The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Financial Planning

FMD acquires two fin planning firms

BY LINDA HAUSKEN | THURSDAY, 30 AUG 2012 11:45AM

Melbourne based independently owned financial planning practice FMD Financial has acquired Investwell Financial Planning and Financial Lifestyle Managers, adding over $160 million of funds under advice (FUA) to the firm.

Upgrade your subscription to access this article

And gain access to:

All website content, including archived news
Home page news customisation
Tech Zone, your technical resource library

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

VIEW COMMENTS

Related News

►	ASIC seeks to wind up Capital Guard AU
►	Pendal shutters Global Select Fund
►	Laws to limit US pension plans' use of ESG pass
►	Sequoia expects earnings hit from Shield, First Guardian
►	L1 Group replaces chief, seeks $330m
►	Australia progresses climate transition disclosures, planning
►	LGT Crestone, AUSIEX acquisitions finalised
►	ANSC's Australian Food & Agriculture takeover tanks
►	New government must prioritise payday super: SMC
►	Private wealth group splashes $182m on Hejaz

Editor's Choice

Former chief financial officer at Rest returns in new role

VINNY VUCAGO

Rest is welcoming back it's former chief financial officer as its inaugural chief commercial officer.

Macquarie chair provides 'cautious' outlook at AGM

ELIZA BAVIN

Macquarie Group has provided its first quarter update at its AGM, with outgoing chief executive Shemara Wikramanayake describing trading conditions as "satisfactory".

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI

Generation Development Group has reported strong growth to the year ending June 30.

Aussie Olympian's brother sentenced over crypto scam

RIDDHIMA TALWANI

The brother of Australian breakdancing Olympian 'Raygun' has been sentenced 12 months' imprisonment for his role in a global cryptocurrency scam.

Videos

Brought to you by

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Product showcase: A guaranteed future

Strength amid noise

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Canberra

Featured Profile

MORE PROFILES

Hugh Killen

MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER
AUSTRALIAN AGRICULTURAL COMPANY LIMITED

For Hugh Killen, several life lessons came from spending time on pastoral properties stretching across northern New South Wales and South-West Queensland.

READ MORE