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Showing 11 - 20 of 27 results for "Profile Financial"

Former UBS Wealth exec joins Centrepoint

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... Benbow said. "Brendon understands the drivers of value for adviser groups, having led some of Australia's highest-profile financial advice teams over the past decade. "He also brings a track record of delivering successful outcomes for shareholders by ...

New board member at EQT

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
A high profile financial adviser has joined EQT Holdings, appointed as a non-executive director to its board. Catherine Robson, who founded Affinity Private, has joined the EQT board. Robson began her career at Macquarie and founded boutique wealth ...

Industry veteran arrested

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
A high-profile financial services veteran was arrested at Sydney airport this morning. Sir Ron Brierley was arrested and charged this morning after allegedly being found in possession of child abuse material. After a search of carry-on luggage, the ...

Advice group chief executive to depart

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
The long-serving chief executive of a boutique financial advice group will exit the business next month. Profile Financial Services has confirmed the resignation of its chief executive Sarah Abood. Abood first took leadership of the privately-owned ...

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
A boutique financial advice group has acquired a Parramatta-based firm focused on risk advice. Profile Financial Services has acquired Orion Financial Group, a risk-focused advice practice established 35 years ago in Parramatta. The Orion Financial ...

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
The corporate regulator has banned high-profile financial adviser Sam Henderson, whose inappropriate financial advice was laid bare the in Royal Commission public hearings last year. The Sydney-based adviser was banned from providing financial services ...

Former JPMAM executive joins boutique advice group

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... relocating to regional New South Wales for a new role with a boutique AFSL. Stephen Alcorn has joined privately-owned Profile Financial Services as an associate financial adviser in its Mudgee office. Alcorn led JPMAM Australia's institutional business ...

FPA finds Sam Henderson guilty

KANIKA SOOD  |  THURSDAY, 11 OCT 2018
High profile financial adviser Sam Henderson has been found guilty of nine of 10 alleged breaches of the Financial Planning Association of Australia's code of professional practice. The determination was delivered this afternoon by the FPA's ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
A privately-owned AFSL has acquired the financial advice business of a GROW Super co-founder. Profile Financial Services confirmed it has bought the client book of Churpa Wealth, the advice firm established by GROW Super co-founder Mathew Keeley in ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... rural Australians," Kewin said. Senior financial adviser Louise Scifleet recently sold her Mudgee business to Profile Financial Services. Having spent the last 13 years serving the local community, Scifleet's is one of only five practices in the ...