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Showing 21 - 30 of 60 results for "Bridges Financial Services"

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... can only be good for their clients." MPS via Pursuit Select is available to two of IOOF's licensees, Bridges Financial Services and Consultum Financial Advisers. IOOF anticipates it will offer MPS to the broader market. MPS is fully integrated with XPLAN ...

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
... previously served for more than a decade as an alliance manager at financial planning and stockbroking firm Bridges Financial Services, before joining the FPA in 2016. Tattershall said his remit would involve travelling throughout NSW and Queensland ...

IOOF names new tech services head

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... the role, succeeding Kate Anderson who became head of business support for IOOF-owned dealer group Bridges Financial Services in December 2016. Breckon joined IOOF in 2012 and has over 20 years' experience in technical advice services, having previously ...

IOOF shifts senior staff to lead Bridges

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Bridges Financial Services will welcome two recruits in the New Year, both taking on newly-created roles. Joining the Bridges leadership team in the role of head of business support is Kate Anderson, currently head of technical services at IOOF. Anderson ...

Queensland bank sells planning business

DARREN SNYDER  |  MONDAY, 19 DEC 2016
... Friday the Queensland-based Heritage Bank sold its financial planning business to national adviser group Bridges Financial Services. According to Rainmaker Information, the deal will potentially see Bridges climb inside the top 13 planning firms nationally ...

Bridges partners for financial education

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
Bridges Financial Services has partnered with The Smith Family to help deliver a financial education program to disadvantaged high school students. The two-year, $300,000 partnership will help equip 4000 students from low-income families with money ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... said. The Gwen Fletcher Memorial Award was also presented, with the FPA honouring Cameron Obliubek of Bridges Financial Services.

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
IOOF-owned Bridges Financial Services has appointed a new chief executive with an aim to drive further growth for the dealer group. Nathan Stanton will lead the 200 financial planners operating under Bridges Financial Services. Stanton has more than ...

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
... annual non-concessional contributions cap from $180,000 per year to $100,000. Financial adviser at Bridges Financial Services John Addario welcomed the changes to the initial proposal but noted some clients would bear the cost of needing further advice ...

Industry innovation is not coming from within: Sharp

DARREN SNYDER  |  TUESDAY, 19 JUL 2016
... to disrupt the industry than organic innovation. The former co-founder of financial advice business Bridges Financial Services and former chairman of fund manager Investors Mutual, Sharp said the greatest innovations over several decades have not come ...