From the Source

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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Phil Kearns to depart as Chief of Centric Wealth

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The recently acquired Centric Wealth announced yesterday that Phil Kearns will be departing as CEO on 30 June 2014. Centric Wealth was acquired by Findex Australia Pty Ltd (Findex) in February of this year creating one of Australia’s largest non-aligned, privately-owned financial advisory businesses. Mr Kearns was appointed CEO of Centric Wealth by CHAMP Private […]

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AFA confirms views on FoFA Amendments

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The Association of Financial Advisers (AFA) yesterday presented to the Senate Economics Legislation Committee on the FoFA Amendments and expressed the need for the Amendments to be supported. Attended by AFA CEO Brad Fox and National President Michael Nowak, the AFA spoke in support of their submission to the committee made 30 April 2014. In […]

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Risk and Compliance elevated to separate business unit – Amanda Noble appointed to new executive role

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Amanda Noble has joined Equity Trustees Limited in the newly created role of Head of Risk and Compliance. Reporting directly to Managing Director, Mr Robin Burns, she will head up the newly formed Risk and Compliance business unit, which will be solely responsible for risk management and compliance across the entire Equity Trustees Group. “With […]

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OneVue purchases award-winning SMSF business

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Wholesale superannuation solutions provider OneVue has purchased the award-winning SMSF administration business formerly owned by Super Managers Australia. OneVue group chief executive Connie Mckeage said the SMSF administration business, which will remain Melbourne based, will become a subsidiary of OneVue and be rebranded ‘SMSF Managers’. “We will be retaining all staff including client investment and […]

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New appointment prepares fund manager for next phase of growth

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Boutique international equities manager Wingate Asset Management has appointed Lyndsey Hancock in the newly created role of chief operating officer, as the company focuses on the next phase of its development. Ms Hancock has over 20 years’ experience in the financial services industry and was COO and later CEO of boutique investment manager, 452 Capital, […]

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Perpetual Private boosts Native Title team with new WA hire

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Perpetual Private yesterday announced the appointment of Pamela Kaye as Trust Manager Native Title for Western Australia. The new Perth-based role has been created to support Perpetual Private’s growing Native Title business, which in the past financial year has more than doubled its client numbers. Ms Kaye’s role manages the Native Title trust relationships to […]

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