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Showing 1 - 10 of 84 results for %22Shaw and Partners%22

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... general counsel Cameron Coleman will also take on the role of chief operating officer. Coleman has held senior roles at Citi, Shaw & Partners, FIIG, and Wilson HTM Investment Group. The asset manager's head of operations Kim Henry will run platforms ...

AustralianSuper engages TAL to create retirement option

ELIZA BAVIN  |  TUESDAY, 19 MAR 2024
... supplementing an account-based pension and Age Pension. "A lifetime income option not only ensures members, and their partners, are able to have an income as they live, it may also enable a higher Age Pension entitlement through favourable asset and ...

Former adviser misled ASIC during investigation: Court

KARREN VERGARA  |  MONDAY, 18 DEC 2023
A former Shaw and Partners financial adviser was charged with two counts of providing false or misleading information to ASIC during the regulator's investigation into his misconduct. Kristofer Ridgway allegedly provided false information during ...

FSCP issues another registration prohibition order

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... prohibition order until after 17 May 2025 for being insolvent under administration. Canberra-based Anderson is a representative of Shaw and Partners. He was previously licensed with EP Financial Services. The FSCP works alongside ASIC to oversee cases ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... is expected to lift. ASIC's Financial Adviser register still shows that Canberra-based Anderson is a representative of Shaw and Partners. He was previously licensed with EP Financial Services. The panel found Anderson to be insolvent under administration ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... equities), Infinity Asset Management (Aussie equities small caps), Lonsec (ESG), Franklin Templeton (international equities), Shaw and Partners (fixed interest), Drummond Capital Partners (multi-asset) and Nucleus Wealth (innovation).

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... Asset Management for Aussie equities small caps. On the international equities front, the gong went to Franklin Templeton. Shaw and Partners took out the award for fixed interest options, while Drummond Capital Partners was awarded for having the best ...

Banned adviser told to stay put

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
Having already permanently banned former Shaw and Partners senior adviser Kristofer Ridgway, ASIC has now made sure he cannot leave or attempt to leave Australia. Interim travel restraint orders were made on June 11 following the regulator's application. ...

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
... investors include Perth's Mimaro Family Office and the Wall Family Office, as well as private investors William Taylor and Kemper Shaw, former NAB and Tattarang executive Andrew Hagger, and Flannery Family Office chief investment officer Quentin Flannery. ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the top 10 non-aligned licensees. Insignia continues to be ...
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