BTFG platforms head to depart

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

New ASIC chair appointed

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

NAB FP recruits from AMP, ANZ

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

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