Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 18 results for "Fordham"

AMP adds to board

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... global shared services at ANZ for a little over four years and, before that, spent almost two years as chief executive of Fordham and held various senior roles at IMB Australia and New Zealand. Meanwhile, Leibel's experience spans private and public ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Watson Financial Planning 2019 AFA Rising Star Chris Carlin, Master Your Money Now Victoria Devine, Zella Wealth Ellie Fordham, Dozzi Financial Advice Daniel Jackson, DBK Financial Solutions Pty Ltd Jade Louise McKay, Essential Financial Advice Rebecca ...

Perpetual reports $140m profit, investments business dips

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
... well and attracting investment flows," he said. Perpetual Private swelled profit before tax by 14% to hit $46 million. Fordham continued to be the largest referral partner to advice business, bringing in 130 of the 190 new clients. Total new clients ...

Wealth arm projects Perpetual profit

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
... profit of $40.5 million for Perpetual Private, 18% higher than FY16. "In line with our Lead & Grow initiative to expand Fordham, we have increased presence up the eastern seaboard and delivered significant revenue growth," Perpetual chief executive officer ...

Pengana hires Morningstar manager ahead of merger vote

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... having previously been a director at 2Integrity. Callaghan was also strategy consultant at Zest Wealth Advisers, manager at Fordham Investment Management, a consultant at SMS Management & Technology and a business consultant at Ultradata. His appointment ...

Advisers urged to prepare clients for super shift

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
... implications or the appropriate structures correctly ahead of the pending 1 July changes, a business advisory expert warns. Fordham Group partner Michael Doughty said super funds which don't have financial and tax advisers working in conjunction with ...

Fordham sets sight on growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
Perpetual's Fordham Business Advisors has appointed six new partners, including one internal appointment. Five new partners will join Fordham in New South Wales: Darren Hill, Stephen Waite, Stuart Le Cornu, Jennifer Nairne and Michael Doughty. Neil ...

Perpetual partners The Fold to help accountants

MARK SMITH  |  TUESDAY, 7 APR 2015
... has long partnered with accountants to support their needs and has owned business consultancy and accounting provider Fordham since 2010. Through alliances with key service providers, Perpetual is building a suite of support services to empower independent ...

Melbourne-based BDM joins Morningstar

STAFF WRITER  |  MONDAY, 20 MAY 2013
... strategy consulting with Foxrock Consulting and Zest Wealth Advisers; and working in business development/wealth advice with Fordham Investment Management. Callaghan has bachelor's degrees in commerce and education from the University of Canterbury ...

New head of wealth advice at Perpetual

BEN COLLINS  |  TUESDAY, 20 NOV 2012
... Perpetual Private, the wealth advice business of Perpetual Limited. Perpetual Private includes the Private Client, Fiduciary, Fordham and Philanthropy offerings. Smith was appointed earlier in the year and will take over from acting group executive Nick ...
PAGE:
1
PREVIOUS
NEXT