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Showing 11 - 20 of 62 results for "Bridges Financial"

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which was part of Bridges Financial Services, rebranded in late April when it became an authorised representative of Fortnum Advice. Fortnum has some 230 ...

IOOF licensees to take remedial action

JAMIE WILLIAMSON  |  MONDAY, 26 APR 2021
IOOF will take remedial action to address deficiencies identified by ASIC within Bridges Financial Services and RI Advice Group. During surveillance in December 2020, ASIC found 15% of client files from Bridges and 17% of files from RI Advice contained ...

Dealer group GM exits

JAMIE WILLIAMSON  |  THURSDAY, 18 MAR 2021
... its major licensees has been made redundant. Jason Kriss was general manager of alliances and distribution at Bridges Financial Services, a role he held for some time. A spokesperson for IOOF confirmed Kriss' departure last week, while also confirming ...

IOOF to spend big on BOLR

KANIKA SOOD  |  THURSDAY, 25 FEB 2021
... on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services. At its half year results yesterday, IOOF reported an expected BOLR spend of $15 million to $20 million for departing ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... which included 12 years at AMP, two years at Australian Unity and six years as head of practice development and Bridges Financial Services. "I have chosen to seek out new challenges and career pathway, so I bid Lonsdale a fond farewell," Stephen said ...

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
... manager. Karas had been with the AFA for almost two years, joining the association after a 20-year career with Bridges Financial Services. Garrard was previously learning and development manager at Aon Hewitt, where she spent more than eight years. Prior ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
Bridges Financial Services will take over the financial planning business of a 140-year-year old bank. Following a comprehensive review, IMB Bank has announced it will sell its financial planning business to Bridges, effective May 1. The sale sees Bridges ...

New role for former ClearView executive

HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
... ClearView, including as head of partner support. Earlier, he was a financial planning business support manager at Bridges Financial Services. Crescere partners with accountants to provide planning advice to their clients. Rather than doing so on a client ...

Dealer group acquires bank advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
An IOOF-owned dealer group has acquired Bendigo and Adelaide Bank's financial planning business. Bridges Financial Services has entered into a strategic partnership with the bank that will see Bridges take ownership of Bendigo and Adelaide Bank's ...

Fintech expands team for ongoing growth

JAMIE WILLIAMSON  |  WEDNESDAY, 27 FEB 2019
... 120% over the last 12 months and expects the trend to continue, adding four new team members to assist. Former Bridges Financial Services head of stockbroking Nick Avery joined the business as head of equity solutions. He will be responsible for driving ...