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Showing 241 - 250 of 526 results for "Tasmania"

Fiducian acquires practice, launches impact fund

LAURA MILLAN  |  TUESDAY, 3 NOV 2015
Fiducian Group will acquire a financial planning business in Tasmania with $55 million in funds under advice. The business will merge with Fiducian's existing operation in Tasmania and will be sold for $1.35 million funded by excess cash. The acquisition ...

BlackRock adds to distribution team

STAFF WRITER  |  TUESDAY, 29 SEP 2015
... and Leila Romanos will support McDermott in looking after clients in Western Australia, South Australia, Victoria and Tasmania.

Are Australians money dumb about savings?

DARREN SNYDER  |  THURSDAY, 24 SEP 2015
... performing state overall was the Australian Capital Territory with a 60% average score. The worst performing state was Tasmania with an average of 52%.

Tasplan and Quadrant to use Acurity software

DARREN SNYDER  |  TUESDAY, 11 AUG 2015
Tasplan and Quadrant will use superannuation software provider Financial Synergy and its Acurity administration program when the funds finalise their merger in November. The move will also help prepare Tasplan and Quadrant for a potential merger with ...

Tasplan and RBF to merge

DARREN SNYDER  |  THURSDAY, 30 JUL 2015
... Treasurer Peter Gutwein today. In the letter Scullin outlines the single super fund will replace RBF as the default fund for Tasmania's public sector employees and support the growth of the financial services industry in Tasmania. The letter said the ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom. LFPS was established in 2004, services over 2,000 clients and has ...

Eslake consultancy up and running after leaving BoA

LAURA MILLAN  |  TUESDAY, 30 JUN 2015
... to take a role at National Australia Bank (NAB) as group executive of finance and strategy. "I wanted to move back to Tasmania and keep on writing things, going to corporate conferences, doing public speeches and consultancy work for private clients," ...

Tassie RBF awards GAM $100m mandate

MARK SMITH  |  WEDNESDAY, 24 JUN 2015
The Tasmanian public sector superannuation fund, the Retirement Benefits Fund (RBF), has invested $100 million in the GAM Absolute Return Bond Defensive Fund. GAM's unconstrained bond strategy is a "go-anywhere" bond fund which, via the use of derivatives ...

Sydney house prices up 5-times national average

STAFF WRITER  |  TUESDAY, 23 JUN 2015
... average home price value varies considerably across states with NSW having the highest average values at $712,000 and Tasmania having the lowest at $310,000 noting capital city average values are higher than their state averages. The price index movements ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 19 JUN 2015
... distribution head - David Glascott has joined Prime Value from Investors Mutual, where he was state manager for Victoria, Tasmania and Western Australia.