La Trobe Financial makes new appointments

19-Jul-2017

Peer-to-peer lending firm La Trobe Financial has appointed three staff to senior positions, signalling a change in direction for the company following the resignation of two long-time employees. La Trobe Financ.. Read More

Sterling Private appoints new CEO

12-May-2017

Private wealth management firm Sterling Private Wealth has welcomed David Murray as the group’s new chief executive. Sterling principal Peter Stevenson said Murray, a former practice business manager for B.. Read More

FPA welcomes ex AAT president as CRC chair

05-May-2017

The Financial Planning Association of Australia (FPA) has appointed Graham McDonald as chair of its Conduct Review Commission for the next three years. McDonald hails from a legal background as a solicitor and b.. Read More

AFA appoints lawyer to professionalism role

04-May-2017

The Association of Financial Advisers (AFA) has appointed Linda Vogel as its general counsel for professionalism as it prepares for regulatory approval of its member code ahead of incoming changes to adviser professi.. Read More

Shaw and Partners appoints CIO

02-May-2017

Shaw and Partners has announced Martin Crabb as its new chief investment officer in an attempt to accelerate growth in the company’s product and service development. Crabb had overseen Shaw and Partners&r.. Read More

Lambert steps down as Countplus chairman

28-Apr-2017

Industry veteran and Countplus chairman Barry Lambert has retired after more than a decade in the role. Lambert, who flagged his intention to retire at last year’s annual general meeting, advised the Coun.. Read More

MLC, Infocus reveal new appointments

27-Apr-2017

MLC Life Insurance has announced the creation of four new business engagement manager roles (BEM), which the insurer said was an industry-first initiative that would help advisers better understand changing consumer .. Read More

Shift in-house sees Fortnum appoint Thomas

26-Apr-2017

Non-aligned dealer group Fortnum Private Wealth will bring a number of its compliance and audit functions in-house as a result of a restructure in which a former BT national manager has been appointed to the newly cr.. Read More

AdviserLogic joins forces with InterPrac

26-Apr-2017

InterPrac Financial Planning has signed a new agreement with software provider AdviserLogic to use its revenue management software, PayLogic. Under the agreement, AdviserLogic’s software would be used to p.. Read More

Fitzpatricks, Elders expand with new advisers

19-Apr-2017

Fitzpatricks Private Wealth has expanded its footprint with the addition of two Melbourne-based advisers to its national network. Chronos Private partner and principal adviser Chris Giaouris and Marasea Partners.. Read More

Ex Pillar boss joins Managed Accounts board

18-Apr-2017

The former chief executive of super administration provider Pillar has joined the board of listed managed discretionary account operator Managed Accounts Holdings Limited (MGP). In a statement, the group said Pe.. Read More

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