Search ResultsShowing 1 - 10 of 13 results for "Steve Davis"
Former Australian Unity executive joins advice licensee
JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief commercial officer. Davis served nine years at Australian ...
Australian Unity creates IFA leadership role
JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... he was chief executive of its dealer group subsidiaries Millennium3 and Financial Services Partners. He replaced Steve Davis who departed Australian Unity in March.
Fintech expands with eight new appointments
EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
... distributors and resellers. New appointees in client-facing roles include: Victoria Cougan (Dedicated Customer Support team) Steve Davis (Enterprise Sales Executive - Melbourne) Robbie Koorey (Enterprise Sales Manager - Sydney)
Estate planning key to holistic advice
ALEX BURKE  |  THURSDAY, 22 OCT 2015
... competitive advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis. Speaking at the Australian Unity business update event in Sydney, Davis noted that traditionally advisers are required to ...
Australian Unity to acquire estate planning firm
ALEX BURKE  |  FRIDAY, 26 JUN 2015
... planning, executor and trust administration services. Australian Unity Personal Financial Services chief executive Steve Davis said the deal came about because the company has been "searching for a solution in the estate planning and trustee-type services ...
Australian Unity acquires Premium Wealth
ALEX BURKE  |  WEDNESDAY, 14 JAN 2015
... Wealth will retain its current brand strategy and client proposition, according to Australian Unity chief executive Steve Davis, who said in July: "It will effectively be business as usual for Premium's authorised representatives and clients." When the ...
PROFILE: Australian Unity PFS CEO Steve Davis
LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Born in Queensland and raised in Fiji, the United States and Perth, Steve Davis was a professional basketball player. But the financial services industry drew his interest and became his passion, he tells Laura Millan . Today, Davis is chief executive ...
Latest Financial Standard issue available on the iPad app
STAFF WRITER  |  MONDAY, 11 AUG 2014
... in the first of a two-part special. We also profile Australian Unity Personal Financial Services chief executive Steve Davis look at the opportunities for advisers in 'digital advice.' You can read these articles on your iPad by downloading Financial ...
Australian Unity in talks to buy Premium Wealth Management
ALICE URIBE  |  FRIDAY, 25 JUL 2014
... Australian Unity. Commenting on the potential acquisition, Australian Unity Personal Financial Services chief executive Steve Davis told Financial Standard that the potential acquisition was part of a move to have a "stronger presence in the accounting ...
Australian Unity added 14 planning practices in a year
MARK SMITH  |  THURSDAY, 17 JUL 2014
... the fact we are not a bank or life insurance company," Australian Unity Personal Financial Services chief executive Steve Davis said. Davis said the Accountant Partnership Program currently has relationships with over 300 accounting firms-most of whom ...
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