|Search Results||Showing 1 - 10 of 12 results for "WB Financial"|
|... more than 30 years' experience in financial services, Wootton is also a former operations manager at WB Financial and has previously held senior roles at Macquarie. FYG Planners managing director Peter Mancell said the Tasmania-based ...|
|... for NSW and Queensland respectively. Fortify Financial's Glen James has been appointed NSW state director, while WB Financial's Patricia Garcia is the new state director for Queensland. AFA chief executive Phil Kewin said: "We welcome Glen and ...|
|... manager Des Maher said the SMA business was spun out after 11 years running the licence for advice firm WB Financial. Australian equities portfolios became too costly and too cumbersome using only managed funds and for various reasons ...|
|... was also commended for investing in quality people and ongoing contribution to the community. Patricia Garcia of WB Financial in Brisbane won the AFP Financial Planner of the Year Award for demonstrating that quality advice is more than solutions ...|
|... AFP(R) - Cooper Wealth Management Nicholas Lloyd AFP(R) - ITL Financial Planning Patricia Soares Garcia AFP(R) - WB Financial FPA Paraplanner of the Year Award Adriana Brink AFP(R) - Alman Partners Laura Buckley AFP(R) - Momentum Planning Travis ...|
|... joining My Adviser, Sheehan was employed in business development manager roles for Colonial Margin Lending and WB Financial Management. Botte has more than 20 years' experience in the financial services industry and has held senior roles in ...|
|Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The ...|
|The 23 authorised representatives of WB Financial Management have joined the Commonwealth Bank-owned Financial Wisdom dealer group. WB Financial board took the decision to go under CBA's umbrella in an attempt to deal with "an increasingly comply ...|
|... Point, has over $60 million under advice and prior to joining Paragem, FMA was part of the privately owned WB Financial group. PrimeWealth, an accounting-based business also joined Paragem. Previously operating under Securitor in Chatswood ...|
|... $100 million into the super SMA in the next 12-18 months on the back of high demand from clients. Advisers with WB Financial will be first to access the super SMA during April and BlackRock intends to make the product available to all advisers ...|
A new superannuation fund hoping to bridge the retirement savings gap will launch with the hope of disrupting the system that has disadvantaged women.
The general manager of superannuation and retirement solutions at a $57 billion industry fund has resigned, with the hunt commencing for a replacement.
Praemium saw funds under administration hit $16.1 billion over the last financial year, thanks largely to its off-platform managed accounts service.
OnePath has moved to enhance the abilities of financial advisers using its OneView Life client management portal.
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