Richard Carey CA, CFP has joined Omniwealth as a senior financial planner after many years at Mercer in a similar role.
appointments
Jane Henderson joins Nanuk as Investment Analyst
Nanuk Asset Management has appointed Jane Henderson as Investment Analyst. Ms Henderson has over 30 years’ experience in both analyst and portfolio manager roles, including nine years with Norges Bank Investment Management in London as well as Perpetual, QIC and Solaris in Australia.
Profile Financial Services appoints Kelly Lindsell as a senior planner
Profile Financial Services has appointed Kelly Lindsell as a senior financial planner in its Parramatta office. She is joining a team that is supporting clients in Western Sydney and the firm’s country clients in Mudgee and Dubbo.
Stephen O’Brien appointed to Nanuk Asset Management
Industry veteran, Stephen O’Brien, has joined Nanuk Asset Management as Head of Institutional Sales. Mr O’Brien has had a long career in the institutional asset management market.
Stephen Hogg appointed Head of SMSF at Omniwealth
Recently Stephen Hogg joined Omniwealth as head of SMSF where he is implementing a real-time reporting system. His experience has been utilised to help Omniwealth establish a dedicated Self Managed Super Fund (SMSF) advice service.
Townsends Lawyers appoints Julie Hartley as Associate
Solicitor and self-managed superannuation commentator, Julie Hartley BINST LLB GRAD DIP LEG PRAC SSATM, has been appointed as an Associate at Townsends Business & Corporate Lawyers in Sydney.
Alleron appoints David Gallagher to key role
Alleron Investment Management has appointed Dr David R. Gallagher as a member of its Portfolio Risk and Process Committee. “We are delighted that David can join Alleron in an official role and we value his research knowledge in capital markets. Risk management is a specialised area and to have access to his expertise is a […]
Insync appoints portfolio manager to the Global Titans Fund
Insync Funds Management is pleased to announce the appointment of John Lobb as portfolio manager within the investment team. John has over 25 years of analytical and portfolio management experience. Previously, he had worked at Bankers Trust Australia, Citigroup Global Asset Management, Credit Suisse Global Asset Management and Orion Asset Management. Monik Kotecha, Chief Investment […]