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Information and events for financial services professionals
19-Dec-2017
BT Financial Group’s head of platforms will depart the wealth manager to pursue other opportunities, the company has confirmed. Kelly Power, who has been with Westpac Group since 2005, has been overseeing .. Read More
Fortnum recruits ClearView operations head
31-Oct-2017
Former ClearView operations manager Jenny Psathas has joined Fortnum Private Wealth as head of operations as the group looks to ramp up recruitment of new adviser practices. Psathas, who has over 15 years&rsquo.. Read More
Perennial, Crestone reveal new hires
26-Oct-2017
Crestone Wealth Management has appointed Scott Haslem to the role of chief investment officer, replacing David Sokulsky. Haslem, who will commence the job in January 2018, has 20 years’ experience in globa.. Read More
18-Oct-2017
The federal government has named former Goldman Sachs banker James Shipton as the new chair of ASIC. Shipton is to succeed Greg Medcraft and he will start his five-year term in February 2018 if his appointment .. Read More
Suncorp confirms wealth head appointment
16-Oct-2017
Suncorp has announced that its acting head of wealth and life intermediaries Dan Waller will remain in his position permanently. Waller, who has been acting in the role since June, has more than 28 years’ .. Read More
Ward, Phillips take out AFA awards
13-Oct-2017
The Association of Financial Advisers (AFA) has recognised Maxim Private Wealth adviser Michael Ward as the winner of its 2017 Excellence in Education Award, while honouring industry veteran Godfrey Phillips with the.. Read More
New advice framework to enhance trust
13-Oct-2017
The Association of Financial Advisers (AFA) has launched a new industry framework around the incoming professional standards laws that has been designed in consultation with more than 500 financial advice industry st.. Read More
Taylor wins AFA newcomer award
12-Oct-2017
Mia Taylor of boutique advice firm Evalesco Financial Services has been named as the 2017 winner of the Association of Financial Advisers Rising Star Award. The award, sponsored by ANZ Wealth, was launched in 20.. Read More
Zenith, Macrovue make new hires
05-Oct-2017
Investment research provider Zenith has recruited former Legg Mason marketing manager Anthony Pesutto to head the company’s marketing and communications efforts. In this new role, Pesutto will be responsi.. Read More
28-Sep-2017
National Australia Bank’s (NAB) salaried advice division has appointed a former head of professional development at ANZ and a former AMP head of adviser distribution to its regional management team. In a s.. Read More
Aust Ethical, Janus Henderson make new hires
25-Sep-2017
Michael Monaghan has been appointed to the board of wealth manager Australian Ethical Investments as a non-executive director. Monaghan has more than 30 years’ experience in investment, consulting and lead.. Read More
