Appointments

Geoff Wells named GMO head of Australian equities

10 February 2010 | GMO has appointed Geoff Wells as head of Australian equities effective February 5, 2010. He will replace Rick Suvak, who is leaving the company.


Zurich appoints Iain Howie as CFO

9 February 2010 | Zurich Financial Services Australia has appointed Iain Howie as its chief financial officer (CFO).


AMP financial planning director elected to FPSB board

23 November 2009 | AMP director of financial planning advice solutions Steve Helmich has been elected to the Financial Planning Standards Board (FPSB) for a four-year term.


Peeyush Gupta appointed to standards board

20 November 2009 | The co-founder of ipac Securities, Peeyush Gupta, to serve three years on the Financial Planning Standards Board (FPSB) effective April 2010.


Macquarie adds analyst to Australian equities research team

18 November 2009 | Alex Chau is joining Macquarie’s Australian equities research team, which now consists of 10 researchers – six of which are senior analysts.


Principal Global Investors shuffles management roles

18 November 2009 | George Jamgochian and Kirk West appointed as executive director US distribution and executive director international distribution respectively.


New CEO for Australian Ethical

18 November 2009 | Former Perpetual executive takes top job.


NAB appoints executive general manager of corporate and specialised business

8 September 2009 | NAB secures former Australian Capital Equity investment director David Hornery.


Gunning to take the helm at Ord Minnett

8 September 2009 | Following the surprise news of Tim Gunning's departure from Commonwealth Financial Planning, Ord Minnett has announced Gunning as its new chief executive.


Former Trinity deputy CEO returns to management

7 September 2009 | Steve Leigh will work alongside the joint managing director to rebuild confidence in Trinity's business model.


UniSuper expands new planner network

4 September 2009 | Industry super fund UniSuper has appointed two senior managers to its new financial advice department.


MLC appoints head of platform sales

1 September 2009 | Previously held positions with QSuper and Commonwealth Bank.


Key changes at ING Real Estate

1 September 2009 | ING Real Estate Investment Management announces key senior executive and board changes.


Equiti secures head for property team

28 August 2009 | Former Westpac Funds Management asset manager to lead Equiti property funds management team.


State Street appoints head of global markets and investor services Australia and New Zealand

27 August 2009 | State Street's general manager for global markets, Australia and New Zealand and head of foreign exchange Asia Pacific, takes on new role.


Bell Direct selects new head of business development

27 August 2009 | Founding director of broker firm Asandas Angela Hayward, appointed to role.


BT appoints head of research and product

27 August 2009 | Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups.


Consultum expands along east coast

27 August 2009 | Appoints six new advisers to New South Wales and Victoria.


Aon appoints general manager of advice

25 August 2009 | Acting Aon adviser network regional manager Jayson Walker steps into general manager role.


Macquarie Funds executive moves to HSBC

25 August 2009 | Will be responsible for distribution of managed funds and products to financial planner market.


Trinity appoints chairman and managing director

24 August 2009 | Brett Heading and Chris Morton to take on chairman and managing director roles respectively as the group undergoes renewal.


Morningstar appoints co-heads of managed funds research

21 August 2009 | Will lead fund manager review process and manage model portfolios and client relationships.


MLC appoints head of national account and researcher relationships

20 August 2009 | Matt Thompson appointed to newly-created role.


PPM fills head of corporate development role

20 August 2009 | Former Westpac Private Bank marketing director appointed to newly-created role.


Moelis & Company to open Australian office

19 August 2009 | Moelis & Company opens a Sydney office and recruits a five-person team to cover the Australian and Asian markets.


Displaying results 1-25 (of 105)
 |<  < 1 - 2 - 3 - 4 - 5  >  >| 

1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
58%
 
2%
 
40%

News Roundup

Sponsored links

The Blue Book Directory

Recent comments

Recent tweets