From the Source

Johan Cruz to head Premium’s compliance

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Premium Wealth Management has announced the hiring of Johan Cruz from IOOF to head Premium’s compliance. Cruz is a respected and experienced compliance operative, who has also worked at Count Financial previously. At IOOF he managed the audit for a number of businesses, including the Lonsdale dealer group. Premium CEO, Paul Harding-Davis said: “Johan is […]

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Fitzpatricks continues strategic hires in response to significant growth in advisers and funds under advice.

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Fitzpatricks Financial Group yesterday announced the appointments of Colin Bold as Head of Marketing and Brett Ireland as Chief Operating Officer. The appointments will help position the Group to be the preeminent privately owned financial planning and investment organisation, servicing the needs of the Private Wealth sector. The roles will support the ongoing expansion of […]

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Nikko Asset Management makes senior executive hire in institutional business

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Stefanie Drews is joining Nikko Asset Management as Global Head of Institutional Marketing and Proposition, as the Tokyo-based firm continues to invest in its institutional platform and solutions business globally. Nikko Asset Management is a related entity of Tyndall Investment Management Limited. Drews was most recently Global Head of Key Clients and Family Offices at […]

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Wealth Know How appoints new GM

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Wealth Know How’s new GM says Australia’s financial planners must capture future clients much earlier in the sales cycle or risk losing growth opportunities Wealth Know How (www.wealth-knowhow.com.au), Australia’s fastest growing independent online financial education video channel, has appointed Fiona Parker as General Manager. Fiona will lead the business in its strategy to position the […]

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Australian Unity Personal Financial Services and Premium Wealth Management enter into discussions

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The companies announced this morning that they have executed a non-binding indicative offer under which Australian Unity Personal Financial Services would acquire all the shares in Premium Wealth Management. The board of Premium Wealth Management is recommending to shareholders that they consider the terms of acquisition with Australian Unity. Australian Unity said its desire is […]

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New addition to Bennelong Long Short Equity team

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Bennelong Long Short Equity Management (BLSEM) has further strengthened its investment capability with the appointment of Steven Lambeth as Senior Investment Analyst, commencing with the business in early August 2014. Steven has extensive investment management experience and joins BLSEM from JCP Investment Partners where he was Senior Investment Analyst, responsible for company research and valuation […]

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Parties settle the Great Southern proceedings

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Bendigo and Adelaide Bank (the Bank) has entered into an agreement to conclude the class actions brought by investors in managed investment schemes operated by Great Southern. Under the agreement, which is subject to approval of the Court, the Bank’s borrowers who are members of the class actions have admitted that their loans are valid […]

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Certitude strengthens service and sales capability with new appointment

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Certitude Global Investments (Certitude), a leading provider of global asset management solutions, has appointed Michael Akele to the newly created role of Northern Regional Manager (NSW/QLD) and NZ. Mr Akele was appointed from within the Certitude ranks, previously serving as State Manager of Global Solutions for New South Wales, since commencing at Certitude in 2010. […]

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Report finds many ASX200 companies failing to comply with ASX gender diversity reporting recommendations

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78% of ASX200 companies’ gender diversity reporting is perfunctory or worse, according toBlackRock. BlackRock’s review of the 2013 annual reports of companies included in the Standard & Poor’s/ ASX200 stockmarket index has ranked 3% of disclosures surrounding gender diversity as ‘excellent’, 19% as ‘good’ and the others perfunctory, poor or generally non-disclosing. This investigation is […]

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Association Chairman announces appointment of Trevor Folsom as new Director to the Board

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SME Association of Australia (SMEA) Chairman Craig West has announced the appointment of Trevor Folsom as a Director of the Association’s Board. In welcoming Trevor Folsom to the SMEA Board Craig West said, “I have been very fortunate to work with Trevor previously and he is exactly the kind of energetic advocate small business owners need.  […]

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