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Showing 1 - 10 of 11 results for "Port Macquarie"

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ...

MA Financial buys $96m hotel to seed fund

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
... benefit of investors." In October last year, MA Financial dropped $20 million on the Batemans Bay Marina and the Port Macquarie Marina for its marina fund, seeded six months prior.

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
... strategic hires, bringing the estimated team size to 50. It has also teased a potential merger with an established Port Macquarie firm in the new year. "We commenced this project earlier this year, to identify key partnerships between the Central Coast ...

MA Financial boosts fund with $20m acquisition

CASSANDRA BALDINI  |  TUESDAY, 3 OCT 2023
MA Financial Group has agreed to acquire Batemans Bay Marina and Port Macquarie Marina for $20 million in response to increasing institutional demand for alternative investments. The asset manager said the two east coast marinas will complement the ...

ART, Macquarie, PGGM partner on portfolio acquisition

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
Australian Retirement Trust (ART), Macquarie Asset Management and the PGGM Infrastructure Fund have backed a Macquarie AirFinance acquisition. Macquarie AirFinance secured a US$2.2 billion portfolio from Aviation Lease and Finance Company (ALAFCO). ...

FASEA exam dates revealed

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 OCT 2019
... Melbourne, Brisbane, Townsville, Adelaide, Perth, Hobart, Gold Coast, Wollongong, Cairns, Ballarat, Launceston, Port Macquarie, Traralgon, Tamworth, Townsville and Newcastle. The April sitting will be available in Sydney, Canberra, Melbourne, Brisbane ...

FPA philanthropic arm donates $147k

MICHELLE BALTAZAR  |  FRIDAY, 25 NOV 2016
... West Moonah Community House (West Moonah, TAS) L1 Licence Training James McCulloch CFP $10,000 EACH - Headspace (Port Macquarie, NSW) Holyoake Drumbeat Program Warrick Affleck CFP $10,000 BestLife Inc (Carindale, QLD) BestLife Sleepovers David Larman ...

Fin services rallies for charity ride

ELISE BURGESS  |  FRIDAY, 24 FEB 2012
... motorcycle event will see industry motorcyclists ride from NSW-coastal town of Gosford on March 8, before passing Port Macquarie, Coffs Harbour, and Gloucester. The event has raised in excess of $600,000 since its inception by a volunteer group of industry ...

Ipac buys stake in risk firm

COMPANY RELEASE  |  TUESDAY, 25 MAY 2010
... 1997, AFRM employs 18 staff including seven advisers across four offices in Sydney, Newcastle, Central Coast and Port Macquarie. The deal means AFRM directors; Phillip Young, Nick Hatherly and Mark Hoskin, remain majority shareholders in the business. ...

McPlanning: CBA unveil first one stop shop

... Burke Street in Melbourne, Fairfield in Western Sydney, 48 Martin Place in Sydney's CBD and a regional shop in Port Macquarie. Gunning said CBA recognise that there is a wider planning base to be reached, who currently are not aware that they can afford ...
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