NAB Wealth makes new senior appointment

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NAB Wealth has announced the appointment of James Meade as Head of Partnerships Development. NAB Wealth Advice Partnerships General Manager Ross Barnwell explained that the newly created role will focus... Read more continue reading

Foreign Investment is needed by Australia – but Government must continue to be vigilant

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Connect Financial Service Brokers (Connect) CEO Paul Tynan points to the recent issue of property investments in Australia by foreign investors and says it has highlighted the importance of having... Read more continue reading

La Trobe Financial committed to gender equality

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La Trobe Financial is recognised as a complying organisation for gender equality by the Workplace Gender Equality Agency and is committed to growing its female leaders. Greg O’Neill, La Trobe... Read more continue reading

Bentham Asset Management adds third fund to ASX mFund

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Global credit investment manager, Bentham Asset Management, today announced that the Bentham High Yield Fund is now available on the ASX’s mFund Settlement Service. The addition means investors can now... Read more continue reading

Australian Ethical launches new emerging companies fund and bolsters investment options

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Australian Ethical Investment today announced it is expanding its high-performing product suite with the launch of the Australian Ethical Emerging Companies Fund, as well as introducing a range of enhancements... Read more continue reading

Omega Global Investors makes investment team hire

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Investment Analyst Celeste Chai has joined Omega Global Investors (Omega) as part of the firm’s growth and a bolstering of its investment solutions and research capacity. Ms Chai worked previously... Read more continue reading

Equity Trustees appoints Sydney key account manager

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Equity Trustees Limited has appointed Paul Sleiman as a key account manager in the distribution partners team. Mr Sleiman will report to Eliza Weaving, general manager, distribution partners – funds... Read more continue reading

NAB Wealth confirm new Apogee General Manager

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NAB Wealth has confirmed Brendan Johnson as the new General Manager of Apogee Financial Planning. Mr Johnson brings 17 years of experience across financial planning, practice management and compliance fields.... Read more continue reading

CommInsure launches Annuities via CFS retail platforms

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In an industry-first for platforms, CommInsure the life insurance business of the Commonwealth Bank, yesterday launched a range of annuities via Colonial First State’s award-winning FirstChoice and FirstWrap platforms. Greg Ballard,... Read more continue reading

Award winning financial planning practice joins Fitzpatricks

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Hobart-based Main Street Financial Solutions will join Fitzpatricks Private Wealth following an extensive search and due diligence process. Main Street principals Charles Badenach and Rebecca Fergusson founded their boutique professional... Read more continue reading