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Showing 11 - 20 of 164 results for "Centrepoint"

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... with 289. Overall, AMPFP is the largest with 857 advisers. Meanwhile, the fastest-growing groups were Lifespan and Centrepoint Alliance, which each experienced growth of 36% in adviser numbers. Morgans Financial is the largest provider of superannuation ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... experience in practice development roles, including at Wilsons Advisory and Stockbroking, BT Financial Group, and Centrepoint Alliance, Ross said she felt that rising to more senior corporate roles meant less direct impact on day-to-day client outcomes. ...

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... the advice sector. He noted that this shift has led to the emergence of new players, such as Entireti, Count, and Centrepoint Alliance, effectively replacing the "big six." "We're seeing some big licensees come through off the back of the big six essentially ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
Centrepoint Alliance head of research Daniel Stojanovski has been appointed chief investment officer of Ventura Funds Management, the dealer group's asset management arm. As investment chief, Stojanovski will focus primarily on the investment management ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
Centrepoint Alliance has launched the IconiQ investment platform, developed in partnership with FNZ, to provide advisers with both an Investment and Super Wrap solution. Centrepoint said the Investment Wrap is a comprehensive investment account designed ...

Centrepoint profit jumps, grows advisers

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
Centrepoint Alliance has reported a 20% increase in EBITDA for FY24 of $9.1 million and NPAT of $7.8 million, up $1.5 million from FY23. Gross revenue across the network of licensed financial advisers and self-licensed firms increased by 6% to $288 ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... high-net-worth individuals. Sydney-based founder and partner Roger Perrett set up Freshwater Wealth, which is licensed by Centrepoint Alliance, and is joined by partners and financial advisers Jon Harris and Dean Fuchs. The three are former Westpac advisers ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... resolutions. The executives railed against the share portfolio assertions, which Jones and Glennon argued that excluding the Centrepoint Alliance investment, Sequoia has lost close to $1.4 million dollars in trading activities. Jones and Glennon, who ...