From the Source

ANZ completes sale of Trustees to Equity Trustees

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ANZ yesterday announced it has completed the sale of ANZ Trustees Limited to Equity Trustees Limited. As part of the agreement, ANZ formed a new strategic relationship with Equity Trustees involving a range of client referral and service arrangements. ANZ also retained its Philanthropic Advice, Estate Planning, Investment Management and Alternative Investment capabilities. ANZ CEO […]

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TAL tackles gender inequality – pay gap closed

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Australia’s largest life insurer TAL has closed the pay gap between male and female employees to provide almost 100% equal pay for both genders throughout the organisation. Closing the pay gap has been part of a coordinated initiative endorsed by the TAL Board and Executive to redress female inequality in all areas. In terms of […]

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Significant merger heralds a new competitive force in Executive Search and Recruitment

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Profusion Group and Primary Asset Consulting merge to create Australia’s largest banking and financial services executive search and recruitment firm. In a move that marks the creation of the largest provider of recruitment and executive search services to the Banking and Financial Services sector in Australia, Profusion Group (Profusion) and Primary Asset Consulting (PAC) yesterday […]

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Statement to our customers from Ian Narev, CEO of the Commonwealth Bank

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SYDNEY, 3 July 2014: Trust goes to the heart of a relationship between a financial institution and its customers. At the centre of the matters which a recent Senate Committee reviewed, is the very disturbing fact that some people working for our Commonwealth Financial Planning (CFP) and Financial Wisdom (FWL) businesses breached that trust. They […]

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Justin Viney to head Premium’s network expansion drive

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Premium Wealth Management has signaled a major growth program with the appointment of Justin Viney as head of network development. Viney, is a former general manager of practice development at IOOF’s Lonsdale Financial Group. Premium’s managing director Paul Harding-Davis said: “Justin has extensive experience across both financial planning and accountancy practice development and will be […]

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New strategic role at life insurer TAL

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Australia’s largest life insurer TAL announced yesterday the appointment of Edith Pfister to the newly created role of General Manager, Strategic Finance. This role brings together responsibility for strategy development, mergers and acquisitions, financial planning and analysis, and corporate treasury. TAL CFO Kent Griffin said: “By bringing together these functions, and in the appointment of […]

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Vale Roger Garrett

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The TAL family is very saddened by the news of Roger Garrett’s untimely passing and extend our condolences to his family. Roger has been a valuable member of the TAL Board of Directors since August 2011 and has been the chair of the Risk Committee and served on the Audit and Compliance Committee. He made […]

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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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