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Showing 1 - 10 of 662 results for Michelle Baltazar

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice. Prior to the announcement, PictureWealth Group was ...

Stablecoin to reshape financial services workforce

MICHELLE BALTAZAR  |  THURSDAY, 11 JUN 2026
The domestic stablecoin market is still nascent, but it's shaping up to be a springboard for seasoned financial services executives looking to ride the new wave in payments infrastructure. This week, fintech start-up AUDC has hired Andrew Kitchen ...

Cultural competency is not a box-ticking exercise: RIAA

MICHELLE BALTAZAR  |  WEDNESDAY, 27 MAY 2026
Leading First Nations advocates at the Responsible Investment Association Australasia (RIAA) today outlined new measures to strengthen community engagement and better protect First Nations cultural heritage. Allan James, head of indigenous engagement ...

Natixis appoints client services director

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
Natixis IM appoints a client services director as it continues to expand its local range of managed funds and active ETFs. Mai Platts joins the investment giant as director in client services, reporting to Barbara Whyte, head of client services and ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
A former portfolio consultant at Vanguard who led the fund manager's launch of its own portfolio analytics and consulting function for Australian-based financial advisers is Aequitas' latest recruit. Mark Stephan joins as a principal asset consultant ...

Fintech AUDC hires former UBS director, expands senior team

MICHELLE BALTAZAR  |  THURSDAY, 7 MAY 2026
Digital payments platform AUDC has announced two senior hires, including the appointment of a former director at UBS. The Melbourne-based firm has named Jason Beale as its new head of product and operations, with a focus on expanding the group's ...

Qualitas appoints former Centuria head of FM

MICHELLE BALTAZAR  |  THURSDAY, 23 APR 2026
... him to build from," the group said. Separately, Qualitas announced two new appointments since the start of the year. Michelle Porcelli was named director, platforms & distribution in January while Jack Delaforce, previously VP at BlackRock, joined last ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

Orbis appoints ex-Antipodes Partners investment director

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
Alison Savas has been appointed as the new investment director at Orbis, working with Eric Marais, head of clients - Australia and Vern du Preez, investment specialist, at the global contrarian fund manager. Prior to the move, Savas was an investment ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025
More distribution executives are seeking careers in the wholesale market as demand for super fund BDMs slow, Kaizen's latest salary report shows. Kaizen's Funds Distribution Salary Guide FY2025-26 found that salaries have remained flat in the ...
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