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Showing 1 - 10 of 48 results for "State Super Financial Services"

Former super fund adviser receives permanent ban

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... Group, for about three years. Between February 2016 and February 2018, he was licensed by First State Super Financial Services, having transferred there after a year with VicSuper. Dzawo was found to not be a fit and proper person to provide financial ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... recently held the role head of wealth customer resolution. Before that, she spent over three years at State Super Financial Services (StatePlus) as its head of client administration and registry services. DASH said Russo's extensive experience in the ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... roles over the years. Before the FPA, Marshan was a financial planner and advice support manager at State Super Financial Services (StatePlus) and worked as a lecturer at the University of Western Sydney. He also worked at KPMG as an associate director ...

ASIC takes action against BTFM, Asgard, StatePlus

JAMIE WILLIAMSON  |  THURSDAY, 20 AUG 2020
... apologises for the errors. Elsewhere, the regulator also commenced civil penalty proceedings against State Super Financial Services Australia Limited, or StatePlus, for charging at least 36,592 members fees for advice that was never provided. ASIC alleges ...

Most complained about super funds revealed

JAMIE WILLIAMSON  |  FRIDAY, 7 FEB 2020
... members. EISS received the most complaints per 100,000 members. This was followed by Mercy Super, State Super Financial Services Australia (known as StatePlus), Mercer Super Trust and Media Super. AMP comes in at sixth, while the rest of the top 10 includes ...

Integration of super advice business completes

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... completed by the end of this calendar year, within ASIC's allowable timelines." The StatePlus AFSL, State Super Financial Services, had 267 registered financial advisers on the ASIC FAR at the start of November. From last week, 220 of those advisers ...

Royal Commission challenges super regulators

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... pricing structure was introduced. In 2016, the trustee of First State Superannuation Scheme acquired State Super Financial Services Australia Limited - the trustee of StatePlus Super. Following a review of StatePlus' business practices, Hodge said ...

Fees for no service remediation passes $250 million

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... service failings include Bendigo Financial Planning, Police Financial Services (trading as BankVic), State Super Financial Services (trading as StatePlus), and Yellow Brick Road Wealth Management. These licensees have paid or offered $37.3 million in ...

Royal Commission revisits fees for no service

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... that related to an acquisition. In 2016, the trustee of First State Superannuation Scheme acquired State Super Financial Services Australia Limited - the trustee of StatePlus Super. Following a review of StatePlus' business practices, Hodge said ...

Lazard chief executive steps down

ALEX BURKE  |  FRIDAY, 2 FEB 2018
... surveillance analyst at NASDAQ in 1987. He was also director, head of international equities at State Super Financial Services (now StatePlus) and head of research at van Eyk. During his time at Lazard, Prugue stepped in and out of the chief executive ...
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