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Showing 311 - 320 of 563 results for "Joe"

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... Christian Egan from BFF Financial in NSW were both awarded the High Achiever of the Year award. Chief executive of Consultum Joe Botte said: "We're proud to have such a great network of advisers who are focussed on delivering professional excellence ...

Aspen Group appoints new CEO

ALEX BURKE  |  THURSDAY, 29 SEP 2016
Property investment manager Aspen Group has appointed a new chief executive. Joel Cann joins Aspen from AMB Capital Partners, where he was the founding managing director; like Aspen, AMB focused on property investment via 360 Capital Property Group ...

IFM appoints two business development directors

ALEX BURKE  |  TUESDAY, 13 SEP 2016
IFM Investors has appointed two business development directors for the North American region. Joe Tremblay joins IFM from Talara Capital Management, where he was director of marketing. He has also held roles at Alternative Access Capital and New Stream ...

UBS Microcap fund added to Macquarie Wrap

MARK SMITH  |  MONDAY, 25 JUL 2016
The UBS Microcap fund has been approved for inclusion on all the menus on adviser platform Macquarie Wrap. Established only 18 months ago, the UBS Microcap Fund gives investors access to an actively managed, diversified portfolio with some of the fastest ...

Class launches SMSF benchmark report

DARREN SNYDER  |  TUESDAY, 12 JUL 2016
Cloud-based SMSF administration software provider Class is launching a quarterly industry benchmark report so that customers and industry participants have better access to key metrics in the sector. In an announcement to the ASX, Class said it will ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and ...

CFSGAM makes two senior appointments

KERRIE SYDEE  |  FRIDAY, 3 JUN 2016
... James Crawford has joined CFSGAM in the role of global head of investment solutions, based in Sydney Crawford will report to Joe Fernandes, head of global solutions. Crawford joins CFSGAM from Wellington Management where he held the role of investment ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
A former Guardian Advice practice has joined non-institutionally owned dealer group, Fortnum Financial Advisers. Griffin Financial Services joined the group following Guardian's decision to exit financial planning in late 2015. The Sydney-based practice ...

ANZ makes two senior advice appointments

ALEX BURKE  |  THURSDAY, 21 APR 2016
... we will begin the recruitment process for the chief executive of RI Advice over the coming weeks." ANZ has also appointed Joe McGrath, previously ANZ Wealth head of network sales, as ANZ Wealth state manager, Victoria and Tasmania. He has held other ...