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Showing 1 - 10 of 59 results for %22Madison Financial Group%22

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... - comprising Diversa Trustees, Tidswell Financial Services and CCSL for $45 million. It also took over Madison Financial Group from PHAROS Financial Group (which is now owned by Clime Investment Management). In 2019, Sargon announced plans to provide ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
Madison Financial Group's acquisition of three businesses in the 2023 financial year drove a 12% increase in revenue to $15.4 million. MTIS Wealth Management, Investment Strategists Accounting Services and Ralton Asset Management helped boost the ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
Madison Financial Group has joined forces with Godfrey Pembroke's Practice Development Group (PDG), consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks. Madison ...

ASIC bans former Madison adviser

CASSANDRA BALDINI  |  TUESDAY, 6 JUN 2023
... surveillance of the former adviser looked at client files from his time as an authorised representative of Madison Financial Group. Following the ASIC investigation, Vick will not be able to provide financial services, perform any function involved in ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June 2022. It also reported, Madison Financial Group's revenue of $1.4 million is "broadly in line" with the pcp but was affected by higher costs of doing business. ...

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
... in November and report to Fortnum's head of practice engagement and growth Rob Skinner. He joins from Madison Financial Group where he was national practice manager. Before that, he was a senior financial adviser at Sydney-based advice firm, Hunter Wealth ...

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
... private wealth business, with the latter's licensing and administration support to be provided by Clime's Madison Financial Group. Clime's existing financial reserves will fund the purchase. "The acquisition of MTIS fits into Clime's strategy to create ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... period. IMAs and SMA assets stood at $1.4 billion. Total funds under management rose 6% to $5.4 billion Madison Financial Group saw funds under advice reach $4 billion in the six months, flagging that it is seeing an uptick in the number of financial ...

Madison delivers for Clime one year on

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
One year after it was acquired, Madison Financial Group has helped boost the performance of parent company Clime Investment Management. Madison, which Clime acquired in June 2020, contributed $3.6 million to the group's FY21 revenue. Madison now has ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Madison Financial Group has appointed a former financial adviser as its new national practice manager. Jason Gapps joins Clime Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known ...
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