Search Results | Showing 1 - 10 of 12 results for "Bridgeport Financial Services" |
| | ... under management. Earlier this month, it also announced the sale of its dealer group subsidiary Bridgeport Financial Services to Australian Unity, while Investment Trends recently named it the top platform for functionality as rated by advisers. |
| | | ... Australian Unity will acquire a Netwealth financial advice firm with $550 million in funds under advice. Bridgeport Financial Services has nine advisers and was established in 1999. Australian Unity chief executive officer of wealth and capital markets ... |
| | | ... managed accounts solutions. The group has announced that discussions with potential buyers for both Bridgeport Financial Services and Pathway Licensee Services are well progressed though not yet finalised. Netwealth said the move follows a strategic ... |
| | | ... teams across New South Wales, Victoria and Tasmania. He previously held general manager positions at Bridgeport Financial Services and ClearView. Cogle will be joined by Jason McArthur, who previously was a business consultant and has been promoted to ... |
| | | ... 200 staff working under the brand, including at its National Advice Group businesses, Pathway and Bridgeport Financial Services. Matt Heine, netwealth's joint managing director and one half of the father-son duo, expanded on the theme of digitisation ... |
| | | ... platform operator netwealth Investments, Financial Planning Services, Pathway Licensee Services and Bridgeport Financial Services. The group's chairman Jane Tongs said that the appointment "is an important step in ensuring there is an appropriate and ... |
| | | Netwealth-owned financial planning business Bridgeport Financial Services has acquired a financial planning practice in Canberra and has expanded its presence across four states. Empire Financial Planning has funds under advice of approximately $100 ... |
| | | ... year and is made up on Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services. Micallef who is also the managing director of FPSA indicated that there were plans to "double to size of the adviser force" ... |
| | | ... FPSA came under the umbrella of netwealth Advice Group, alongside Pathway Licensee Services and Bridgeport Financial Services. While the three companies retain their individual brands, they are part of a single management structure. "Lisa is a key part ... |
| | | ... group brings together Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services - three business netwealth has acquired over the last five years. While each firm will retain its own brand, existing general ... |
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