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Showing 91 - 99 of 99 results for "Yellow Brick Road"

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... investment houses including ING, Challenger, Aviva Investors and Australian Unity. It also struck a deal with Yellow Brick Road (YBR), a new wealth management firm headed by Wizard Home Loans founder Mark Bouris. OneVue clients also include a large number ...

Multiport appoints BDM

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
Former Yellow Brick Road senior financial planner, Ben Thomas, has joined Multiport as business development manager. He will be focusing on growing the self-managed superannuation fund (SMSF) and managed account administration client base through dealer ...

Yellow Brick Road selects OneVue managed accounts

MICHELLE BALTAZAR  |  MONDAY, 10 MAY 2010
Wealth management firm Yellow Brick Road, headed by Wizard Home Loans founder Mark Bouris, plans to make a big mark in the self managed super funds (SMSFs) market by providing "advice on tap", signing a deal with managed account provider OneVue to help ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... In the syndicate's 'request for proposal' paper obtained by Financial Standard, Bouris, under his companies Yellow Brick Road and Yellow Brick Road Securities, and Miles, under his new group Fortnum Financial Planners, said they are looking for an investment ...

Patersons and Davies open fixed income shop

COMPANY RELEASE  |  WEDNESDAY, 9 SEP 2009
... fixed income and hybrid securities joint venture with Bryan Davies, former chief executive and co-founder at Yellow Brick Road. The Sydney-based division, Davies & Partners, is half owned by Patersons Securities and the firm's principal, Davies. Aside ...

Yellow Brick Road drops acquisition strategy

MICHAEL HOBBS  |  WEDNESDAY, 22 JUL 2009
Yellow Brick Road, the financial planning business developed by Wizard Home Loans founder Mark Bouris, has dumped its acquisition strategy for an organic growth branch model - with the aim to open 150 practices in three years. Bouris said the business' ...

Yellow Brick Road names COO

RUTH LIEW  |  THURSDAY, 17 APR 2008
Specialist wealth management firm Yellow Brick Road has appointed Chandu Bhindi as chief operating officer. Chandu is an accountant with 20 years of banking and finance experience. He developed his early career with Westpac in its retail bank transformation ...

Yellow Brick Road leads to Calliva

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
Advice and investment management company, Yellow Brick Road, has begun its spending spree purchasing financial planning firm Calliva Wealth. Sean Aylmer, head of communications and research at Yellow Brick Road, said the company has spent the last six ...

Wizard founder builds Yellow Brick Road

CHRIS NICHOLLS  |  FRIDAY, 27 JUL 2007
... former UBS banker Bryan Davies have joined forces to create new retail advice and wealth management company Yellow Brick Road (YBR). The company will focus on after-tax returns, offering advice, accounting, wealth management and insurance and estate ...