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Showing 1 - 6 of 6 results for "Mudgee"

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
... August 2018. The business took over GROW Super co-founder Mathew Keeley's practice, Churpa Wealth. It also added to its Mudgee practice in February of this year, appointing former J.P. Morgan Asset Management head of institutional Stephen Alcorn ...

Rainmaker Group acquires Money magazine

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... has been editor of Financial Standard for two years, having joined as a journalist in 2015. Prior to this he was at the Mudgee Guardian for five years, covering mining and viticulture. As a result of the change, Financial Standard will welcome a new ...

Former JPMAM executive joins boutique advice group

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... boutique AFSL. Stephen Alcorn has joined privately-owned Profile Financial Services as an associate financial adviser in its Mudgee office. Alcorn led JPMAM Australia's institutional business for four years before leaving in March 2018. Prior to ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... high-net-worth family groups added to Profile's client base. This marks the second recent acquisition by Profile, having added Mudgee practice onePlan Financial Planning in May. With Churpa having been a Lonsdale practice and onePlan originally licensed ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... accessibility of advice for rural Australians," Kewin said. Senior financial adviser Louise Scifleet recently sold her Mudgee business to Profile Financial Services. Having spent the last 13 years serving the local community, Scifleet's is one of ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's ...
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