Moves of the week


J.P. Morgan MD, custody exec retires

J.P. Morgan securities executive Bryan Gray has retired after nearly 20 years with the organisation. Before joining J.P. Morgan, Bray spent a dozen years at State Street as head of sales. He started his career as an accountant with Deloitte in New Zealand. More

Recent moves snapshot

Adviser asks Santa for access to clients' ATO tax portals


Liam Shorte is director, financial planner and specialist SMSF adviser at Verante Financial Planning. He is also a director of the SMSF Association and author of The SMSF Coach. He shared his journey to financial planning with Industry Moves and explains how so much admin and red tape is hurting advisers. More

Lakehouse creates program to help finance professionals get back to work


Lakehouse Capital has created a new program to help people who have left the finance industry get caught up on trends to make the most of their knowledge and skills. Lakehouse senior analyst Pooja Shirangi is spearheading the initiative for Lakehouse; she says they hope it both helps people in the industry as well as encouraging diversity. She shares her thoughts about the program potential with Industry Moves. More

It is all about the look on their faces


After watching her parents lose money on their investments during the GFC, partly due to poor financial advice, Nicola Chaffe made the decision to shift from accounting to private wealth and financial planning. She also made the tree change from central Melbourne to Bendigo Victoria around the same time, and hasn’t looked back. She is now a director at Venture Financial Advisers and loves working with numbers and people. More

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Featured Products & Services


Case study - FEAL Data Analytics Module

Now in its thirteenth year, the Fund Executives Association Limited (FEAL) and Melbourne Business School (MBS) Masters program continues to provide executives in the superannuation a tailored course designed to help them advance to the next step of their career. FEAL also offers members a growing ... More


Case Study – Ethos Managed Portfolios

Financial advice firm Kearney Group has launched a series of responsible investment options, called the Ethos Managed Portfolios. The portfolios are the result of an extensive research and consultive process and are an expression of the firm’s long-held belief that good investment is responsible ... More


Case Study - Asendium adviser software

After a launch of Asendium Lite in 2019, adviser data-finding and software service Asendium will launch a much wider range of services starting from March. The new service will include File Notes, which was the basis of Asendium Lite, and will add to that streamlined fact-finding functionality, ... More


Case Study - Milestone Group pControl™ Asset Allocation

Milestone Group has launched its institutional asset allocation solution to APAC investors. The firm has developed a web-based portfolio front-end for its fund processing solution pControl™ to create the asset allocation tool and is currently in discussions with at least one potential Australian ... More

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