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Showing 11 - 20 of 21 results for "Wealth Enhancers"

Wealth Enhancers appoints investment specialist

HARRY PAGE  |  THURSDAY, 23 JAN 2014
Wealth Enhancers have strengthened its leadership team with the appointment of former Business Spectator and Markets Spectator editor Kirstie Spicer. Prior to her work as an editor, she worked for Dixon Advisory as an investment advisor. Spicer said ...

FoFA changes, an improvement to advice businesses

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
... Hush said. Young people and accumulators prefer to pay a flat fee rather than ongoing commissions, a trend that Wealth Enhancers managing director Sarah Riegelhuth has also detected in her business. "The young professionals that we work with want a clear ...

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
... "Scalability is always an issue in an off-platform environment," he said. However, Finn Kelly, chief executive of Wealth Enhancers said that in his experience, going off-platform did not always equal higher staffing and administration costs and the ability ...

Admin costs rise four-fold off-platform: research

ALICE URIBE  |  THURSDAY, 28 MAR 2013
... the distraction and the time spent dealing with administrative fires." However, Finn Kelly, chief executive of Wealth Enhancers said that in his experience going off-platform did not always equal higher staffing and administration costs and the ability ...

Wealth Enhancers boosts team with AFL talent

LAURA MILLAN  |  FRIDAY, 1 MAR 2013
Financial advice firm Wealth Enhancers is focusing on working out a financial plan for professional athletes and has employed ex-footballer Ben Warren as relationship manager within the Sports and Entertainment department. Warren is also a finance student ...

Financial Standard names FS Smileys finalists

STAFF JOURNALIST  |  FRIDAY, 9 NOV 2012
... former adviser Baz Gardner (@socialadviser) and Association of Financial Advisers' board member and co-founder of Wealth Enhancers Sarah Riegelhuth (@sarahriegelhuth). Michelle Baltazar (@michellefinstd), Head of Media & Publisher of Financial Standard ...

Wealth Enhancers appoints risk insurance adviser

MARK STORY  |  MONDAY, 22 OCT 2012
Former Zurich high flyer, Belinda Sirio joins fast-growing boutique firm Wealth Enhancers as their first dedicated risk insurance adviser. Building on the specialist model the firm has embraced from day one, CEO Finn Kelly said: "Belinda is an excellent ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
Synchron's Melbourne-based private wealth management firm, Wealth Enhancers is recruiting for their new Sydney-based boutique office to be headed by former UBS equity trader Wade Tink. Tink, a graduate of Synchron's NextGen program, left UBS to join ...

Unlocking the door to adviser education

RACHEL DAVIS  |  TUESDAY, 25 OCT 2011
... award went to Finn Kelly, the 26 year old chief executive and founder of Victorian based financial advisers, Wealth Enhancers. Accepting his award, Kelly acknowledged the tough competition he had faced from his fellow nominees and urged delegates to ...

Planners make their budget wishes

ALISON BEVEGE  |  TUESDAY, 10 MAY 2011
... $100,000 for those aged over 50 and $50,000 for those aged under 50. Finn Kelly, financial planner at advisory group Wealth Enhancers, agreed, saying the contributions cap should be $100,000 for all those aged over 50, not just those with less than $500,000 ...