From the Source

BT Financial Group scores superannuation appointment coup

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BT Financial Group yesterday announced the appointment of Melinda Howes, one of the financial services industry’s most recognised superannuation experts, as its new General Manager of Superannuation. From 1993 until 2004 Melinda held a number of senior superannuation roles with BT Financial Group. Since then she has held roles including Chief Executive Officer with the […]

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Real estate appointment by Standard Life Investments

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Global investment manager, Standard Life Investments yesterday announced the appointment of Toshio Tangiku as Asia-Pacific Real Estate Equities Analyst. Based in Hong Kong Toshio, who joins from LaSalle Investment Management, will report to Svitlana Gubriy, Fund Manager, Real Estate Listed Funds. Commenting on the appointment David Paine, Head of Real Estate, Standard Life Investments said: “Toshio […]

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Affinia business consultant team completed

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Consultants replace old Practice Development Management role National dealer group Affinia Financial Advisers has recruited two additional Business Consultants to complete its new consultancy team. Nadia Docker joins Affinia as its Business Consultant in Victoria and Tasmania and Natalie Pegg is the new Business Consultant for Western Australia and South Australia. They join Kerrin Glover […]

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Threadneedle Investments boosts US equities team by four

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Threadneedle Investments (Threadneedle), a leading international asset manager with close to US$17bn AUM in US equities¹, has announced four appointments to its US Equities team. Benedikt Blomberg, Nicolas Janvier and Amit Kumar join Threadneedle as Analysts, reporting to Head of US Equities Diane Sobin. Benedikt, Nicolas and Amit are senior research analysts; each with more […]

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Personal Risk Professionals joins Bombora Advice

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Bombora Advice (Bombora) Managing Director, Wayne Handley, has announced that Queensland headquartered life risk specialist Personal Risk Professionals (PRP) has joined the boutique dealer group. PRP was established in Brisbane by Mark Everingham in 2009 to provide solutions and strategies for business owners, professionals and senior executive clients to address their complex estate planning, business […]

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IRESS appoints new Group Executive, Financial Markets

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IRESS has strengthened the leadership of its Financial Markets business with the appointment of Matthew Rady as its new Group Executive, Financial Markets. Reporting directly to Chief Executive Officer, Andrew Walsh, Mr Rady will be responsible for leading IRESS’ Financial Markets business globally. The Financial Markets business is a core division within IRESS providing market […]

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Fortnum appoints national sales manager

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Fortnum Financial Group has appointed Joel Taylor to the newly-created role of national sales manager. Taylor joins Fortnum from NAB Wealth & MLC where he was business growth manager for New South Wales. In that role, he was responsible for recruiting established practices into MLC’s network of aligned licensees. Taylor also helped businesses to develop […]

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Kerry Angel from UBS Joins Bloomberg Indexes, Australia and New Zealand

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Kerry Angel, former UBS Indices Analyst managing the suite of UBS Australia Bond indices, has joined Bloomberg Indexes to head up the Bloomberg AusBond Indexes business based in Sydney. In her new role, Kerry will be representing the Bloomberg Indexes business in Australia and New Zealand, and license index-linked funds/swaps, custom index services and index […]

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New appointments to wills and estate planning team meet increased business demand

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Growth in demand for its wills and estate planning business has seen Equity Trustees appoint two new recruits. Ms Catherine Elversson and Mr Andrew Woods have been appointed as estate planning solicitors reporting to Anna Hacker, national manager estate planning. They will be based in Sydney and Melbourne respectively. Ms Elversson comes from a private […]

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Retail investors and SMSFs set to benefit from ASX mFund settlement service

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Equity Trustees and its award winning investment manager partners PIMCO, LaSalle and SG Hiscock & Company have made 14 funds available on the mFund settlement service, with more set to follow. The mFund Settlement Service is an ASX initiative that allows investors to buy and sell units in selected unlisted managed funds (mFunds), through a […]

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