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Showing 181 - 190 of 288 results for "Financial Advisory"

Matrix continues planning member expansion

ELISE BURGESS  |  WEDNESDAY, 2 NOV 2011
... second new member firm for Matrix in the space of two weeks after it signed Sydney-based Macquarie Partners Financial Advisory on October 19. Matrix said it is looking to attract a further ten practices nation-wide and plans to grow to approximately ...

Head of Bank of Melbourne Private appointed

RACHEL DAVIS  |  MONDAY, 31 OCT 2011
... proven track record in wealth management. In particular, he has a strong private banking background, strategic financial advisory expertise and a deep understanding of wealth management and the needs of high net worth clients." Ayres said he found the ...

Lachlan Partners diversifies into FI, alternatives

ALEX DUNNIN  |  FRIDAY, 28 OCT 2011
... assets." Lachlan Partners has operated since 2008 and uses a fee for service model, offering business, accounting, financial advisory, wealth management and family office services. Many of the services are delivered in-house. Reflecting the change, Lachlan ...

Leenane Templeton Chartered Accountants adds financial planning

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
... Wealth Management service fits well with our national 'Self Managed Super Specialists' brand ensuring additional financial advisory support to those self managed super fund clients who are actively involved in managing their own superannuation portfolio. ...

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
Matrix Planning Solutions has added Sydney based Macquarie Partners Financial Advisory to its existing network of member firms. Established two years ago by business principal and managing director Sunhee Hres, Macquarie Partners Financial Advisory ...

FSC elects deputy chairman

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
... represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers and financial advisory networks. Its members are responsible for investing $1.7 trillion on behalf of over 11 million Australians.

BT: product strength will defend market share

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
... platforms called wealth-e-account and platform2. One of the main reasons the big four banks are buying dealer and financial advisory groups is to create vertically integrated distribution channels for their products. BT, which is owned by Westpac, is ...

Snowball reports 3pc rise in profits following Shadforth merger

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
Financial advisory group Snowball has reported a 3% rise in profit to $26.9 million in its first combined results announcement following the completion of its merger with Shadforth. The two non-aligned groups formed a combined wealth management business ...

CBA in takeover bid for Count Financial

ALISON BEVEGE  |  TUESDAY, 30 AUG 2011
... gains, net profit after tax was still up by 5.7% at $25.56 million. Dealer groups have been looking to buy up financial advisory groups to ensure wide product delivery channels, with much consolidation in the sector in recent times. Financial advisory ...

FOFA: Government extends soft-dollar benefit ban to non-super risk insurance

ALISON BEVEGE  |  MONDAY, 29 AUG 2011
... for all of us to pour over," he said. Financial strategist Justin Hooper of Sentinel Wealth, a non-aligned financial advisory firm, said it could not go far enough. "There should be nothing that influences an advisor at all," he said. Hooper said a banking ...