Top 10 most influential, 2004: Ones to watch
Rob Coombe: All eyes will be on Coombe as he steps into David Clarke’s shoes as head of BT. His rise through the ranks of BT, and its parent Westpac Bank, has been without peer and now there are whispers the group is looking to boost its presence in the financial planning market over the next year.
Kathryn Greiner: The new chair of the Financial Planning Association brings an independent, consumer-oriented viewpoint to the industry association — with a background very different to outgoing chair and AMP director of advice-based distribution Steve Helmich.
Ahmed Fahour: The former Citigroup chief executive has taken on the role of National Australia Bank chief executive officer Australia as part of a major senior executive reshuffle, and has already begun converging the bank’s core financial services operations. Expect ramifications.
Mercer Investment Consulting : This up-and-coming research house is the prime candidate to poach van Eyk Research’s ruling title in the retail investment management market, having so far built a strong name and team — more than one of whom have come from van Eyk’s own ranks.
Robbie Bennetts: Bennetts will find himself in the limelight if stakeholders vote to either sell or listed the massive Professional Investment Services group — currently the second largest dealer in the country.
Recommended for you
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus when clients purchased a property via a SMSF, according to court documents.
Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles.
Perpetual Wealth Management has hired two advisers from Ord Minnett as part of five hires, just weeks after the rival firm announced it had picked up six from Perpetual Private.
