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Showing 21 - 30 of 268 results for "Financial Advisory"

Findex promotes new regional partners

CHLOE WALKER  |  WEDNESDAY, 6 JUL 2022
... Approximately half of the new appointments are based in regional locations, bolstering the privately owned financial advisory's commitment to supporting regional clients. The expertise of new partners spans across wealth management, business advisory ...

State Super welcomes new board director

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
... than 30 years' experience in financial services. She is currently managing director of See Y, a commercial and financial advisory consultancy she founded. Prior to that, she was general manager of Westpac's commercial bank. She also served as general ...

Findex Group acquires firm

CASSANDRA BALDINI  |  MONDAY, 20 JUN 2022
... trades under Atticus Business Accountants and Basecamp Bookkeeping in Toowoomba. Findex is a privately-owned financial advisory and accounting service currently employing 2700 staff across Australia and New Zealand. It services a client base of over ...

Ausbil adds to sales capabilities

CHLOE WALKER  |  FRIDAY, 17 JUN 2022
... experience in financial services. Prior to Magellan, she was a practice manager and co-owner of a boutique financial advisory practice for over a decade and has previously held marketing and distribution roles at Perpetual, Fidelity and Perennial. "We ...

ASIC succeeds in application to liquidate Ascent

CASSANDRA BALDINI  |  MONDAY, 6 JUN 2022
... and held approximately $4 million in assets. The Court appointed Matthew Donnelly and Sean Hughes of Deloitte Financial Advisory as provisional liquidators and made orders for a report to be provided to the Court by 22 June 2022, including information ...

Lazard AM chief executive to retire

JAMIE WILLIAMSON  |  THURSDAY, 7 APR 2022
... and previously held roles including chief operating officer, global head of strategy and chief executive of financial advisory.

Mercer nabs Lonsec consultant

ELIZABETH FRY  |  MONDAY, 31 JAN 2022
... as an investment consultant. Before that, he was a research services manager at Findex Group, the integrated financial advisory and accounting services provider. Earlier, he worked at Centric Wealth as an investment support coordinator and at Garnaut ...

New appointments to FSC board

CHLOE WALKER  |  FRIDAY, 10 DEC 2021
... representing Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The industry is responsible for investing almost $3 trillion on behalf of ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... and small business advice. Montefiore said the unique opportunity to combine an established high-net-worth financial advisory business with a mid-tier chartered accounting firm made the transaction exciting for the team. "It will allow us to establish ...

Australian corporate bond overhaul

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
... bonds, so that a wider range of investors can access corporate bonds. Engagement with universities and the financial advisory industry to educate and raise awareness about corporate bonds, in particular retail corporate bonds. Lowering the minimum investment ...