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Showing 11 - 18 of 18 results for "Wealthwise"

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... finalists are Felicity Cooper of Cooper Wealth Management, Tracey Ferguson of Ferguson Financial Planning, Dawn Thomas of Wealthwise, and Tabitha Tworek of Insight Wealth Planning. AFA chief executive Philip Kewin said the award also promotes the broadening ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... This was followed by the acquisition of; the Pride Group, LFPS FLP, Wise Planners, and Harvest Wealth in 2015; RIT, Wealthwise, Priority Advisory Group, Sterling Planners, Logiro, and On-Track in 2016; and MTP, P&P, and FHM in 2017. AZ NGA confirmed ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Planner AFP of the Year Award Cody Harmon, Meridian Wealth Management Tim McLaughlan, Elston Private Wealth Paul Turner, Wealthwise FPA Paraplanner of the Year Award Cynthia Sercombe, Tupicoffs Shayne Sommer, Shadforth Financial Group Future2 Community ...

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
AZ Next Generation Advisory has acquired its third CBA-aligned practice. Wealthwise was established in 1986 by Jamie and Sheila Luxton, has $380 million in funds under advice and employs 32 staff, including 14 advisers, six paraplanners and nine client ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
... improving consumer confidence in our profession," he said. The other finalists were Harvest Wealth's Lyn Heaysman, Wealthwise's Joseph Hoe, Powe Financial Advice's Karen Walmsley, Tilea Wealth's Tim Hall and Jawad Ahmad from Morgan Stanley. The association ...

FPA Future2 award goes to Kathy Havers

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
... Australians," FPA chief executive Mark Rantall sid. Runners up include Western Australia State Winner Joseph Hoe from Wealthwise and New South Wales State Winner William Johns from Health and Finance Integrated.

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... The winning advisers, who were selected from 50 entrants from Financial Wisdom practices, included: A, Gus Sadri from Wealthwise - Post-Retirement and Management A, Christopher Heppingstone from Lifetime Financial Group - Behavioural Change A, Rebecca ...

Financial Wisdom names its best

COMPANY RELEASE  |  WEDNESDAY, 2 DEC 2009
Wealthwise has won the Financial Wisdom 2009 Practice of the Year for the second year running and Adam Watts was awarded Rising Star of the Year. The West Australian-based financial planning firm won the award based on a number of categories including ...
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