Search Results | Showing 1 - 10 of 24 results for "Westpac Financial Planning" |
| | | ... Padua following five years as a paraplanner. Prior to that, she worked as a senior financial adviser at Westpac Financial Planning. In her new role, Melbourne-based Brown will report to head of research Benjamin Walsh, who said the appointment comes ... |
| | | | ... sale of its in-house planning division. At the time, Westpac confirmed it was exploring options for Westpac Financial Planning, but what eventuated was even bigger. The following month the group sold off part of its advice arm to Viridian Advisory and ... |
| | | | ... financial planning division, following questions from Financial Standard about a potential sale of 50% of Westpac Financial Planning. Financial Standard understands Westpac is in talks with an undisclosed Melbourne-based wealth management firm to offload ... |
| | | | ... Commonwealth Financial Planning; GWM Adviser Services; NAB Financial Planning; Securitor Financial Group; and Westpac Financial Planning. |
| | | | ... planning channels. This includes Securitor Financial Group, BT Select (operating under Magnitude Group), Westpac Financial Planning, St.George Financial Planning and advisers who subscribe to the service through Licensee Select. Meanwhile, the Investment ... |
| | | | ... has over 25 years' experience in financial services and has previously held roles with AE Hoskins and Westpac Financial Planning. Scott Harvey joins Plan B from Candor Financial Management where he was financial adviser and group financial controller. ... |
| | | | ... "We've increased our bank planner footprint by 8% and we also hold the highest revenue per adviser for Westpac Financial Planning." Westpac meanwhile reported cash profit of $3.2bn, up 1% on the same period last year, allaying some investor concern over ... |
| | | | ... has replaced van Eyk with Standard & Poor's Fund Services (S&P) for product research to be used by Westpac Financial Planning and dealer group Magnitude Financial Planning. The investment research mandate builds on S&P's services to BTFG, which already ... |
| | | | ... familiar with them... and he's also been delivering those services to St.George Financial Planning and Westpac Financial Planning," he said. Meanwhile Younger joins Commonwealth Financial Planning as general manager. He will report directly to Paul Barrett ... |
| | | | ... the product development of BT wrap and BT super for life, as well as head of product & research for Westpac financial planning. A spokesperson for ING said the appointment shows the company's commitment to developing innovative, customer centric solutions ... |
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