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Plenary Group chair steps down

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... 20 years, and under his leadership we have developed a very clear vision for the future." "As Plenary begins our next chapter, I see compelling opportunities in our core Australian market and significant growth potential in the Middle East and Europe ...

CFA Society Australia launches

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
CFA Society Australia has officially launched, with the aim to giving a stronger voice to Australian CFA charterholders while raising the recognition of the CFA credential in Australia. CFA Society Australia chief executive Lisa Carroll said the transition ...

Perpetual adds director, institutional business

ELIZABETH FRY  |  MONDAY, 11 MAR 2024
... look forward to reconnecting with my industry colleagues and forging new connections as I embark on this exciting new chapter," she said. Meantime, HMC Capital has hired a top property specialist to raise capital from local, regional and global institutions. ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... our national community," he said. "We're looking forward to working closely together and supporting this exciting new chapter in their history." "It's been a massive month for our business with a number of acquisitions and appointments to support our ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... operating model, rationalise its corporate functions, transition Diverger employees, and integrate its systems. "This new chapter for Count would enable it to offer high-quality, holistic financial services to more clients in Australia," he said.

Count drops $4.1m on SMSF services company

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... Partners. Solutions Centric managing director and chief executive Krish Sritharan said he is excited about leading the next chapter of the business and the benefits that come from joining the Count community. "This strategic partnership with Count allows ...

NAB names new chief executive

CHLOE WALKER  |  WEDNESDAY, 7 FEB 2024
... will retire from executive roles. NAB chair Philip Chronican stated that Irvine is well suited to take NAB into its next chapter of growth. "Andrew possesses key strengths that support his appointment, including his passion for customer service, success ...

Standalone laws key to solving legislative 'porridge': ALRC

JAMIE WILLIAMSON  |  FRIDAY, 19 JAN 2024
... to make the regime easier to understand, including differentiating between a product and a service. "At 265,000 words, Chapter 7 of the Corporations Act is similar in length to the novel Ulysses by James Joyce," the ALRC noted. In all, the ALRC has made ...

Legalsuper investment strategy lead departs

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
... Australian equities boutique DMP Asset Management as a fund manager. Trusler said the move to Rajomon is a "refreshing chapter" in her career. Rajomon recently helped fund Brisbane lending fintech WLTH's acquisition of home loan manager Mortgage ...

Pension Protection Fund appoints chief executive

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... Katherine Easter will act as chief executive. "We are delighted to welcome Michelle to the PPF as we navigate our next chapter. Her member centric approach and fiduciary experience will certainly help us to continue to play a pivotal role in safeguarding ...
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