group

ELIZABETH MCARTHUR  |  TUESDAY, 20 APR 2021
... spent over eight years at MLC. Prior to that, she was head of advice distribution and strategy for St George Financial Planning at BT. Wealth Market chief executive Matt Lawler and chair Greg Miller also held executive positions at MLC in the past. "We ...

Westpac obscured bad adviser reference check

KARREN VERGARA  |  FRIDAY, 20 APR 2018
... with another licensee he was joining. Smith commenced as a financial adviser with Westpac subsidiary St George Financial Planning in May 2007. He displayed inappropriate conduct on several occasions that warranted a number of audits and warnings until ...

RECAP: Advice in the Royal Commission spotlight (Day 4 and 5)

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... give Dover a reference check on an adviser who was audited several times during his eight years at St George Financial Planning. Dover currently employs the adviser. Wright thinks insurance should still be excluded from potential grandfathering rule ...

Macq appoints new COIN head

ELISE BURGESS  |  WEDNESDAY, 14 SEP 2011
... director. Pitman's prior experience includes manager of strategy third part for retail business at St George Financial Planning, roles for consulting firm Accenture and HR consultanting specialising in organisational design.

St George names new planning heads in strategy push

ELISE BURGESS  |  TUESDAY, 9 AUG 2011
... its multi-brand strategy push, announcing new roles for planning heads for Bank of Melbourne and St George Financial Planning, as the group builds its advice full-service offer to Victorian customers. The St.George Banking Group advice channel, which ...
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