1996-07-08 is the date the documents needed to start the registration process of trademark no 712296 were submitted. He is also a former Chairman of Macquarie Group Limited and Macquarie Bank Limited, Origin Energy Limited, Healthscope Limited, ING Management Limited and the Sydney Harbour Federation Trust. 1. Richard is Executive Chairman of the Corporate & Institutional division at Evans Dixon. He was Principal at Fort Street Advisers which he established in 2009. JBWere NZ takes reasonable steps to make sure that the personal information which we collect, use and disclose is accurate, complete and up-to-date. JBWere Pty (NZ) Ltd and JBWere (NZ) Nominees Limited (together “JBWere NZ”) understands and appreciates that you are concerned about the privacy of personal information that JBWere NZ may collect about you. Alex has a Bachelor of Arts from Cornell University and a Masters of Business Administration from The Wharton School, University of Pennsylvania. Industrials. JBWere (NZ) Pty Ltd may have interests in some of the securities which are the subject of the Information. In addition information that we collect and hold about you may also be subject to review by a regulator. Kevin was appointed an Officer of the Order of Australia in 2020 for service to Business, Corporate Governance and Gender Equality. you do not remove or modify any notices of attribution or copyright, or if there are no such notices, you clearly attribute JBWere (NZ) Pty Ltd as the copyright owner of the relevant Content(s), other than reproduction reasonably necessary for the effective use of the Site. Accordingly, although we strive to protect such information, we cannot ensure or warrant the security of any information you transmit to us or receive from our online products or services and you do so at your own risk. Use or reliance on the content of those sites is at your own risk. Use and disclosure of personal information. With more than 20 years’ experience in the financial services sector, Lyle works closely with advisers and support services teams to ensure clients are offered the highest level of personalised service related to financial advice, superannuation, investment advice, asset allocation and portfolio construction, as well as having access to the Group’s broader services. It was incorporated on 27 Oct 2009 and has the status: Registered. Peter led a number of Australia’s largest and most complex restructuring engagements including across the Global Financial Crisis. James has a Bachelor of Arts (Honours) in Accounting and Finance from the University of Kingston in London and is a qualified management accountant with CIMA. Jbwere is an example of a business name Jbwere Ltd used. He was Principal at Fort Street Advisers which he established in 2009. This email will be sent regularly with the latest industry news, FMA updates and current papers, reports, investigations and prosecutions. Anthony has a Bachelor of Commerce from the University of Queensland and is an alumnus of executive development programs at The Wharton School (University of Pennsylvania), The Kellogg School of Management (Northwestern University) and Social Leadership Australia. The Evans Dixon Management team and board have extensive experience across financial markets and advice in Australia and internationally. He has a deep understanding of the Evans Dixon Group built over twelve years across multiple roles, including five years as Chief Executive Officer of Evans and Partners where he was responsible for strategy, finance, risk, compliance and operations. However, such Information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. Prior to establishing Evans and Partners, David ran Goldman Sachs JBWere’s (GSJBW) Private Wealth business and the Institutional Equities business. She is the Chairman of Lands’ End, Director of Sears Hometown & Outlet Stores Inc. and member of the Advance Global Advisory Council. Prior to this he worked for UBS Australia for 16 years where he held a number of senior roles including Co-head of Investment Banking Australasia, Head of Real Estate Australasia and a member of a number of global Investment Banking boards and committees. Richard was appointed as a Panel member of the Australian Takeovers Panel in 2012 and as an acting President in 2014. All stored client information is protected from unauthorised access through the use of secure passwords and user logons or other security procedures. The intended recipients of the information are JBWere (NZ) Pty Ltd, direct marketing firms and research firms engaged by us, providers of credit reference and reporting agencies. Except as permitted below, you must not reproduce, modify, transmit, publish or distribute the Content. JBWere (NZ) Pty Ltd, which trades as "JBWere (NZ) Pty Ltd", its related entities and their respective directors, officers and agents (JBWere Group): To the maximum extent permitted by law, JBWere (NZ) Pty Ltd disclaims any liability (including but not limited to liability for negligence) to any person arising out of: If you are accessing this Site for the purposes of a business, then you agree that the provisions of the New Zealand Consumer Guarantees Act 1993 shall not apply to your access or use of the Site. Any advice contained on this website comprises general advice only and has been prepared without taking into account your investment objectives, financial situation or needs. James has significant international experience. Circumstances in which we may collect your personal information from third parties include: If you browse the JBWere NZ website, read or download information, our system will record the date and time of your visit, the pages viewed and the information downloaded. Contents Part One The issuers of this Guide 1 The purpose of this Guide 1 Documents you may receive from us 2 Prior to joining Dixon Advisory, Alex was an investment banker at UBS AG, where he rose to Head of Energy for Australasia. Jbwere Pty Ltd is one of the trading names this company has used, to be precise, the trading names list includes 2 positions that is Jbwere Pty Ltd since 2009-09-15, Cairns Group Holdings Pty Ltd since 2009-06-29 to 2009-09-15. The JBWere Cash Trust has been specially designed to operate as a cash hub for your investments. Join a world-class business where you can thrive professionally and personally. JBWERE (NZ) PTY LTD has the company number:2351088 and the NZ business number: 9429031809689. The company's line of business includes providing investment information and advice to companies and individuals. Peter has been Chief Executive Officer of Evans Dixon since July 2019. Greg holds a Bachelor of Business Studies (Accounting) and is a member of the Institute of Chartered Accountants in Australia. He was also Global Chief Operating Officer of Lendlease Investment Management, where he was responsible for overseeing the firm’s governance, risk management, sustainability and HR frameworks. He is a director of Seven West Media (SWM) and a member of the Remuneration & Nomination Committee. ^This interest rate is payable net of management costs (which vary up to 0.70% pa) and may vary depending on a range of factors, including (but not limited to) changes in the cash rate target determined by the Reserve Bank of Australia. Financial Analysis, Financial Management, Financial Valuations, Actuarial Services, Banking Services, Exchanging Money, Financing Services, Mortgage Banking, Lending Against Security, Capital Investments, Fund Investments, Factoring Services, Mutual Funds, Lease Purchase Financing, Brokerage Services, Securities Brokerage, Stocks And Bonds Brokerage Leasing Of Real Estate, Futures Brokerage Services, Futures Reporting Services, Underwriting Services, Stock Exchange Quotation Services, Arranging And Conducting Seminars And Workshops; Provision Of Education And Training In Relation To Finance And Investment, Financial Services, Including Financial Analysis, Banking, Investment Banking, Financial Consultancy, Financial Planning, Funds Management, Investment And Lending Services, Treasury Facilities, Portfolio Management And Valuation; Dealing In Securities, Options, Futures, Derivatives And Money Market Instruments; Broking And Underwriting Services; Stockbroking Services, Including Provision Of Stock Exchange Quotations; Custodian, Nominee, Administration And Trusteeship Services; Financial And Investment Research And Evaluation Services; Provision Of Information And Advice In Relation To Finance And Investment; Insurance Services, Including Brokerage; Provision Of Insurance Information And Advice; Corporate Advisory Services, Financial Services, Including Financial Analysis, Banking, Investment Banking, Financial Consultancy, Financial Planning, Funds Management, Investment And Lending Services, Treasury Facilities, Portfolio Management And Valuation; Dealing In Securities, Options, Futures, Derivatives And Money Market Instruments; Broking And Underwriting Services; Stockbroking Services, Including Provision Of Stock Exchange Quotations; Custodian, Nominee, Administration And Trusteeship Services; Financial And Investment Research And Evaluation Services; Provision Of Information And Advice In Relation To Finance And Investment; Insurance Services, Including Brokerage; Provision Of Insurance Information And Advice; Corporate Advisory Services; Including Provision Of All These Services Via Telephone, Equipment; Business And Investment Research, Analysis And Information Services; Financial And Stock Reporting Services, Business Appraisals, Business Research, Commercial Information Agency Services, Provision Of Statistical Information, The current or previous names that the credit licensee operates under. We are committed to providing you with high quality financial services in a secure and confidential manner in compliance with the Privacy Act 1993. Lyle commenced his career in commercial banking working in a variety of roles across Private Banking, Corporate Finance and Financial Planning. He is the current Chairman of Telix Pharmaceuticals Limited, a Pro Chancellor of the University of Sydney, a member of the Male ... Kevin McCann has extensive board experience with some of Australia’s most recognised companies. She is also on the Board of Investec Property Limited and the Sydney Harbour Federation Trust. A Product Disclosure Statement (PDS) is available for the JBWere Cash Trust and can be downloaded from this page. Josephine Linden is Founder and CEO of Linden Global Strategies, a wealth management advisory firm and multifamily office. Having spent her childhood and young adult life in Sydney, Josephine continues to maintain strong ties to Australia despite being based in New York City. Josephine is an active contributor to the Australian Consulate in New York and has had the honour of presenting at the Australia Day address on two occasions. The laws of New Zealand govern the use of the Site and you irrevocably and unconditionally submit to the non-exclusive jurisdiction of the Courts of New Zealand. JBWere is a leading wealth manager that offers tailor-made investment advice to a diverse range of clients. For example, we may need to collect personal information from a credit reporting agency, your representative (such as a legal advisor), your financial advisor, your employer or publicly available sources of information. Sally Herman is an experienced Non-Executive Director in the fields of financial services, retail, manufacturing and property. Links and frames connecting the Site with other sites are for convenience only and do not mean that JBWere (NZ) Pty Ltd endorses or approves those other sites, their content or the people who run or contribute to them. For further more information about our use and disclosure of personal information please refer to JBWere NZ Client Terms and Conditions.

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