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Showing 31 - 40 of 119 results for "Fiducian"

Former ANZ adviser banned

ELIZA BAVIN  |  TUESDAY, 24 MAR 2020
... representative of RI Advice Group, owned at that time by ANZ. Hilsley was most recently an authorised representative of Fiducian Financial Services.?? ASIC found Hilsley failed to comply with financial services laws, including failing to provide financial ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... to provide personal advice on MDA services with 172. It's followed by Shadforth with 119, E.L. & C. Baillieu on 56 and Fiducian on 50.

Dealer group boosts compliance team

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... technical consultant at MLC Wealth, supporting financial advisers and internal compliance. She has also previously worked at Fiducian Financial Services. Also joining Lifespan, Aaron Beyer has been appointed as compliance officer. Beyer most recently ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
... financial planning business of an Australian bank. MyState today announced it has entered into a sale agreement with Fiducian for the acquisition of the bank's retail financial planning business in Tasmania. Under the agreement, Fiducian will pay ...

Grandfathered commissions deadline challenging: AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 6 FEB 2019
... pressure on the adviser community," Anderson said. Anderson's concerns around the deadline are somewhat supported by Fiducian executive chair Indy Singh. Singh said Fiducian has been working on converting commissions to fees for service shortly after ...

Fiducian acquires Perth financial planning firm

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... advice business is acquiring a Perth-based financial planning business that advises about $73 million of client money. Fiducian Group is spending $1.66 million on the acquisition component of the deal, funded from cash. Once completed, the new unnamed ...

Diversified group enters custom platform space

JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
... financial services company is rolling out its first white-labelled managed account platform to a Victorian dealer group. Fiducian Group was selected by the unnamed group - reported to have about $200 million in funds under advice - following an extensive ...

Fiducian continues growth trajectory

JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018
Fiducian Group has reported a 21% rise in underlying net profit and a $1 billion lift in funds under management, administration and advice. Releasing its full year results today, Fiducian recorded $10.5 million in UNPAT and an 18% increase in FUMAA ...

Fiducian acquires $35m planning business

ALEX BURKE  |  MONDAY, 21 MAY 2018
ASX-listed financial planning group Fiducian has acquired a practice with $35 million in funds under advice. The practice is based in South-East Queensland. Total consideration for the purchase is $330,000, and Fiducian said it will be funded by excess ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ...