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Showing 41 - 50 of 125 results for "Centrepoint Alliance"

Centrepoint Alliance posts $1.6m NPAT

KANIKA SOOD  |  FRIDAY, 26 FEB 2021
Centrepoint Alliance reported $1.6 million in NPAT for the December half, as its total adviser numbers dropped slightly to 308. Gross revenue for the period was $70.6 million up 15% to the six-months ending June. Centrepoint's revenue comes from a mix ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... for the firm's managed discretionary accounts service. Prior to that, she was national growth manager at Centrepoint Alliance for five years and spent over a decade in various business development roles at Zurich Financial Services. The hires mean Lifespan ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
Centrepoint Alliance has formed an agreement with UK-based financial advice technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... analyse it, investigate a range of other strategies, formulate the advice and compile the statement of advice." Centrepoint Alliance head of licensee standards Nicole Alexander, along with Dummett and Ardino, noted the most advised topics are retirement ...

Centrepoint hires recruitment lead

KARREN VERGARA  |  WEDNESDAY, 21 OCT 2020
Centrepoint Alliance has appointed a financial advice industry recruitment specialist to lead its national recruitment strategy. Charles Smith joins the ASX-listed firm as national recruitment manager. He was most recently at MLC Wealth where he spent ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... of advisers leaving big institutions and potentially taking the self-licensing path. This is according to Centrepoint Alliance group executive of advice Paul Cullen, who said the ASX-listed firm is experiencing more than double the number of inbound ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... facilitated by CoreData founder and principal Andrew Inwood, saw IOOF chief advice officer Darren Whereat, Centrepoint Alliance group executive advice services Kate Anderson and Matrix Planning Solutions chief executive Alison Dummett discuss the biggest ...

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... from IOOF as its new head of research, after the incumbent left in May. Daniel Stojanovski will start as Centrepoint Alliance's head of research on October 13. He joins after nearly five years at IOOF, starting as a research analyst and working up to ...

Dealer group investment head departs

ELIZABETH MCARTHUR  |  THURSDAY, 27 AUG 2020
... investment management for a dealer group has departed, establishing his own advisory. Julian Pitt has left Centrepoint Alliance after more than 13 years with the dealer group. Pitt was head of investment management and in the last year and a half also ...

Dealer group eyes aggressive expansion

ELIZABETH MCARTHUR  |  THURSDAY, 20 AUG 2020
Centrepoint Alliance has reported its annual revenue grew 11% as it plots an aggressive growth plan. Centrepoint said its plans for growth are to "aggressively pursue inorganic opportunities". The dealer group said 79 new financial advisers had joined ...