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Showing 1701 - 1710 of 2871 results for "Advisory"

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
Mid-tier accounting, taxation and audit firm, Bentleys NSW, has launched a new financial advisory division, Bentleys Wealth Advisors. Led by newly appointed managing director of Bentleys Wealth Advisors, Matthew Cassidy, the division is focused on offering ...

Prime Financial increases stake in MPR

DARREN SNYDER  |  MONDAY, 8 AUG 2016
... purchasing its largest stake in any one company, entering arrangements to increase holdings in Melbourne accounting and advisory firm MPR Group. Prime is increasing its stake in MPR from 40% to 93% through the issue of new shares by MPR and the acquisition ...

Fitzpatricks adds new advice firm

DARREN SNYDER  |  MONDAY, 8 AUG 2016
... managing director, John McMurdo, welcomed Daniel among the latest addition of financial advisers to join the national advisory and wealth management firm. "Paradigm embodies our approach of high quality holistic advice and ongoing commitment to the client's ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
AZ Next Generation Advisory has appointed a new general manager, financial planning. Adrian Ashton joins AZ NGA from Financial Keys, where he worked as a financial adviser. Prior to that, he was director of the licensee advice, mergers and acquisitions ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
AZ Next Generation Advisory (AZNGA) subsidiary, Wise Planners, has entered an agreement to acquire 100% of the shares of a Sydney based firm. Wise Planners will acquire Domane Financial Advisers (DFA), based in St Leonards. The firm advises over 1000 ...

ACFS head departs to Vic government

DARREN SNYDER  |  FRIDAY, 5 AUG 2016
... more than 12 months following a promotion from deputy director in July 2015. She has been with ACFS since 2014. ACFS advisory board chair Maria Wilton said: "Amy has leveraged her commercial acumen and business and academic relationships to grow the ...

BNPP IP appoints head of advice

DARREN SNYDER  |  THURSDAY, 4 AUG 2016
... operations, including 15 years with global fund manager BlackRock. His most recent role was director, head of wealth advisory (retail), where he held national responsibility for BlackRock's retail client business incorporating bank-owned and independent ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
AZ Next Generation Advisory has acquired a Brisbane advice group which manages $130 million in client funds. Logiro Uncharted was established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning ...

ASIC appoints markets disciplinary chair

ALEX BURKE  |  TUESDAY, 2 AUG 2016
... chair of the panel. He is also the deputy chief executive of Shaw and Partners, a member of ASIC's market supervision advisory panel and the ASX Appeal Tribunal. Gray replaces Lisa Gay, who has chaired the panel for six years. Gay also sits on the boards ...

UniSuper develops personalised retirement benchmark

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
... Adequacy Index provides a dynamic approach to assess how members are tracking to their individual retirement goals." Global advisory firm Willis Towers Watson was engaged to examine the retirement preparedness of UniSuper's members against a new benchmark ...