GENERAL MANAGER

Financial planning

Newly merged advice firm Forbes Fava Saville Financial Planning has appointed a former Insignia practice development manager to the general manager of operations role....

People & Products

Zenith Investment Partners has promoted Chat West’s head of research, Ian Fryer, to the position of general manager – Chant West. ...

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People & Products

Wealth manager IOOF has appointed Leanne Gregory-Aylett as general manager advice delivery....

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People & Products

The Financial Services Council has appointed BT’s Kathy Vincent, to its board, with her background in product, portfolio strategy, and marketing contributing to her selec...

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People & Products

Zenith Investment Partners has promoted Bronwen Moncrieff to the role of general manager of the Zenith business....

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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

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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Financial planning

Yellow Brick Road has appointed Adam Youkhana as the general manager of its wealth division following the resignation of former chief executive, Matt Lawler, in July....

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Superannuation

The SMSF Association has announced the appointment of Craig Jamieson as general manager, corporate development....

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Superannuation

Premium Wealth Management chief executive and Australian Unity PFS general manager, Paul Harding-Davis, is to depart the group for family health reasons....

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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 ...

2 months 3 weeks ago

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

4 months 3 weeks ago

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

1 week 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....

2 weeks 1 day ago

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

2 weeks 6 days ago