Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 34 results for "Central Coast"

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
... part of the acquisition. It marks EWM's fourth office, with others in the Sydney CBD, Brisbane and on the NSW Central Coast. Both EWM and Warren McHattan Financial Services are licensed by Financial Wisdom, and EWM was the founding Australian firm ...

Charity auction open for FICAP

JAMIE WILLIAMSON  |  WEDNESDAY, 27 MAR 2019
... to the 2019 Rugby World Cup in Japan for two; a three-night stay at Killcare Beach House on the New South Wales Central Coast; a front-row pass to Mercedes Benz Sydney Fashion Week; a 1999 bottle of Penfold's Grange; and a golfing master class with Paul ...

ASIC cracks down on non-compliant AFSL

JAMIE WILLIAMSON  |  MONDAY, 21 JAN 2019
ASIC has slapped additional conditions on the AFSL of an advice practice operating on the New South Wales Central Coast. Surveillance by ASIC showed HNW Planning failed to adequately monitor and supervise its representatives. Its audit processes were ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... Big Day Out roadshow which started in Queensland this month and will now travel to Bendigo, Geelong, Newcastle, Central Coast, Canberra, Wollongong, Cairns and Hobart.

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... space. Supporting this, in April of this year CountPlus advice practice Robson Partners acquired Walker & Andrews, a Central Coast accounting firm.

CountPlus appoints chief operating officer

KARREN VERGARA  |  THURSDAY, 3 MAY 2018
... acquisition as "earnings-accretive" for the group. Walker & Andrews is a complementary fit for Robson Partners in the Central Coast region, as the former does not presently engage in financial planning services, Rowe said. "To compete and succeed, the ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
... "earnings-accretive" for the group. CountPlus also said Walker & Andrews is a complementary fit for Robson Partners in the Central Coast region, as the former does not presently engage in financial planning services. Both Stephen Walker and Gerard Andrews ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
A national financial advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in ...

Fiducian grows advice business

KARREN VERGARA  |  TUESDAY, 4 APR 2017
... Fiducian manager of distribution and business development Jai Singh said one financial planner will operate on the NSW Central Coast, but did not disclose any further information about the company it is acquiring. The value of acquisitions during the ...

Wealth management firm enters retail

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
... clients wherever they live," Clarke said. Spring FG's second retail branch is expected to open at Erina, on the NSW Central Coast, by mid-2017.