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Showing 131 - 140 of 149 results for "Financial Wisdom"

Financial Wisdom grows and goes its own way

HAMISH MADDEN  |  MONDAY, 26 JUN 2006
Dealer group Financial Wisdom continues to develop its progressive services and strategies while at the same time expanding its network, announcing it now has 410 advisers under its umbrella. General manager of Financial Wisdom, Paul Barrett, said the ...

Aussie fund frontrunner for Bank of China $12bn float

... week, Synergy. Premium China is now on the approved list of all of Commonwealth Bank's adviser groups including Financial Wisdom as well as on Genesys, Australian Financial Services and Avenue Capital Management. "There's little competition in the market ...

Macq fund sizzles on high occupancy

... the market and the fund is already on major platforms and counts major planning groups such as Commonwealth's Financial Wisdom, AMP and Professional Investment Services (PIS) as clients. "When we launched the fund, we set out to make sure that we are ...

AMPFP appoints heads of advisory services and research

... past year. Prior to that, he spent four years as a research analyst with Commonwealth Financial Planning and Financial Wisdom.

Vanguard appoints head of marketing Australia

... Commonwealth Bank's financial planning division, where he was responsible for the marketing of advice incorporating the Financial Wisdom and Commonwealth Financial Planning brands. Bold has also held marketing, product and strategy roles with the Commonwealth ...

YES gives nod to Financial Wisdom

Sydney-based mortgage group YES Home Loans has teamed up with advisory giant Financial Wisdom to provide financial planning and protection advice to YES home loans customers. Under the strategic alliance, both companies will form a new group called ...

Financial Wisdom on target to exceed 400 advisers

Financial Wisdom Limited's Western Australia division has picked up several financial services practices in recent months, which they predict will push their number of authorised representative advisers to over 400 by the end of 2005. The recent acquisitions ...

RetireInvest expands with three new adviser businesses

... Three new advisers have joined RetireInvest citing brand strength as a key motivator. Paul Huggins has moved from financial Wisdom to join the Wantirna practice based in Victoria. The other new advisers include Andrew Cunich who was previously from Perpetual ...

Adviser business moves to Garvan Financial Planning

... Managers Pty Ltd has joined MLC's dealer group Garvan Financial Planning moving from the Commonwealth Bank backed Financial Wisdom. Investment Managers principal Shane Rose says the move was based on Garvan's ability to support his business's growth ...

Coin software signs deal with Commonwealth

... under a two year contract term with rolling two year terms to follow. The contract will also extend to the bank's Financial Wisdom and Enterprise 121 dealer groups. Coin will be a strategic part of the Commonwealth Bank's adviser platform providing desktop ...