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Showing 231 - 240 of 288 results for "Financial Advisory"

CFA appoints Gunasingham as president

COMPANY RELEASE  |  THURSDAY, 24 SEP 2009
... the alternative assets sector. Prior to this, she held roles at AMP Private Capital, PricewaterhouseCoopers Financial Advisory Services and Macquarie Bank. CFAS has also announced Christopher Osborne, CFA, Denise Glavincevski, CFA, Chris Thompson, CFA ...

FIRSTUNITY sets up Brisbane shop

PRESS RELEASE  |  TUESDAY, 2 JUN 2009
Boutique financial advisory firm FIRSTUNITY Wealth Management has opened a Brisbane office with four financial advisers. Mario Andrado, Terry Blaser, David Lane and John Whelan were appointed executive directors of the firm's Brisbane office. "The opening ...

Finovia opts for Select

COMPANY RELEASE  |  THURSDAY, 7 MAY 2009
... new wealth management firm, Finovia Pty Limited. Finovia, a Melbourne based wealth management and strategic financial advisory business established last year appointed Select as the manager of the Finovia Portfolio Solutions. Launched on March 15th ...

PIS partners with health advisory service

COMPANY RELEASE  |  THURSDAY, 16 APR 2009
... our clients,'' said Bennetts. "I think this joint venture with Health Predictions will pioneer an addition to financial advisory services that will become the national benchmark for other groups to follow." "By providing ready access to quality specialist ...

Macquarie buys remaining Olicc shares

MICHAEL HOBBS  |  WEDNESDAY, 15 APR 2009
... sense, as the two organisations and their offerings complement each other well in driving efficiencies within a financial advisory practice," said Garrels. "While Olicc will remain a standalone solution that can be accessed without using the Coin system ...

Bell profit hit by bad markets

MICHAEL HOBBS  |  TUESDAY, 24 FEB 2009
Stock broking and financial advisory firm, Bell Financial Group, saw profit after tax fell almost 60 per cent to more than $14 million last year. The group posted more than $175 million in revenue for the 12 months to December last year, down more than ...

CommBank's 64,245 margin calls

WWW.THESHEET.COM  |  THURSDAY, 12 FEB 2009
... cycle. "We believe we have acted responsibly," said Norris. Controversy around the extent of margin loans in the financial advisory industry was illustrated in a recent 4 Corners ABC television report into the collapse of Storm Financial when an investor ...

TTR strategies need more attention

RUTH LIEW  |  THURSDAY, 22 JAN 2009
... awareness of transition to retirement strategies while many others view super as a "poor investment", according to financial advisory firm HLB Mann Judd. According to Michael Hutton, wealth management partner at HLB Mann Judd, most people are still not ...

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
US-based specialist financial advisory firm Lowenhaupt Global Advisors has set up shop in Sydney. Lowenhaupt Global Advisors, a firm that calls wealthy families its niche audience, has opened a Sydney office - the latest addition to the firm's existing ...

PIS creates NZ advice giant

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
... New Zealand (PIS NZ) and Newpark Financial Services are expected to merge and create New Zealand's largest financial advisory group with more than 250 advisers and 130 accounting firms. Robbie Bennetts, PIS chief executive, said the merger would create ...