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Showing 331 - 340 of 1010 results for "Private Wealth"

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... go above and beyond to deliver outstanding results for clients and give back to the community. Capital Partners Private Wealth Advisers (Capital Partners) Principal Kathryn Creasy took home the coveted FPA Certified Financial Planner Professional of ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
A former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, pleaded guilty to five criminal offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
Warakirri Asset Management hired from UBS for the newly created role of head of private wealth. Ben Williams was head of wholesale client coverage at the Swiss bank for over four years. He was previously national manager, retail at Lazard Asset Management ...

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
The founder and chair of a licensee will step down from executive duties at the end of the year. Fortnum Private Wealth announced that Ray Miles will retire but will continue serving as non-executive chair. He will provide counsel to the board and leadership ...

Kelly+Partners to acquire firm

ANNABELLE DICKSON  |  TUESDAY, 9 NOV 2021
The ASX-listed accounting and private wealth group is set to complete a tuck-in acquisition of a firm in NSW. Kelly+Partners is set to pay $4.4 million for the Penrith-based accounting firm with 30% due in two years. The accounting firm is expected ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
... acquired a 49% shareholding in an accounting firm Southern Cross Business Holdings. In June, it added Adelaide Private Wealth and DMCA Advisory to the fold.

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... partners already include wealth management firms, Hamilton Wealth Partners, Wentworth Securities and Collins House Private Wealth and asset managers, SG Hiscock and Blackmore Capital. As part of the deal, OpenInvest and Pinnacle have also agreed that ...

Ellerston investments chief takes board role

JAMIE WILLIAMSON  |  MONDAY, 18 OCT 2021
... organisation." Hall has been with Ellerston Capital since September 2018. He is also currently chair of the Perks Private Wealth investment committee. Prior to joining Ellerston, Hall was managing director, senior portfolio manager at BlackRock in its ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... categories are: FPA Certified Financial Planner Professional of the Year Award Kathryn Creasy - Capital Partners Private Wealth Advisers (WA) Matthew Meehan - Lifesolver Financial (NSW) Naomi Mee-Martino - Bastion Financial Group (WA) Mark O'Flynn - ...

Magellan director steps down

ANNABELLE DICKSON  |  FRIDAY, 1 OCT 2021
... from Paul's invaluable contribution. We wish Paul all the best in the future." Lewis is currently chair of NAB Private Wealth, IPScape and GWS Giants Foundation. He is deputy national chair of the Australian British Chamber of Commerce and a non-executive ...