Wealth Industry Executive Appointments & News

6 May

People & Products

Nash Advisory bets on Labor government with four hires

Advisory firm Nash Advisory has made four appointments to its team as it envisages increased M&A activity in

The Financial Planning Association’s bid to become a code-monitoring body has taken another step with the appointment of two senior lawyers to oversee its Conduct Review Commission.

3 May

People & Products

SGH appoints new head of distribution

SG Hiscock & Company has appointed Anthony Cochran as head of distribution, based in the Melbourne office and

2 May

People & Products

HSBC appoints new head of securities services

HSBC has appointed Enzo Cotroneo as head of securities services, Australia and New Zealand.

1 May

People & Products

IRESS appoints UK MD

IRESS has announced the appointment of Australian financial services veteran, Phil Quin-Conroy, as its new

1 May

People & Products

Canopius opens office in Australia

Canopius has launched an office in Sydney, as part of its plan to expand in the Asia Pacific region.

30 April

People & Products

Bentleys SA appoints new CEO

Bentleys South Australia has announced the appointment of its first chief executive officer, Michelle Cox, to lead

30 April

People & Products

Property Funds Association appoints national executive committee president

The Property Funds Association of Australia has appointed Charter Hall’s Steven Bennett as president of its

29 April

People & Products

Netwealth opens office in South Australia; adds distribution manager

Netwealth has opened a new office in Adelaide, South Australia, adding Andrew Dwyer as senior distribution manager.

29 April

People & Products

Former Shaw and Partners investment adviser joins ETF Securities

ETF Securities has announced that former Shaw and Partners investment adviser, Andrew Duncan, would join its ranks.

29 April

People & Products

Two join SMSF Association board

The SMSF Association has appointed Tracey Scotchbrook and Michael Houlihan as members to the board.

The National Australia Bank has emphasised to a key Senate Committee the degree to which it has exited the life insurance business.

26 April

People & Products

TAL seeks to improve awareness of life insurance value

Many Australians don’t see the benefit in life insurance products until it’s time to make a claim, leading TAL to

26 April

People & Products

APRA grants new licence to Judo Bank

The Australian Prudential Regulation Authority has granted a new licence to Judo Bank, to operate as an authorised

Market Insights

5 risks that could disrupt the global economy

1 July 2019

Master the ETF Conversation | Earn CPD Points

20 June 2019

EVENTS

Aug8

Managed Accounts Webinar 2019 - Ask the Experts

Sep12

Future of Wealth Management 2019 - Advice

Oct23

Women in Financial Services 2019

Teddy

are you telling me that you are going to do a m.fin plan. then do the mandatory ethics subject...

FPA confirms CFP sign-ups have taken hit7 hours 29 min ago

Agent 86

The time frame imposed by this ridiculously thought through legislation was destined to fail and...

Super fund call centres overwhelmed on opt-in insurance7 hours 44 min ago

Anonymous

Originally as the Masters gives exemptions gives exemptions from CFP2, CFP3 & CFP4. So 75%...

FPA confirms CFP sign-ups have taken hit8 hours 16 min ago

People & Products

Nash Advisory bets on Labor government with four hires

SGH appoints new head of distribution

HSBC appoints new head of securities services

IRESS appoints UK MD

Canopius opens office in Australia

Bentleys SA appoints new CEO

Property Funds Association appoints national executive committee president

Netwealth opens office in South Australia; adds distribution manager

Former Shaw and Partners investment adviser joins ETF Securities

Two join SMSF Association board

TAL seeks to improve awareness of life insurance value

APRA grants new licence to Judo Bank

5 risks that could disrupt the global economy

Master the ETF Conversation | Earn CPD Points

Teddy

Agent 86

Anonymous

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