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Showing 1 - 10 of 32 results for "Premium Wealth Management"

Premium China creates chief executive role

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
The former chief executive of Premium Wealth Management and head of advice at Australian Unity will lead Premium China Funds Management. In a newly-created role for the fund manager, Paul Harding-Davis has been appointed as chief executive. He is charged ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... business to Nippon Life. Speaking to Financial Standard, recently-appointed AdviceIQ consultant and former Premium Wealth Management chief executive Paul Harding-Davis said that Elliott's views are increasingly commonplace in the institutional space ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... general manager - advice for Australian Unity Personal Financial Services and the chief executive of Premium Wealth Management. AdviceIQ Partners is a boutique, service focused advice group with partner firms located in Sydney, Melbourne and South East ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... planning." Harding-Davis has held a number of key roles during his career including chief executive of Premium Wealth Management, general manager-advice for Australian Unity Personal Financial Services, head of sales and marketing at Australian Ethical ...

AFA appoints member services manager

ALEX BURKE  |  FRIDAY, 23 OCT 2015
... Roz Kaye joins the AFA from netwealth, where she was head of operations. She has also held roles at Premium Wealth Management, Australian Wealth Management, Bridges Financial Services and TAL Life. "Over the past 12 months, the AFA has grown by over ...

Australian Unity acquires Premium Wealth

ALEX BURKE  |  WEDNESDAY, 14 JAN 2015
Australian Unity Personal Financial Services (Australian Unity) has acquired nearly 97% of Premium Wealth Management. Premium Wealth shareholders almost unanimously accepted the acquisition offer, with the transaction being completed on 22 December. ...

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
Dealer group Premium Wealth Management has signed up three new accounting practices who are looking to add financial planning operations to their businesses. ADX Financial Planning (formerly part of Moon Cunningham and licensed through Count), Sullivans ...

PROFILE: Australian Unity PFS CEO Steve Davis

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
... chief executive at Australian Unity Personal Financial Services. The company's recent bid to acquire Premium Wealth Management made the headlines; not only because the buyout fits with the current trend of consolidation among mid-tier wealth management ...

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
Premium Wealth Management has hired former IOOF audit manager to head up its compliance division. Johan Cruz managed the audit for a number of businesses, including the Lonsdale dealer group while at IOOF.A He also spent two years at Count Financial ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
... Personal Financial Services (Australian Unity) retains its focus on acquisitions, entering discussions with Premium Wealth Management to acquire all of the dealer group's shares. The board of Premium Wealth Management has recommended to shareholders ...
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