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Showing 1 - 6 of 6 results for %22Lime Wealth%22

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
Perpetual Asset Management has appointed longstanding wealth operative Tom Loneragan as head of listed and direct. In this role, Loneragan will sit within the distribution and sales team and report to the firm's head of wealth, Lee Hopperton. The ...

ASIC nudges robo-adviser to shutter

ELIZABETH MCARTHUR  |  FRIDAY, 18 OCT 2019
... Australian financial services licensee, was running corporate authorised representatives Plenty Wealth, Plenty Plus and Lime Wealth as digital advice providers authorised to provide financial advice to consumers. Plenty Wealth was an online tool with ...

TAL appoints customer operations lead

KANIKA SOOD  |  WEDNESDAY, 15 AUG 2018
... operations and underwriting is Matt Paterson. He has 15 years' experience in financial services, with a strong focus on wealth management and life insurance. In his most recent role, he was a principal at customer experience company Limebridge Australia. ...

HNWI growth outpacing super: Research

ALEX BURKE  |  WEDNESDAY, 17 JAN 2018
... faster than Australia's population, indicating that the elusive investor class is likely going to become a "mainstream wealth management channel and source of national investment funds" - even if HNWIs typically "prefer to stay out of the limelight." ...

Advisors more important than ever: Sherry

RUTH LIEW  |  FRIDAY, 21 NOV 2008
... financial crisis has thrust the importance of advisors into the limelight - highlighting their roles in safeguarding the wealth and superannuation savings of Australians, according to the Minister for superannuation and corporate law, Senator Nick Sherry. ...

Daily economic round-up

PETER BELL  |  TUESDAY, 31 OCT 2006
... taxes and charges, about 10 per cent to the Federal coffers and just a little less to local governments. Disparities in wealth distributions across the globe and amongst third world countries are again in the limelight with analysis from China that the ...
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