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Showing 11 - 20 of 144 results for "Centrepoint Alliance"

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... 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 advice ...

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
... 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
... 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, with Perrett ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... 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 is the founder of ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
Centrepoint Alliance is working to launch a new, "competitively priced" IDPS and superannuation platform, a strategic initiative outlined as it posts $140.5 million in gross revenues for 1H24 and $4.9 million in profits. Centrepoint said it has partnered ...