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Showing 11 - 20 of 38 results for "Premium Wealth"

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
Dealer group Premium Wealth Management has signed up three new accounting practices who are looking to add financial planning operations to their businesses. ADX Financial Planning (formerly part of Moon Cunningham and licensed through Count), Sullivans ...

PROFILE: Australian Unity PFS CEO Steve Davis

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
... Today, Davis is chief executive at Australian Unity Personal Financial Services. The company's recent bid to acquire Premium Wealth Management made the headlines; not only because the buyout fits with the current trend of consolidation among mid-tier ...

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
Premium Wealth Management has hired former IOOF audit manager to head up its compliance division. Johan Cruz managed the audit for a number of businesses, including the Lonsdale dealer group while at IOOF.A He also spent two years at Count Financial ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
... Unity Personal Financial Services (Australian Unity) retains its focus on acquisitions, entering discussions with Premium Wealth Management to acquire all of the dealer group's shares. The board of Premium Wealth Management has recommended to shareholders ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
Premium Wealth Management has appointed former Lonsdale Financial Group Justin Viney as head of network development. Viney's key brief will be to interact with accounting firms seeking to broaden their financial planning offering. He was previously ...

Premium Wealth adds QLD boutique practice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Premium Wealth Management has added Queensland-based practice Total Solutions Group to its dealer group membership base. Total Solutions Group is the advice arm of Save on Tax accounting firm and was born to service the financial and lending needs of ...

HUB24 inks deal with Premium

STAFF WRITER  |  THURSDAY, 7 NOV 2013
... administer a new white label investment and superannuation wrap offering for boutique financial advisory group Premium Wealth Management (Premium). As part of the agreement, the HUB24 platform will be branded for use by Premium's 52 advisers within 22 ...

netwealth Advice names head of operations

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
... netwealth Advice Group has appointed a new head of operations in the shape of former licensee relationship manager at Premium Wealth Management, Roz Kaye. Kaye will oversee the operations of netwealth Advice Group and its three business lines, Pathway ...

Latest Financial Standard issue available on the iPad app

MICHELLE BALTAZAR  |  MONDAY, 25 MAR 2013
... report on ethical investing, gathering the views from fund manager Australian Ethical and financial planning group Premium Wealth Management, to name just a couple of ESG investment advocates interviewed for the report. The edition also features the ...

ASIC speeds up misconduct probe

MARK SMITH  |  WEDNESDAY, 27 FEB 2013
... activity and anticipates its new enhanced market surveillance system will, in time, lead to greater efficiencies. Premium Wealth Management chief executive Paul Harding-Davis believes that the increased regulatory efficiency breeds a stronger industry. ...