Search Results | Showing 11 - 20 of 39 results for "Personal Financial Services" |
| | | ... non-executive director of AdviserLogic. Notably he has been the general manager - advice for Australian Unity Personal Financial Services and the chief executive of Premium Wealth Management. AdviceIQ Partners is a boutique, service focused advice group ... |
| | | | ... including chief executive of Premium Wealth Management, general manager-advice for Australian Unity Personal Financial Services, head of sales and marketing at Australian Ethical Investment and general manager of Glebe Asset Management. "In appointing ... |
| | | | ... all underlying Australian Unity businesses, with the fastest-growing channel being Australian Unity Personal Financial Services, which reported a 254.2% increase in earnings before interest, tax, depreciation and amortisation to $1.7 million. Independent ... |
| | | | Australian Unity Personal Financial Services has acquired three new adviser practices. This brings the total number of practices under the Australian Unity brand to 102, comprising 185 advisers and 24 mortgage brokers. Australian Unity Personal Financial ... |
| | | | ... services will become a critical competitive advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis. Speaking at the Australian Unity business update event in Sydney, Davis noted that traditionally ... |
| | | | Australian Unity Personal Financial Services has acquired four new advice practices. This brings the total number of financial planning practices under the Australian Unity licence to 101, and the total number of advisers to 183. Although the four new ... |
| | | | ... have left consumers confused and enquiries to advisers have "skyrocketed" recently, Australian Unity Personal Financial Services head of financial advice Craig Meldrum said. Speaking to Financial Standard, Meldrum said that since July last year, "the ... |
| | | | Australian Unity Personal Financial Services will acquire estate planning firm Flinders Australia. As per the agreement, the acquisition will complete on July 1 and will give Australian Unity access to Flinders' estate planning, executor and trust administration ... |
| | | | Australian Unity Personal Financial Services (Australian Unity) has acquired nearly 97% of Premium Wealth Management. Premium Wealth shareholders almost unanimously accepted the acquisition offer, with the transaction being completed on 22 December. ... |
| | | | ... financial services industry. In a submission to the inquiry Coles noted that "retail group offerings in personal financial services in offshore markets have demonstrated its importance in driving innovation, competition and greater consumer choice." ... |
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