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Showing 1391 - 1400 of 2871 results for "Advisory"

Advisory and wealth firm appoints chief

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
Advisory and wealth firm Bentleys has appointed the former Sydney Stock Exchange boss as its new chief executive. Tony Sacre led the Sydney Stock Exchange for two years before joining the mid-tier accounting and advisory firm. Sacre succeeds Mark Chapman ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... a financial planning business, Refocus Financial Group on the Sunshine Coast. He held a licence from Solar Financial Advisory from June 2014 to August 2017. ASIC alleged that during this time Gordon recommended his clients establish SMSFs and extend ...

Pacific Current invests $95m in US firm, sells Aussie infrastructure stake

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
... Pacific Current Group chief executive and chief investment officer Paul Greenwood join the VPC board of directors in an advisory capacity. Pacific Current Group said the acquisition aligns with the firm's strategy of diversifying its portfolio by increasing ...

Prime Financial boosts wealth focus

KARREN VERGARA  |  TUESDAY, 3 JUL 2018
... acquired its 35th practice in June last year, securing a 100% shareholding in Brisbane-based accounting and business advisory firm Altezza Partners. Five years ago, Prime embarked on acquiring non-controlling equity stakes in accounting firms. At the ...

Qualitas creates LIT, enters retail market

DARREN SNYDER  |  FRIDAY, 29 JUN 2018
... equity upside in property. He confirmed the manager board of the LIT would be made up of representatives from the Qualitas advisory board. Traditionally Qualitas' investor make-up has included about two-thirds from institutional investors, predominantly ...

Findex strengthens Melbourne leadership

HARRISON WORLEY  |  THURSDAY, 28 JUN 2018
... recent expansion into a new services market, diversified financial services provider Findex has bolstered its business advisory team. Former Deloitte manager Chris Richardson has linked with Findex subsidiary Crowe Horwath Melbourne, as the business ...

AZ NGA merges embattled advice firm

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
AZ Next Generation Advisory confirmed Henderson Maxwell will merge with Pride Advice following Sam Henderson's exit from the financial advice industry. A spokesperson for AZ NGA said Henderson Maxwell clients have been informed the practice has ...

Macquarie shuffles infrastructure debt leadership

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... Humphrey is currently head of investor solutions. Hamilton first joined Macquarie in 2010 as part of the infrastructure debt advisory team within Macquarie Capital, having started his career in infrastructure finance at Dresdner Kleinwort. Humphrey joined ...

NAB names wealth advocate

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
... to customers through this program across 1852 cases as at 25 May 2018. More recently, Petre was chair of the consumer advisory panels for the ASIC and the Credit & Investments Ombudsman She is the current chair of the Code of Conduct Committee for the ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... and strategy for high-net-worth advice and trustee business at Perpetual Private. His responsibilities included growing advisory services for medical specialists starting out in private practice, as well as investment and trustee services for indigenous ...