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Showing 91 - 100 of 144 results for "CentrePoint"

Centrepoint streamlines adviser transitioning

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
Advisers wanting to join Centrepoint Alliance can now do so via an online application, speeding up the process for those looking to transition between dealer groups. Head of advice services at Centrepoint, Karen Machovsky said the portal eases the transition ...

Listed advice groups gaining ground

KARREN VERGARA  |  MONDAY, 6 MAR 2017
... respective wealth and advice businesses, several listed advice groups have shown they are on to a winning model. Growth for Centrepoint Alliance's wealth division is accelerating and reaping the rewards from a wave of investments that have been in the ...

Centrepoint growing wealth business

KARREN VERGARA  |  MONDAY, 27 FEB 2017
December half-year results for financial advice group Centrepoint Alliance were buoyed by the performance of its wealth division and the sale of its premium funding business. The ASX-listed company's wealth segment reported a 29% EBITDA increase on ...

Centrepoint hires Citigroup executive as CIO

ALEX BURKE  |  MONDAY, 20 FEB 2017
ASX-listed advice group Centrepoint Alliance created a new chief investment officer role, appointing a former Citigroup executive in the process. The new CIO, Toby Lewis, was previously Citigroup's head of investment advisory and research. He oversaw ...

Centrepoint sells funding business for $20m

ALEX BURKE  |  TUESDAY, 20 DEC 2016
Centrepoint Alliance sold its Premium Funding business following a strategic review. The business has been sold to the Finance subsidiary of the Bank of Queensland for a total consideration of $20 million. BOQ said the business was appealing due to ...

Super skimming adviser permanently banned

JAMIE WILLIAMSON  |  MONDAY, 19 DEC 2016
... conduct. Stewart Banks was a representative of Professional Investment Services (PIS) - a wholly-owned subsidiary of Centrepoint Alliance - from April 2007 to May 2015. ASIC found that between September 2012 and April 2015 Banks contravened the Corporations ...

Centrepoint driving adviser efficiencies

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
Centrepoint will launch a range of back office solutions to its advisers in the New Year. The package will include para-planning, para-lending, life insurance health screening and varied administrative support options, including outsourcing particular ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... take on the role. Prior to joining NAB he was chief executive officer of Keystone Partnership and has held roles with Centrepoint Alliance and Suncorp Life. Meritum Financial Group has more than 100 advisers across Australia, providing personalised financial ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Centrepoint Alliance has developed a new online client interface as part of the group's ongoing evolution of its advice technology platform Compass. Compass Online was designed by Centrepoint's advice technology team and in consultation with advisers. ...

Centrepoint partners to enhance underwriting processes

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2016
Centrepoint Alliance has teamed up with a medical services provider to improve the underwriting process for clients and advisers. The dealer group has joined forces with Health Predictions to launch a new initiative, Centrepoint Healthscreen, to offer ...