X
  • About
  • Advertise
  • Contact
Get the latest news! Subscribe to the ifa bulletin
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
No Results
View All Results
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
No Results
View All Results
No Results
View All Results
Home News

Implemented Portfolios makes BDM, manager hires

Implemented Portfolios has recruited a former Mason Stevens SMA manager and a former Perpetual staffer to represent the managed accounts specialist in Western Australia.

by Reporter
September 4, 2017
in News
Reading Time: 1 min read
Share on FacebookShare on Twitter

IP has announced that Natasha Daniels has joined the company in Perth as business manager, corporate development, to work with advisers in the WA market.

Ms Daniels formerly held roles at Lawrence Wealth – a client of IP’s – Westpac and Perpetual, according to a statement from the firm.

X

“Natasha will provide an unparalleled uplift to the team’s development capabilities in Perth and nationally,” said IP founder Santi Burridge.

“The Perth area is one of our fastest growing regions, so it made sense to open up a local presence to service our expanding support base.”

Former Mason Stevens SMA manager Emery Wong has also joined the company as an assistant portfolio manager in IP’s Sydney headquarters.

The company also posted 35 per cent growth in FUM during FY17, bringing it to $640 million under management.

Related Posts

Image: FAAA

‘We don’t need law reform, we need ASIC reform’: Conaghan

by Keith Ford
November 21, 2025
0

Speaking at the FAAA Congress in Perth on Wednesday, shadow financial services minister Pat Conaghan took a broadside at the...

image: feng/stock.adobe.com

Insto advisers least likely to switch licensees

by Shy Ann Arkinstall
November 21, 2025
0

Digging deeper on advisers’ movements between licensee segments, Padua Wealth Data has revealed that, despite the lack of institutional financial...

AMP unveils new additions to its digital advice solution

by Alex Driscoll
November 21, 2025
0

According to AMP the new additions are meant to give members the ability to assess and execute their contribution and...

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

VIEW ALL
Promoted Content

Private Credit in Transition: Governance, Growth, and the Road Ahead

Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.

by Zagga
October 29, 2025
Promoted Content

Boring can be brilliant: why steady investing builds lasting wealth

Excitement sells stories, not stability. For long-term wealth, consistency and compounding matter most — proving that sometimes boring is the...

by Zagga
September 30, 2025
Promoted Content

Helping clients build wealth? Boring often works best.

Excitement drives headlines, but steady returns build wealth. Real estate private credit delivers predictable performance, even through volatility.

by Zagga
September 26, 2025
Promoted Content

Navigating Cardano Staking Rewards and Investment Risks for Australian Investors

Australian investors increasingly view Cardano (ADA) as a compelling cryptocurrency investment opportunity, particularly through staking mechanisms that generate passive income....

by Underfive
September 4, 2025

Join our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

Poll

This poll has closed

Do you have clients that would be impacted by the proposed Division 296 $3 million super tax?
Vote
www.ifa.com.au is a digital platform that offers daily online news, analysis, reports, and business strategy content that is specifically designed to address the issues and industry developments that are most relevant to the evolving financial planning industry in Australia. The platform is dedicated to serving advisers and is created with their needs and interests as the primary focus.

Subscribe to our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

About IFA

  • About
  • Advertise
  • Contact
  • Terms & Conditions
  • Privacy Collection Notice
  • Privacy Policy

Popular Topics

  • News
  • Risk
  • Opinion
  • Podcast
  • Promoted Content
  • Video
  • Profiles
  • Events

© 2025 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited

No Results
View All Results
NEWSLETTER
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
  • About
  • Advertise
  • Contact Us

© 2025 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited