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Showing 1 - 10 of 24 results for %22Mel Jose%22

SMSF scammers charged with criminal offences

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2024
A duo who allegedly defrauded self-managed super funds (SMSF) have been charged by the Melbourne Magistrates Court with a string of criminal offences. The charges follow an ASIC investigation into the activities of Joseph Cullia and Zoran Markovic ...

BNY Mellon announces new chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 11 MAR 2022
Thomas Gibbons will retire as chief executive from BNY Mellon this year after 36 years with the company. Gibbons will depart in August, and Robin Vince has been announced as his successor. Vince will be president and chief executive-elect effective ...

EG swoops in on Forza industrial assets

CHLOE WALKER  |  TUESDAY, 7 DEC 2021
Forza Capital has announced the sale of two east Melbourne industrial investments to EG Funds Management, for a combined price of $79 million. The large, strategic landholdings are located within the land-constrained eastern suburbs of Melbourne at ...

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 ...

MSC Group hires exec director, eyes Sydney

KANIKA SOOD  |  MONDAY, 9 AUG 2021
The Melbourne-based trustee firm has hired an executive director as it looks to expand into Sydney. Phil Joseph has 40 years of experience, most recently as an executive director at AMAL Trustees. He spent 15 years at Perpetual and has worked on other ...

Rest expands member engagement team

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
... acknowledge that digital is the largest and most preferred mode of engagement for our members." The fund recently welcomed Mel Jose, who joined from NGS Super, taking on the role of general manager of superannuation and retirement solutions.

Rest hires from NGS Super

ELIZA BAVIN  |  THURSDAY, 4 MAR 2021
Rest has appointed a new general manager of superannuation and retirement solutions, hiring from NGS Super. Mel Jose has been appointed to the role at Rest, moving on from her role as senior manager of investment governance at NGS Super. Jose spent ...

Elders appoints four advisers

KANIKA SOOD  |  THURSDAY, 26 APR 2018
... from the Sunshine Coast (QLD) and Kristina Duke from Rockhampton (QLD). Sydney-based Chhetri is CFP-qualified and will join Jose Pais' practice, Legacy Financial Planning. Steve Salvemini is currently studying for a masters of financial planning and ...

Forward thinking must underpin advice: Vanguard

EMMA RAPAPORT  |  FRIDAY, 3 MAR 2017
Financial advisers should look beyond short term economic and geopolitical events to long term global trends, Vanguard global chief economist and investment strategy group head Joseph Davis says. Speaking at the fund manager's adviser roadshow in Sydney ...

HESTA investment analyst collects ESG award

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
CareSuper and the Australian Council of Superannuation Investors (ACSI) have jointly named the recipient of the 2016 Michael O'Sullivan ESG Rising Star Award. Announced in front of about 200 delegates at the ACSI annual conference in Melbourne yesterday ...
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