| Date | Description |
|---|
| 2024-04-01 |
delete person Paul Chin |
| 2023-05-25 |
insert person Danielle Strauss |
| 2023-04-07 |
delete person Lessi Liu |
| 2022-10-30 |
insert person Courtney Holmes |
| 2022-09-28 |
delete person Louise Jackson |
| 2022-09-28 |
delete person Xinling Han |
| 2022-07-26 |
delete otherexecutives Rob Fabbro |
| 2022-07-26 |
delete person Anthony Modica |
| 2022-07-26 |
delete person Rob Fabbro |
| 2022-07-26 |
update person_title Roger Wilson: Senior Wealth Adviser => Head of Private Wealth |
| 2022-04-22 |
delete person Peter Topham |
| 2022-03-22 |
update person_description Rivée Tao => Rivée Tao |
| 2022-03-22 |
update person_title Rivée Tao: Client Adviser; Adviser => Wealth Adviser; Vice President of the Koala Clancy Foundation; Adviser |
| 2020-07-23 |
insert person Roger Wilson |
| 2020-06-22 |
delete person Darren Chan |
| 2020-06-22 |
delete person Jared Chuah |
| 2020-06-22 |
insert person Kathy Xie |
| 2020-01-19 |
delete person Angelica Mårtensson |
| 2020-01-19 |
delete person Debra Robinson |
| 2019-12-19 |
delete person George Woolford |
| 2019-09-18 |
insert person Darren Chan |
| 2019-07-18 |
insert otherexecutives Lily Ramage |
| 2019-07-18 |
delete person David Kelly |
| 2019-07-18 |
insert person Cristian Tudor |
| 2019-07-18 |
insert person George Woolford |
| 2019-07-18 |
insert person Lily Ramage |
| 2019-04-13 |
delete chiefinvestmentofficer Paul Chin |
| 2019-04-13 |
delete person Daniel Wood |
| 2019-04-13 |
delete person Marco Mellado |
| 2019-04-13 |
update person_title Paul Chin: Member of the Asset Management Team; Chief Investment Officer => Independent Investment Committee Member; Member of the Asset Management Team |
| 2018-01-22 |
delete person Stella Wu |
| 2018-01-22 |
insert person Angelica Martensson |
| 2018-01-22 |
insert person Caroline Banhidy |
| 2018-01-22 |
insert person Leanne Smith |
| 2018-01-22 |
insert person Rivée Tao |
| 2018-01-22 |
update person_description Ben Meikle => Ben Meikle |
| 2018-01-22 |
update person_description Daniel Wood => Daniel Wood |
| 2018-01-22 |
update person_title Daniel Wood: Client Adviser => Client Adviser CFP® |
| 2017-11-08 |
delete person Lachlan Schonfelder |
| 2017-11-08 |
insert person David Kelly |
| 2017-11-08 |
update person_title Ben Meikle: Director - Advisory Services => Director - Asset Management |
| 2017-11-08 |
update person_title Stella Wu: Associate - Advisory Services => Operation and Marketing Manager - Asset Management |
| 2017-10-05 |
delete person Andrew Pearce |
| 2017-10-05 |
insert person Karen Shen |
| 2017-10-05 |
update person_description Marco Mellado CFP => Marco Mellado |
| 2017-10-05 |
update person_title Marco Mellado: Director - Private Wealth Management => null |
| 2016-05-17 |
insert ceo Colin Campbell |
| 2016-05-17 |
insert person Andrew Pearce |
| 2016-05-17 |
insert person Ben Meikle |
| 2016-05-17 |
insert person Colin Campbell |
| 2016-05-17 |
insert person Cynthia Zhao |
| 2016-05-17 |
insert person Daniel Wood |
| 2016-05-17 |
insert person Debra Robinson |
| 2016-05-17 |
insert person Lachlan Schonfelder |
| 2016-05-17 |
insert person Marco Mellado CFP |
| 2016-05-17 |
insert person Paul Stone CFP |
| 2016-05-17 |
insert person Stella Wu |
| 2013-08-18 |
delete coo Amanda Roberts |
| 2013-08-18 |
delete otherexecutives Paul Stone |
| 2013-08-18 |
delete person Amanda Roberts |
| 2013-08-18 |
delete person Angela Yuan |
| 2013-08-18 |
delete person Daniel Wood |
| 2013-08-18 |
delete person Marco Mellado |
| 2013-08-18 |
delete person Paul Stone |
| 2013-08-18 |
delete person Remo Greco |
| 2013-08-18 |
delete person Sarah Fillmore |