Search Results | Showing 81 - 90 of 144 results for "QLD" |
| | ... Nielsen started with Affinia as regional manager, NSW and ACT, on 30 January. He was previously regional manager, NSW and Qld, for Professional Investment Services. Completing the line-up, Paul Gaffney joins Affinia on 4 February as regional manager ... |
| | | Boutique advice firms in Queensland want flexible business models from dealer groups, which will allow them to keep control of their businesses, said Premium Wealth Management. Premium Wealth Management recently signed its third Queensland practice ... |
| | | ... funds under advice to the firm. The three financial planning firms have now been merged with the existing Fiducian offices in QLD, WA and Victoria. "The three planning firms that we have acquired will expand our strength and reach so we can meet more ... |
| | | ASIC has banned Brisbane adviser Janeece Norma Giraldo from providing financial services for five years after she failed to comply with a number of Australian financial laws. Giraldo has been a director of WIN Financial Network since 1993. She was also ... |
| | | NGS Super will increase its presence in Queensland and Western Australia, with two new business development managers hired to help drive the expansion. The fund is positioning itself to grow so it can achieve the size and economy of scale necessary ... |
| | | ... include national client development manager, Amy Mitchell; four new client development managers (CDMs) in NSW, VIC, WA and QLD, Rachael Makhoul, Sophie Chudnovskaya, Guy Savage and Ron Pimm; four senior client development support staff in NSW, VIC, QLD ... |
| | | ipac securities-owned firm, TFS Financial Planning, has acquired two QLD financial planning firms in Atherton and Townsville as part of its QLD-expansion plans. Townsville firm, Financially Yours, has $86 million in funds under advice (FUA) while Magnitude ... |
| | | A task force between police, ACC and ASIC has closed in on an investment scam in QLD which has been coercing investments from consumers under a company name of West Trade or Atlas Lead Generation. A joint operation between the Queensland Police Service ... |
| | | Australian Financial Services Group has added a new independent planning practice to its ranks, acquiring QLD-based practice Alps Network to expand the Group's presence in Queensland. Already integrated into the Australian Financial Services Group Limited ... |
| | | ... from accountants." There were five finalists in this year's event besides MacMillan, including Craig Ball, The Carter Group (QLD), Anne Graham, McPhail HLG Financial Planning (VIC), Mark Rando, Rando & Associates (WA), Nicholas Sinclair, Wealthfarm ( ... |
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