Annabelle Dickson
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People: ABA appoints compliance head

The Australian Banking Association has announced the appointment of Ian Govey as chair of the Banking Code Compliance Committee (BCCC). BCCC is the independent body that monitors and enforces the new Banking Code of Practice. Govey is a former Australian…

Meet the face of millennial female financial advice

Victoria Devine used to talk about finance with her friends over brunch, without skimping on smashed avocado. Now she is paving the way to the future of financial advice by starting these same conversations amongst a much larger audience. Devine…

People: Australian Ethical picks its new CEO

Australian Ethical Investment has announced the appointment of John McMurdo as chief executive. He was most recently group managing director of Fitzpatrick Financial Group and prior to that was chief executive of Centric Wealth Management and managing director of Hillross…

Advisers to prove value with new tool

Financial advisers can tap into the specific needs, motivations and preferred interactions of potential clients by categorising them into four groups. Fidelity International’s latest report in conjunction with CoreData, The Value of Advice, reveals a ‘navigation style’ tool to assist…

Government to review LIC commissions

Financial advisers and stockbrokers may lose commissions on the sale of listed investment company (LIC) shares after the Government announced a consultation on the stamping fee exemption. Earlier this week Treasurer Josh Frydenberg said the Government would undertake a four…

People: Genworth names new CEO

Genworth has appointed Pauline Blight-Johnston as its chief executive. She takes over from acting chief executive Duncan West who will remain an independent non-executive director. Blight-Johnston joins from KPMG where she was a partner in actuarial and financial risk since…

Advisers must demonstrate their ongoing value

Financial planners need to show their expertise to their clients through regular contact and reviews to retain clients and improve client satisfaction. MetLife’s latest report, Understanding the Adviser-Client Relationship, reveals that a quarter of respondents are considering changing their adviser…

People: IAG chief to step down

IAG group executive Ben Bessell has announced that he will leave the company in March 2020 after more than 26 years with IAG and CGU Insurance. Bessell was previously chief executive of CGU Insurance, chief commercial officer of IAG and…

Move over robo; advice goes ‘bionic’

HUB24 and Aberdeen Standard Investments (ASI) have partnered to launch ‘bionic’ advice tools in response to the adviser demand to service a wider range of clients more effectively. According to HUB24, around 41 per cent of Australians intend to get…

People: MyState CEO to step down

MyState chief executive Melos Sulicich has announced his resignation and will be leaving in July 2020. Sulicich has been in the position since 2014 and has overseen growth in the business, doubling the banking loan book to over $5 billion…