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MYSTATE
People & Products
Brett Morgan will succeed Melos Sulicich as chief executive and managing director, with a fixed remuneration of over $600,000 a year....
People & Products
MyState’s chief executive, Melos Sulicich, was asked by the board to delay his move back to Sydney given current uncertainty in the market. ...
Financial planning
MyState Limited has announced that its wealth business, Tasmanian Perpetual Trustees Limited, will be rebranded to TPT Wealth Limited....
People & Products
Gary Dickson has been appointed interim chief financial officer by MyState, effective from 19 October....
People & Products
Banking and wealth management group MyState Limited has appointed Vaughn Richtor as a non-executive director, effective from 1 September 2019....
Funds management
Fiducian Group has announced it has acquired MyState’s retail financial planning business in Tasmania for $3.5 million....
People & Products
MyState Limited has appointed Jukka Viljanmaa to its trustee and wealth management arm, Tasmanian Perpetual Trustees (TPT), as senior manager, investment....
Policy & Regulation
The Australian Securities and Investments Commission has permanently banned three Sydney-based mortgage brokers from engaging in credit activities. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...