APPOINTMENT

People & Products

Industry veteran and chairman of Australian Unity, Peter Promnitz has been appointed to the board of NAB’s NULIS Nominees (Australia) Limited....

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People & Products

Real estate investment manager Cromwell Property Group has appointed a former Bank of America Merrill Lynch executive....

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People & Products

Omega Global Investors has appointed Simon Tung to the position of head of portfolio management....

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People & Products

BNY Mellon has appointed Anna O’Sullivan as its new Asia-Pacific head of transaction management group for corporate trust....

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People & Products

Allianz Australia has appointed Dan Tully as its new general manager, financial institutions, following years of experience in other portfolios of the insurance company....

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People & Products

KPMG has hired former head of group strategy and planning at Australian Super, Rohit Mendiretta, to lead the firm’s asset and wealth management strategy team....

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Funds management

GAM has appointed Owen Job as its new investment manager to join the firm’s absolute return fixed income team....

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People & Products

Former AMP Bank managing director, Michael Lawrence has been appointed as the new chief executive of the Customer Owned Banking Association....

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Financial planning

NAB has appointed Ann Sherry AO as a non-executive director to its board, effective 8 November....

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Funds management

Legg Mason has appointed Adam Muston as the company’s new national business development manager....

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Financial planning

Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new Head of Operations....

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Funds management

State Street Global Advisors has appointed Bruce Apted as its new senior portfolio manager to its quantitative equities team in Sydney....

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People & Products

Perennial Value Management has today announced the appointment of Cesar Farfan to the position of head of retail sales....

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People & Products

Crestone Wealth Management has announced key changes to its board including a new director and a change in chairman....

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People & Products

Perpetual Corporate Trust has gained the nod as responsible entity for the MCP Master Income Trust....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago