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Showing 141 - 150 of 215 results for "South Australian"

Shadforth ramps up client book-buying strategy

MICHAEL HOBBS  |  MONDAY, 17 MAY 2010
... got to make sure the offer is right." This comes as the group pushes ahead with its expansion strategy, buying South Australian financial planning practice, Walmsley Halligan & Co and its parent company last month. Shadforth Financial Group has more ...

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
Shadforth Financial Group has bought South Australian-based financial planning practice, Walmsley Halligan & Co and its parent company, 'Walmsley Halligan'. The Walmsley Halligan move follows the merger and integration of 12 privately-owned fee-based ...

SA adviser banned for no AFSL

ASIC RELEASE  |  THURSDAY, 18 MAR 2010
ASIC has banned South Australian planner Steven Edward Fleetwood from providing financial services for five years, after giving out trading and advice services without having an Australian Financial Services Licence. The banning of Fleetwood follows ...

Magill joins Matrix

RUTH LIEW  |  TUESDAY, 16 MAR 2010
... Frances Magill Financial Strategists - and recently joined Matrix Planning Solutions. Magill retired from the South Australian super fund last July after spending 19 years at its helm. She is now the principal planner of the Adelaide-based planning group. ...

SPAA names award winners

MICHAEL HOBBS  |  FRIDAY, 19 FEB 2010
Philip Mason Cox, director at Hayes Knight Financial Planning and Shirley Schaefer, treasurer of SPAA's South Australian state chapter, were recognised at last night's SPAA awards. Brisbane-based, Mason Cox, received the Self Managed Super Fund Professionals' ...

ASIC super expert joins Super SA

COMPANY RELEASE  |  MONDAY, 15 FEB 2010
Stephen Rowe, former senior manager of superannuation at ASIC, has been appointed general manager at South Australian public sector superannuation provider, Super SA. Rowe left the Australian Securities and Investments Commission (ASIC) in Melbourne ...

Budget, what budget?

MICHELLE BALTAZAR  |  FRIDAY, 23 OCT 2009
Financial planners will struggle to get many Gen-Yers to follow financial advice after yet another study found one in four have never budgeted in their life and, even when they do, it's to blow the lot on a holiday. St. George Bank commissioned a study ...

Perennial recruits investment specialists

COMPANY RELEASE  |  TUESDAY, 20 OCT 2009
... planner and dealer group clients. John Negri has been appointed investment specialist servicing Victorian and South Australian financial planners. Andrew Davies, also an investment specialist will be servicing platforms, national dealer groups and NSW ...

Planning firms on buying spree

RUTH LIEW  |  FRIDAY, 7 AUG 2009
... firm, Evolution Advisers. In May, Ipac Securities announced it was eyeing the Cairns, Canberra, Gold Coast and South Australian markets for its next acquisitions. Earlier this year, the firm had bought Cairns-based Gowdie Financial Planning through its ...

APRA recovers super assets

COMPANY RELEASE  |  FRIDAY, 31 JUL 2009
The Australian Prudential Regulation Authority (APRA) has successfully recovered the assets of failed South Australian based Harts Australia Staff Superannuation Fund. APRA took legal action on behalf of the fund's acting trustee to sell a property ...