Lucie Beaman

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Financial planning

07 Jul

Himbury to assist in Pivotal restructure

Former Westpac head of financial planning and advice Brett Himbury has struck a short-term deal with Tower Australia to provide advice on the restructure of its dealer gr...

Financial planning

07 Jul

ANZ in talks over ING MyWrap rollout

The ANZ Banking Group could be making the move from the BT Wrap to ING MyWrap for its Private Clients division, according to the ING group....

Funds management

02 Jul

Credit union makes wealth management play

The Community First Credit Union has become the first credit union in Australia to launch a wealth management product, after working in conjunction with Millennium3 Finan...

Financial planning

01 Jul

IWL forecasts growth in earnings

The IWL group has forecast operating earnings of $5 million for the year ending June 30, a figure $3 million greater than last year and more than $2.6 million up on the f...

Financial planning

27 Jun

Brewer to steer Pivotal growth

Tower Australia has appointed former Royal & SunAlliance general manager sales and marketing Ken Brewer as the new head of its recently restructured Pivotal dealer group....

Financial planning

26 Jun

Tower centralises asset management

The Tower Group has created a new asset management group in Australia which it says will combine Tower Asset Management with some investment functions of Tower Trust Aust...

People & Products

25 Jun

Zurich creates new head of sales role

Zurich Financial Services has created the new Sydney-based role of assistant head of group sales, which the group hopes will help co-ordinate its key accounts, master tru...

Financial planning

19 Jun

Tower in court over technology payment blunder

Financial services group Tower Australia will meet the Australian Securities and Investments Commission (ASIC) in court tomorrow after incorrect payments were made to its...

People & Products

30 May

Advance names new head of distribution

Advance Funds Management, the funds management arm of the St George banking group, has appointed a new head of distribution, with Tom Kneen starting this week....