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Showing 1 - 10 of 100+ results for "New South Wales"

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI Newcastle and Lower Hunter, a representative ...

UniSuper net zero efforts accelerated

JAMIE WILLIAMSON  |  TUESDAY, 12 OCT 2021
... Macquarie Place and Malvern Shopping Centre. This is equivalent to the energy consumption of nearly 1000 houses in New South Wales, AMP Capital said. The deal will make a significant dent in UniSuper's plans to achieve carbon neutrality in its direct ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... analysis of ASIC Financial Advisers Register, Fiducian currently has 78 authorised representatives, spread across New South Wales (34), Victoria (18), Tasmania (10), Queensland (5), Western Australia (4) and the ACT (7). Fiducian Financial Services chair ...

ESG investing 2.0 emerges

KARREN VERGARA  |  THURSDAY, 7 OCT 2021
... triggers. "Starting locally in Australia, it really kicked off with what we call the Black Summer bushfire event in New South Wales and Victoria and led to 46 million acres of fire damage, followed by some of the worst floods we've seen in some time," ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... sixth acquisition for Focus in Australia, which most recently took on the George Ferizis Group based in Bankstown, New South Wales. Queensland advice firm Aspiri Financial Services, which joined the group in April, was the fourth acquisition. Chartered ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... share stories that demonstrate the financial, behavioural and emotional value that their advice has provided. The New South Wales winner was Terry Johnson from Keyman Financial Services based in Parramatta. "Not only has he administered pro bono claims ...

Charter Hall Direct bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
... investments at Australian Unity Wealth. Mark Weingarth has taken on the role of state distribution manager for New South Wales from Macquarie Group where he was head of managed accounts and digital portfolio management. He also spent over five years ...

Australian Unity Property hires from AMP Capital

ANNABELLE DICKSON  |  WEDNESDAY, 29 SEP 2021
... purchasing Greengate Partnerships, a provider of boutique retirement villages with operations in Queensland and New South Wales for $65 million.

AustralianSuper ups stake in WestConnex

KARREN VERGARA  |  MONDAY, 20 SEP 2021
... The Sydney Transport Partners (STP) consortium purchased the remaining 49% interest or $11.1 billion from the New South Wales government, adding to its initial stake of 51% it acquired three years ago. AustralianSuper head of infrastructure Nik Kemp ...

Mason Stevens grows distribution team

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... the boutique after a long career at Macquarie Group. Andrew Vong joined Mason Stevens as a sales director for New South Wales and Queensland in a newly created role. Vong spent over 13 years at Macquarie, starting out as a client account manager before ...
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