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Showing 11 - 20 of 21 results for "Western Pacific"

Snowball rolls up three advice practices

MICHAEL HOBBS | THURSDAY, 7 FEB 2008

... year. The agreement means financial planners retain ownership of the business. However Snowball Group, under the Western Pacific licence, will gain a proportion of the practices revenue stream for fifty years. The purchase was funded using cash and Snowball ...

Snowball to snap up Western Pacific

KATE HAGE | WEDNESDAY, 23 AUG 2006

... Snowball has announced it plans to complete the purchase of Western Australian based financial planning group Western Pacific Financial Planning, a move which comes after Snowball acquired an initial stake last year. Under the new merged entity, McDonald ...

True high conviction means big positions: Peters MacGregor

HAMISH MADDEN | FRIDAY, 16 JUN 2006

... $10,000 through its addition to Macquarie Wrap, building on a successful retail feeder version of the fund for Western Pacific. "We're taking it to financial planners now, telling them what we do," said Craigie. But if a truly long-term high conviction ...

PetersMacGregor launches fund based on its IMA

IMA operator PetersMacGregor has partnered with Western Pacific to launch a managed fund based on the IMA it has been running since 1999. James Craigie, chief executive of PetersMacGregor, said while transitioning from IMA to managed fund may seem an ...

Toorak-based adviser group buys FMPG

Independently owned financial services dealer Western Pacific Financial Group (Western Pacific) has doubled its business size by acquiring Melbourne-based dealer group Financial Management Professionals Group (FMPG). Together with FMPG, the Toorak based ...

Art of giving high on the agenda

... starting, maintaining and supporting a particular philanthropic vehicle for their clients. Ivan Ang, an adviser from Western Pacific Financial Group, suggested that financial planners may also consider a partnership with an expert in the field. "Unless ...

Western Pacific and Asgard wrap up small investors

Western Pacific Financial Group together with its administrative platform partner Asgard has launched an electronic wrap account for small investors. Suited for client account balances of $85,000 or less, the WP Foundation eWrap will provide those investors ...

Western Pacific snowballs

Western Pacific Investments has taken a 9 per cent stake in the Snowball group acquiring over 5.3 million shares in Snowball's recent placement. The 9 per cent deal was undertaken in agreement with Snowball. Western Pacific Investments chairman and ...

Western Pacific buys more of MMC and Select

Adviser group Western Pacific has increased its stake in MMC Asset Management (MMC) and Select Asset Management (Select) with its next strategic move aimed at the insurance sector. Through its venture capital vehicle, Western Pacific Investment, the ...

Financial planning group wraps deal with ASGARD

... acquiring major clients over the last year. Recent client acquisitions by ASGARD include financial services group Western Pacific, PeopleSoft Australia and Moran Health Care.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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