Search Results | Showing 1 - 10 of 88 results for %22Cooper Wealth Management%22 |
| | ... including industry policy, superannuation, investments and risk management in retirement. During this time, she advised Jeremy Cooper, head of retirement income. Haqqani previously worked as a compliance manager for RBC Global Asset Management and a ... |
| | | The Australian Financial Complaints Authority (AFCA) has shed light on what it considers systemic shortcomings in the superannuation, investment, and financial advice industries. The AFCA Systemic Issues Insights report identified multiple instances ... |
| | | Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference. Cooper was named the winner of the award, which is sponsored by Zurich, at the AFA's annual gala dinner. The award ... |
| | | ... Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper from Cooper Wealth Management, and Joseph Hoe from Wealthwise are in the running for the Adviser of the Year award. This month, the finalists will ... |
| | | ... KPMG in the wealth management business, taking an 11-month hiatus to work on the Super System Review, chaired by Jeremy Cooper. He resigned from MLC (now Insignia Financial) last month Commenting on the move to Mercer, Tallents said: "I've enjoyed ... |
| | | ... move, ASIC has commenced six civil penalty proceedings against Westpac for widespread compliance failures in its banking, wealth, superannuation and general insurance businesses. The six matters filed relate to charging fees to deceased customers; distributing ... |
| | | ... Thompson - Finnacle (NSW) FPA Paraplanner of the Year Award Andrew Mann - Tupicoffs (QLD) Elora Shine - Cooper Wealth Management (NSW) FPA University Student of the Year Award Nicole Gardner - Kaplan Professional (VIC) Martin Jack - Griffith University ... |
| | | ... lower-cost access to professional asset and wealth management expertise." Pappas joins Schroders former chief executive Greg Cooper, former Class chief executive and director of Countplus David Smith and former RACV executive Susan Allen. The appointment ... |
| | | AMP has reported a near halving of its wealth management earnings and announced it is buying back Mitsubishi UFJ Trust and Banking Corporation 15% stake in AMP Capital. The embattled wealth manager has reported its first half underlying profit was $149 ... |
| | | ... specialist recruiter Super Recruiters, who argue a second wave of COVID-19 will bring with it a raft of challenges for the wealth management industry. "As wealth management industry roles become increasingly scarce and sought after by a rising labour ... |
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