Search Results | Showing 1 - 10 of 79 results for "Centric Wealth" |
| | | ... Potter co-chief executive Selvarajah said the wealth manager's focus remains on delivering high-value, client-centric wealth advice. "By partnering with a specialist provider like Praemium for administration, we're able to free up our team to ... |
| | | | ... position of general counsel and company secretary. She has held similar roles in renowned establishments such as Centric Wealth, Perpetual, and, most recently, Integrity Life. Tim Tez, chief executive of Resolution Life Australia, said: "These new appointments ... |
| | | | ... ensuring members would continue to be serviced by their existing adviser after the transfer," the spokesperson said. A Centric Wealth spokesperson said it has been closely collaborating with CFS and fund managers to ensure a smooth integration of encircle's ... |
| | | | ... their working partnership. This includes global accounting firm Crowe Australasia and wealth management leader Centric Wealth and has resulted in the business growing from a team of 50 people to nearly 3000 across 100 locations since 2008. "As one of ... |
| | | | ... manager at Findex Group, the integrated financial advisory and accounting services provider. Earlier, he worked at Centric Wealth as an investment support coordinator and at Garnaut Private Wealth as a portfolio administrative manager. Commenting on ... |
| | | | ... Powell served as interim chief executive of PHAROS Financial Group. He is also a former chief operating officer of Centric Wealth and regional chief financial officer, Australia and New Zealand of Zurich. |
| | | | ... capitalising on their passion for making a difference." McMurdo has also previously served as chief executive of Centric Wealth Management. He also led AMP's life insurance business in New Zealand, as well as the wealth manager's local marketing effo ... |
| | | | ... and investment managers." Philo was established in 2012 and has contributed to the managed account offerings of Centric Wealth, Shadforth Financial Group and IOOF. |
| | | | ... across Australia. The appointment - along with the adviser group's February appointment of Glen Castensen from Centric Wealth - are a key part of Fortnum's strategy to push for better business solutions, chief executive Neil Younger said. "Nigel's extensive ... |
| | | | Fortnum Private Wealth is welcoming a former chief executive of Centric Wealth to its ranks. Glen Castensen joins in an executive position reporting directly to Fortnum managing director Neil Younger. He was most recently a financial services consultant ... |
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