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Showing 141 - 150 of 407 results for "Advisory Firm"

Managed accounts demand rises: Zenith

ELIZA BAVIN  |  TUESDAY, 23 JUN 2020
Zenith Investment Partners said demand for its managed accounts services grew amid the uncertainty and volatility in investment markets sparked by the COVID-19 pandemic. Zenith chief executive David Wright said it was not unexpected that advice firms ...

Marianne Perkovic to depart CBA

ALLY SELBY  |  TUESDAY, 23 JUN 2020
... was sold by founder Barry Lambert to CBA in 2011 for a reported $373 million). During her 11 years working at the advisory firm, Perkovic moved up the ranks as an executive manager of Count Financial's adviser services team, before being promoted ...

Administrators appointed to IPO Wealth

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUN 2020
... vehicles for embattled Mayfair 101. Darryl Kirk, Barry Wight and Rachel Burdett of turnaround and restructuring advisory firm Cor Cordis have been appointed as voluntary administrators of IPO Wealth Holdings. "We have been appointed as voluntary administrators ...

South Australian wealth firms merge

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
... Wotherspoon Wealth is a great example of this." Perks is South Australia's largest privately-owned accounting and wealth advisory firm. It specialises in financial solutions (wealth management, auditing, finance, superannuation and insurance) to business ...

Kiwi investment firm nabs Aussie talent

ALLY SELBY  |  FRIDAY, 8 MAY 2020
... top talent." Jarden executive chair Bill Trotter said the move was another major milestone for the investment and advisory firm. "Throughout Jarden's history we've forged close relationships with great people and leaders within Australia's financial ...

Dealer group AFSL in limbo

ALLY SELBY  |  THURSDAY, 23 APR 2020
The suspension of MyPlanner Professional Services' AFSL is on ice as the Administrative Appeals Tribunal reviews ASIC's decision. It comes after the corporate watchdog suspended the advisory firm's AFS licence on February 12 on the grounds ...

William Buck boosts private wealth office

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2020
Accounting and advisory firm William Buck has announced a new appointment to its South Australian private office wealth team. Andrew Bradley has been appointed to the role of private office senior advisor at the firm. William Buck SA managing director ...

Times of turmoil create opportunities: deVere

ALLY SELBY  |  WEDNESDAY, 25 MAR 2020
With global stock markets rallying overnight, the chief executive of an independent financial advisory firm has pointed to key sectors that are benefiting from the spreading COVID-19 pandemic. deVere Group founder and chief executive Nigel Green said ...

Accountant convicted in fee no service scam

ELIZA BAVIN  |  MONDAY, 9 MAR 2020
... false or misleading statements. The court found Jason Cullen, an accountant employed by an accounting and financial advisory firm, raised two invoices for amounts totaling $275,000 to be addressed to NewSat. The invoices were issued for purported financial ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... to make their business more scalable, saleable and profitable. Prior to this, he founded and worked for his own advisory firm, EMG Financial Services, for eight years. The appointment comes following two other WealthO2 hires; Gillian Gilmore as WealthO2 ...