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Showing 1 - 7 of 7 results for "Wilsons Advisory"

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
The former general manager of private wealth at Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where ...

How to make sense of reporting season

ALLY SELBY  |  TUESDAY, 18 AUG 2020
... season, an advice and stockbroking group has identified three key trends that have so far emerged from the results. Wilsons Advisory noted that many of the companies that have reported thus far have demonstrated significant guidance restraint, with subdued ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... Prior to her time at Vanguard, Hamieh was head of distribution at Centuria Capital and a distribution manager at Wilsons Advisory Stockbroking. Her appointment rounds out a number of recent executive appointments for Xplore - Michael Wright, former head ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
Wilsons Advisory appointed two former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. ...

Former UBS multi-asset expert joins boutique

KARREN VERGARA  |  FRIDAY, 2 NOV 2018
... joined a financial advisory firm based in Sydney. Fixed income and multi-asset specialist Tracey McNaughton joined Wilsons Advisory this month as head of global macro strategy. For the last five years, McNaughton helped manage UBS' multi-asset team ...

Advice and stock broking firm fined $35k

HARRISON WORLEY  |  WEDNESDAY, 13 JUN 2018
... an infringement notice served by the markets disciplinary panel. The markets and disciplinary panel believed Wilsons Advisory and Stockbroking contravened regulatory data rules by failing to provide unique references to the market operator after share ...

Pinnacle flags partnerships and LICs in growth plan

ALEX BURKE  |  THURSDAY, 9 NOV 2017
Pinnacle outlined its medium-term growth plan at a Wilsons Advisory conference today, flagging partnerships with new boutiques and launching new listed vehicles. Pinnacle chair Alan Watson and managing director Ian Macoun explained the business has ...
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