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Everything from Mason Stevens

Mason Stevens appoints new chair of board

From Mason Stevens

Leading integrated wealth platform provider, Mason Stevens, has today announced the appointment of Andrew Walsh as Non-Executive Director and new Chair on its Board of Directors. Mason Stevens Chief Executive

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16 Feb 2023

Mason Stevens builds its global investment team

From Mason Stevens

Leading provider of integrated wealth platform technology, Mason Stevens has appointed Andrew Ash as Head of Manager Research and Lloyd Mitchell as Head of Fixed Income to their Global Investment

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03 Feb 2023

Mason Stevens strengthens platform and technology teams with key hires

From Mason Stevens

Mason Stevens has added Vien Luong as Head of Platform and Tracy Southern as Head of Technology to their growing team. Mason Stevens Chief Executive Officer, Tim Yule said of

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23 Jan 2023

Mason Stevens appoints Head of Asset Allocation

From Mason Stevens

Mason Stevens has appointed former State Super analyst Paul Spence to the role of Head of Asset Allocation. Reporting to Chief Investment Officer (CIO), Jacqueline Fernley, the role is responsible

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21 Jul 2022

Mason Stevens named as no. 1 platform for Best Adviser Support

From Mason Stevens

Adviser Ratings has announced Mason Stevens as the winner of the Adviser Support category award as part of their inaugural Adviser Choice awards. The awards recognise the financial services companies

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04 May 2022

Mason Stevens appoints Chief Investment Officer and Chief Financial Officer

From Mason Stevens

Mason Stevens has appointed Jacqueline Fernley as Chief Investment Officer (CIO) to their growing business. As Mason Stevens Chief Investment Officer (CIO), Fernley will lead the firm’s asset management specialists,

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05 Apr 2022

Mason Stevens growth plans continue with distribution director hire

From Mason Stevens

Sydney-based wealth platform Mason Stevens has added to its growing distribution team by hiring a new Sales Director in Sydney, starting the year strong following the largest half of inflows

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14 Feb 2022

Mason Stevens growth plans continue with Distribution Director hire

From Mason Stevens

Sydney-based firm Mason Stevens has expanded its national footprint by hiring a new Sales Director in Melbourne, building on its growth momentum of the past 12 months. David Johnson, formerly

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01 Apr 2021

Mason Stevens breaks down the ASIC MDA Class Order revisions and what it means for advisers

From Mason Stevens

In light of the long awaited revised ASIC Managed Discretionary Accounts (MDA) Regulatory Guide (the Guide), ASIC has come to recognise that Managed Accounts can operate in many different ways. In

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07 Oct 2016

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]