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  2. Westpac - Wikipedia

    en.wikipedia.org/wiki/Westpac

    Westpac Banking Corporation, also known as Westpac, is an Australian multinational banking and financial services company headquartered at Westpac Place in Sydney, New South Wales. [ 2 ] Established in 1817 as the Bank of New South Wales , it acquired the Commercial Bank of Australia in 1981 before being renamed to Westpac Banking Corporation ...

  3. BT (wealth management) - Wikipedia

    en.wikipedia.org/wiki/BT_(Wealth_Management)

    BT, formerly BT Financial Group, is a financial-services company based at Tower Two, International Towers, Sydney, with operations in both Australia and New Zealand.. In 1969, BT began as the Australian subsidiary of the Bankers Trust Company of New York, Bankers Trust Australia.

  4. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    The new business was branded Cetera Wealth Partners. [28] In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc. The new community will be rebranded as Cetera Wealth Management Group, a region within Cetera Advisor Networks. [29]

  5. Brian Hartzer - Wikipedia

    en.wikipedia.org/wiki/Brian_Hartzer

    Formerly CEO of Westpac (2014-2019). He became CEO of Quantium Health in December 2023. He has been chair of fintech startup BeforePay since 2021. Hartzer was chair of the Australian Museum Foundation from in 2021 and 2022, and since January 2023 and as of November 2024, he is president of the Australian Museum Trust. Brian has four children ...

  6. Robert L. Joss - Wikipedia

    en.wikipedia.org/wiki/Robert_L._Joss

    He formerly served on the boards of Westpac, Wells Fargo, Agilent Technologies, Inc., BEA Systems, E.piphany, Inc., Makena Capital and Shanghai Commercial Bank, Ltd. of Hong Kong and SRI International. [2] [3] [4] [6] He currently serves on the board of directors of Citigroup, Bechtel, Makena Capital Management and C.M. Capital.

  7. Commonwealth Financial Network - Wikipedia

    en.wikipedia.org/wiki/Commonwealth_Financial_Network

    Commonwealth opened its San Diego office. 2009 Wayne Bloom, a 20-year Commonwealth veteran and managing principal since 1999, succeeds Joseph Deitch as CEO. Mr. Deitch remains chairman of the firm. 2013 Rich Hunter, a 25-year Commonwealth veteran and managing principal since 1996, is appointed president and COO.

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