Category | Appointments

AIA Australia Distribution Exec Seconded to Hong Kong Office

A senior staffer within AIA Australia responsible for dealing with non-aligned financial advisers will be heading to Hong Kong after he was appointed to a similar role for the Australian, New Zealand and Asian markets. (more…)

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0 · December 8, 2017 in Appointments, Company News  

TAL Names New Head of Claims

TAL has appointed a new head of claims, promoting a current senior staffer based in South Africa to the role. (more…)

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0 · December 7, 2017 in Appointments, Claims, Company News  

Fox Named as Chair of Boutique Advice Firm

Former AFA Chief Executive, Brad Fox, has been appointed to his second board position with a financial advice group, having been named as Non-Executive Chair of boutique advice group, Tribeca Financial. (more…)

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0 · December 5, 2017 in Appointments, Company News, Dealer Groups  

Infocus CEO Succeeded by Group Founder

The Chief Executive and Managing Director of Infocus Wealth Management, Rod Bristow has left the business and will be succeeded by its founder and current Executive Director, Darren Steinhardt. (more…)

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0 · December 5, 2017 in Appointments, Company News, Dealer Groups  
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Former AFA CEO Named to ASIC Peer Review Panel

Former AFA Chief Executive, Brad Fox has been named as one of initial members of ASIC’s newly formed peer review body, the Financial Services and Credit Panel (FSCP). (more…)

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3 · November 10, 2017 in Appointments, Associations, Compliance & Regulation  

Synchron Names New SA/NT State Manager

Non-aligned financial advice group, Synchron has appointed a former AMP executive as its new South Australia/Northern Territory State Manager. (more…)

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0 · October 31, 2017 in Appointments, Dealer Groups  

News in Brief

ClearView Advice Exec Joins Fortnum; FPA Names Award Finalists; Future2 Gives $130K in Grants (more…)

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0 · October 31, 2017 in Appointments, Associations, Conferences and Events, Dealer Groups  

News in Brief

Insurers Appoint New Retail Heads; Wellness Programs Enhanced (more…)

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0 · October 17, 2017 in Appointments, Company News, Services  

BTFG Restructures Advice Businesses

BT Financial Group (BTFG) will separate advice staff who provide online, phone based or general advice from those who provide face to face advice in a move which confirms it will not be replacing its outgoing General Manager for financial advice. (more…)

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0 · October 5, 2017 in Appointments, Company News, Dealer Groups  

ClearView Names Former AIA Staffer as Chief Underwriter

ClearView has appointed a former AIA Australia underwriting manager as its Chief Underwriter following the departure of the previous incumbent. (more…)

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1 · September 5, 2017 in Appointments, Company News, Underwriting