Search ResultsShowing 1 - 10 of 21 results for "Madison Financial Group"
HUB24 launches white label SMA
KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... it secured new clients with a network of financial advisers. HUB24 is rolling out its platform to Madison Financial Group and Centrepoint Alliance, as well as an unnamed stockbroking and wealth management firm. There are currently 1625 ...
Former financial adviser jailed
ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... he was director of James Gibbs Investments. At the time, Gibbs was an authorised representative of Madison Financial Group. ASIC said losses to Gibbs' clients came to a total of approximately $4.88 million. Gibbs' clients trusted him with the ...
Former adviser steals $5m from clients
JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... of 15 years. As director of James Gibbs Investments, Gibbs was an authorised representative of Madison Financial Group when the offences occurred. A breach report issued by Madison to ASIC prompted the regulator's investigation. Gibbs is ...
OneVue offloads trustee business
KARREN VERGARA  |  THURSDAY, 20 DEC 2018
... technology provider Decimal , IOOF's corporate trust business Australian Executor Trustees , and Madison Financial Group in April. Chief executive Phillip Kingston said the acquisition will play an important role in Sargon's growth ...
Sargon grows executive lineup, launches fintech solutions
JAMIE WILLIAMSON  |  TUESDAY, 2 OCT 2018
... the organisation's ongoing growth. In addition to AET, Sargon also acquired Decimal last month and Madison Financial Group in April. They will also assist with the launch and success of Sargon's new fintech offerings, Sargon Impact and Sargon ...
Sargon Capital acquires Decimal
JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... year. Just last week IOOF offloaded it corporate trust business to Sargon, while Sargon also acquired Madison Financial Group in April. Decimal said Sargon's offer is superior to all other available alternatives, with the Decimal board ...
Trustee services provider appoints new chair
ALEX BURKE  |  TUESDAY, 15 MAY 2018
... the trustee behind Spaceship, GoodSuper, MAX Super and mobiSuper. In April, Trustee Partners acquired Madison Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal ...
Trustee services provider buys advice group
JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... financial advice group. As part of its ongoing expansion strategy, Trustee Partners has acquired Madison Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' ...
Advice dealer group recommits to OneVue
JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A growing independent financial advice group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the ...
Adviser group edges on triple digits with new business
JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
Madison Financial Group has added another practice to its stable, as its growing adviser network nears triple digits. Marsh Financial Advice is the latest business to join the dealer group, led by owner and principal adviser Shelley Marsh. A former ...
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