All Articles tagged with 'Tim Steele'

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Savings a priority as financial confidence takes a hit among Australians

From MLC Wealth

Australia has been recognised for its handling of the health and economic related aspects of COVID-19, however new research from MLC Wealth shows the impact of COVID-19 is still being felt with Australians’ financial confidence taking a hit. An MLC Wealth survey[1] of more than 1,000 people aged between 18 and 79 found only 43% of

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04 May 2021

Making retirement planning a new year’s resolution for 2021

From MLC Wealth

The new calendar year is an ideal time to reverse a worrying trend among Australians to procrastinate retirement planning and defer active engagement in their superannuation. MLC Wealth (MLC) research[1] has found 53% of pre-retirees do not view retirement planning as a priority, highlighting the need for many Australians to make retirement planning and superannuation

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20 Jan 2021

MLC Core Investment List reaches $1billion FUM milestone

From MLC

Monday 30 November, 2020 MLC Wealth’s (MLC) Core Investment List has reached $1billion FUM since launching in April 2020[1] . MLC Wealth Group Executive, Retirement and Investment Solutions, Tim Steele, said: “Today MLC Wealth’s (MLC) Core Investment List available on our Series 2 Wrap platforms, reached a significant milestone of $1billion FUM. The response we

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02 Dec 2020

MLC Core Investment List surpasses $500m FUM milestone

From MLC Wealth

MLC Wealth’s (MLC) new Core Investment List, available on MLC Wrap and Navigator Series 2, has surpassed $500m FUM in the four months since launching in April 2020[1]. The Core Investment List enables clients to access the popular Horizon, Index Plus and Inflation Plus investment portfolios at a competitive flat administration fee[2]. MLC Group Executive,

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25 Aug 2020

NAB Financial Planning announce new General Manager

From National Australia Bank Limited

NAB has announced the appointment of Tim Steele as General Manager, NAB Financial Planning. Tim brings with him 20 years of experience in financial services, most recently as Managing Director of AMP-aligned wealth businesses ipac & Genesys. Executive General Manager, Wealth Advice, Greg Miller, said: “We’re focused on strengthening our business, committed to meeting customer’s expectations

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29 Mar 2016

AMP completes strategic review of Genesys Wealth Advisers

From AMP Capital

AMP has announced the completion of a strategic review of Genesys Wealth Advisers and an intention to rationalise the business and offer Genesys firms a smooth transition to other AMP licensees. This follows a thorough review of the business to determine the sustainability of the Genesys business model going forward. For Genesys advisers wishing to

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19 Nov 2014

Genesys advisers raise $1 million for Children First

From AMP - Genesys Wealth Advisers

AMP’s Genesys Wealth Advisers has raised over $1 million for children’s charity Children First Foundation, with a recent surge in fundraising of $51,000 tipping the total raised by Genesys into seven figures since the first donation in 1999. Children First Foundation aids children from developing and war torn countries to have life changing surgery in

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31 Mar 2014

AMP announces key leadership appointments

From AMP Capital

AMP has announced key leadership appointments for its two newly created business divisions – Insurance and Superannuation, and Advice and Banking effective 20 January 2014. The appointments come after AMP CEO Craig Meller announced his leadership team in October and are the next step in creating a leaner, more efficient and increasingly customer-driven organisation. AMP

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17 Jan 2014

ipac rounds out leadership team with new appointment

From ipac

ipac has appointed Matthew Fogarty to a new role as Head of Advice and Business Optimisation, marking the final appointment to the ipac leadership team. Mr Fogarty has over 20 years industry experience and was most recently National Practice Development Manager at the van Eyk group having been a founding partner at practice consultancy firm

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04 Dec 2013

AMP Horizons announces academic alignment with UNSW

From AMP Financial Services

In an industry first, AMP Horizons has partnered with the University of New South Wales (UNSW) to make it easier for Horizons’ graduates to become degree-qualified. Eligible graduates of the Horizons Professional Year Program now have the unique opportunity to gain academic credit towards a Graduate Diploma or Masters qualification in financial planning at UNSW’s

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18 Oct 2012

Earn CPD Points

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CPD: The next big ESG three - the emerging responsible investing sectors that balance altruism with financial reward
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