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Showing 11 - 20 of 79 results for "Centric Wealth"

Stanford Brown hires former Philo Capital CIO

ALEX BURKE  |  WEDNESDAY, 3 AUG 2016
... also currently a director at Third Link Investment Managers and Pluton Holdings. Prior to Philo, he was chair of Centric Wealth's asset allocation and portfolio construction committee, chief executive at Investing 101, a co-founder of Tribeca Learning ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
... included an analyst who previously worked at Platinum Asset Management and a sales executive who was previously at Centric Wealth. Among Altair's clients outside of dealer groups are Australian-based family offices and high-net worth (HNW) investors. ...

NAS searching for new EGM

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
... Andrew Mehrtens as an associate director business development. Mehrtens was previously a key account manager at Centric Wealth, a subsidiary of Findex. NAS is Australia's largest custodian with about $793 billion in assets under custody. Its most recent ...

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... across to all businesses in the group. Under the new model, Findex businesses including Crowe Horwath accountants, Centric Wealth, Financial Index Wealth Accountants, Prescott Securities, CIVIC Financial Planning and the MOVO online investment advice ...

Findex hires head of risk from Macquarie

MARK SMITH  |  TUESDAY, 6 OCT 2015
... Findex announced a transition to completely commission-free insurance product across the group, commencing with the Centric Wealth and Financial Index Wealth Accountants. The first commission-free product was sourced through the BT Group and introduced ...

Findex appoints former ANZ exec

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
... wealth firm Martin Goodrich & Associates. It also announced that life insurance policies recommended through its Centric Wealth and Financial Index Wealth Accountants subsidiaries will be commission-free.

Fitzpatricks growth burst all part of the plan

ALEX BURKE  |  FRIDAY, 7 AUG 2015
... to chief executive John Woodley. The past month has seen IOOF-aligned Main Street Financial Solutions and former Centric Wealth adviser Alisa Honeyman move to Fitzpatricks. Speaking to Financial Standard, Woodley said, "I don't think you're ever not ...

Findex life insurance goes commission-free

ALEX BURKE  |  MONDAY, 20 JUL 2015
Findex's Centric Wealth and Financial Index Wealth Accountants divisions will now only recommend commission-free life insurance policies. As per the recommendations provided by the Association of Financial Advisers (AFA), Financial Planning Association ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... of a client's financial affairs is one Findex is pursuing across our Australasian network through Crowe Horwath, Centric Wealth and our other brands." At the same time as Findex's acquisition, advice and accounting firm ESV Accounting and Business Advisors ...

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
... being replaced by State Street Global Advisors (SSGA) to provide portfolio construction services for key client Centric Wealth. Philo had a fixed-term contract with Centric which ended around May. Parent group Findex (which acquired Centric in 2014) ...