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Showing 1 - 10 of 43 results for "Wallis"

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... partnered with Intelligent Planning include Beta Advice, Canberra-based Hayes & Co, and Perth-based NOR Financial. Matthew Wallis joined the fold last December. He has been a financial adviser with Beta Advice since April 2022 and before that was a state ...

Investors Mutual, Vaughan Nelson partner

CASSANDRA BALDINI  |  THURSDAY, 2 JUN 2022
... management and 25 years of experience managing small and mid-cap money. Its chief executive and chief investment officer Chris Wallis said they deliver asymmetric returns - meaning high returns for the risk taken. "What you want to do if you're going ...

IOOF awards global equity mandate

KARREN VERGARA  |  THURSDAY, 9 SEP 2021
... has been working with Australian clients since 2009. Vaughan Nelson chief executive and chief investment officer Chris Wallis said: "We are pleased to be entrusted with this mandate from IOOF and believe that Vaughan Nelson's expertise in global ...

GAM hires from BlackRock

JAMIE WILLIAMSON  |  TUESDAY, 1 JUN 2021
... version of this article referred to McFadyen as GAM's new "institutional business lead". This was incorrect. Alison Wallis is GAM's director of institutional business and remains in this role.

Neuberger Berman bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
... its intermediary distribution with the appointment of a Sydney-based relationship manager, intermediary distribution. Zac Wallis has over 13 years' experience in the investment management industry and joins from Perpetual Investments where he was a strategic ...

Pitcher Partners promotes six

KANIKA SOOD  |  TUESDAY, 30 JUN 2020
... Peter Lawrence in Newcastle. Cheryl Mason has been announced as a partner, audit and assurance in Brisbane while Keiran Wallis is a partner in corporate finance, also in Brisbane. "Today's news does not come as an overnight decision. It has been years ...

GAM names local institutional business director

KARREN VERGARA  |  TUESDAY, 11 JUN 2019
... appointed a director for its institutional business in Australia who most recently held an executive role at Brookvine. Alison Wallis will be responsible for business development and servicing the local institutional market and deepening relationships ...

Three new faces join SuperFriend board

ELIZABETH MCARTHUR  |  MONDAY, 13 MAY 2019
... Guthleben from Equipsuper will join the board along with workplace health expert Niki Ellis and mental health campaigner Mitch Wallis. SuperFriend chair David Atkin said: "Sarah, Niki and Mitch's appointments will complement our longstanding and thriving ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
Financial advice dealer group Synchron named Matthew Wallis as the new state manager for New South Wales. Wallis will succeed Paul Del Grande who resigned to focus on his financial advice practice, InSync Financial Services. Sydney-based Wallis has ...

OPINION: Super is Murray's big rock

ANDREW BRAGG  |  WEDNESDAY, 18 NOV 2015
... Australia's financial system was never going to be as significant as the reviews headed by Sir Keith Campbell and Stan Wallis. Paul Keating pushed deregulation through after the Campbell Inquiry (1981) and Peter Costello created the "twin peaks" regulators ...
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