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Showing 1 - 3 of 3 results for "Paradigm Wealth Management"

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... Accounts Forum. Speaking on a panel chaired by managedaccounts.com.au chief executive David Heather, Paradigm Wealth Management managing director Patrick Nalty said managed accounts allowed his firm to become "proactive rather than reactive" in times ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
Melbourne-based advisory firm Paradigm Wealth Management has almost doubled its funds under advice to $350 million following the acquisition of independent planning practice, Portfolio Managers. The acquisition, which was completed recently following ...

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... said at the Financial Standard Managed Accounts forum. James Mirams, financial adviser and director of Paradigm Wealth Management, is a strong advocate of the sector and sees managed accounts as the "only option" in presenting advice to his clients. ...
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