Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 22 results for "William Buck"

Dinimus appoints new head of distribution

ANDREW MCKEAN  |  TUESDAY, 22 OCT 2024
... Australia and New Zealand, has hired Nigel Credlin, who most recently served as a partner and wealth advisory director at William Buck. Credlin, who has over two decades of experience, has also held roles as a private investment manager at Evans and ...

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July. Equity Trustees will have one of the largest Will banks in the country as a result of the move, adding to the sizeable ...

William Buck appoints new director

CHLOE WALKER  |  FRIDAY, 11 MAR 2022
... team. Rees-Evans, who trained as a chartered accountant before moving into financial advice in 2002, will assist with William Buck's future capabilities in financial project management. "With his background in management consulting together with a passion ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
A high-net-worth financial advice firm formerly licensed by Hillross Financial Services has merged with William Buck. Brisbane-based Hillross Montefiore & Co. operated under the banner of William Buck as of yesterday. Director and private client adviser ...

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy. BR Wellington is an accounting and business advisory firm and will rebrand as part of William Buck Australia and New Zealand. All ...

Super leaders recognised

ANNABELLE DICKSON  |  TUESDAY, 15 JUN 2021
Leaders in the financial services industry have been recognised in the Queen's Birthday 2021 Honours list, with a number from the superannuation sector represented. This year saw 1190 Australians recognised in the Queen's Birthday honours and ...

New partner at Stanford Brown

ALLY SELBY  |  THURSDAY, 9 JUL 2020
... served on its management committee and focused on self-managed super funds. Before Profile, Stanford worked with William Buck for nine years, where he worked on the development of its wealth division. He was a principal, and was a member and chair of ...

William Buck boosts private wealth office

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2020
Accounting and advisory firm William Buck has announced a new appointment to its South Australian private office wealth team. Andrew Bradley has been appointed to the role of private office senior advisor at the firm. William Buck SA managing director ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... about by way of Profile senior adviser Todd Stanford, with Stanford and Keeley having previously worked together at William Buck. "That personal connection was really important for Matt. Like most advisers, he loves his clients and feels personally responsible ...

Former Sunsuper boss links with EQT

HARRISON WORLEY  |  FRIDAY, 8 JUN 2018
Equity Trustees has appointed a former Sunsuper chief executive as chair to subsidiary. Tony Lally will join the board of Equity Trustees Superannuation as chair; current chair John Crocker retire from his position. Equity Trustees managing director ...
PAGE:
1
PREVIOUS
NEXT