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Showing 1 - 10 of 24 results for "Spring FG"

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... operates Wealth Today, which provides dealer group services and Spring Financial Group, which operates SFG Private Wealth, Spring FG Funds Management and Spring Realty. He is joined by Sentry shareholder and director Michael Harrison as a non-executive ...

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
... the financial services Royal Commission, have amplified a restructure of its salaried adviser business. Cullen said Spring FG will also be scaling back its low-cost SMSF platform, mysuper247. Originally created as an SMSF establishment and administration ...

Spring FG wealth GM departs in management restructure

ALEX BURKE  |  TUESDAY, 6 FEB 2018
... compliance Cara Edwards will join the executive team of group head of compliance and education. In addition to the above, Spring FG's head of workplace education services, Tony Pelosi, will become a responsible manager of Spring FG Wealth. All will join ...

Spring FG exec transfers to risk advisory firm as part of new partnership

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... exclusive partnership. Rael Kwasnik will join Fairbridge Financial Services so as to expedite the process of migrating Spring FG clients to Fairbridge's personal insurance services. Under the new partnership, Fairbridge will be responsible for the implementation ...

Spring FG acquires $200m dealer group

ALEX BURKE  |  MONDAY, 18 DEC 2017
... has acquired a dealer group with a combined $200 million in funds under advice. Under the terms of the acquisition, Spring FG will pay a total consideration of $1.67 million to acquire all issued capital of Wealth Today, comprising a $200,000 cash payment ...

Interim chief executive leaves listed advice firm

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... stepped into the role to reduce managing director Keith Cullen's workload while he recovered from extended illness. Spring FG said Paul will continue to assist with operational matters in the interim. Separately, Spring FG also announced the pre-Christmas ...

Spring FG to join dealer group ranks

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... offering, and appropriate operational capacity, to support and supervise them across a full suite of dealer group services." Spring FG founder and managing director Keith Cullen said the newly available services will be ideal for both individuals and ...

Spring FG acquires advice firm

ALEX BURKE  |  WEDNESDAY, 1 MAR 2017
Spring FG will add an extra $325 million to its assets under advice after entering an agreement to acquire a specialist advice firm. Financial Choice provides advice and administration services to retail, wholesale and self-managed super fund investors. ...

Wealth management firm enters retail

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
... doors to its first retail branch today. Signalling the commencement of an ambitious, nationwide expansion strategy, Spring FG has established the branch to operate as a company shop front and serve as the company's Victorian state office. Located in ...

Spring FG enters property joint venture

ALEX BURKE  |  THURSDAY, 5 JAN 2017
... clients. Under the arrangement with Tessa Residential, which will initially focus on clients' Brisbane property portfolios, Spring FG will receive referral fees, ongoing revenue share and an equity interest in new property contracts. Melbourne and Sydney ...
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