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Showing 21 - 30 of 144 results for "Centrepoint"

Diverger makes $65m bid for Centrepoint Alliance

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
With a 20% interest already under its belt, Diverger is looking to acquire 100% of Centrepoint Alliance. Yesterday, the listed advice group entered a call option deed with TIGA Trading and Thorney Holdings in respect of 19.99% of Centrepoint. This was ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... responsibility we have in helping Australian advice firms thrive with the most advanced open architecture solutions." Centrepoint Alliance's financial adviser network was among the first to access intelliflo, with the licensee forming an agreement ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Hannah; Austbrokers Life managing director Ben Donald; Australian Unity executive general manager, advice Matt Brown; Centrepoint Alliance group executive, advice Paul Cullen; Fortnum Private Wealth group chief executive Neil Younger and Synchron director ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... regional manager for South Australia and Western Australia. He joined InterPrac last year and prior to that worked at Centrepoint, Asteron and AMP in roles assisting advisers and accountants to build their businesses. Paul Griffith has been appointed ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... Australia. His previous financial services experience includes working in senior roles at Centuria Capital, Gowings, Centrepoint Alliance and AMP. Such roles included distribution and marketing lead, general manager of investment bonds and leading wholesale ...

ClearView recruits chief claims officer

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... multi-year transformation program. Part of this includes divesting its financial advice business for $15.2 million to Centrepoint Alliance. Faglioni will be responsible for developing the customer claims journey, managing regulatory and audit requirements ...

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... achieve their retirement goals." The latest development comes after ClearView divested its financial advice business to Centrepoint Alliance. It later announced it was undertaking a strategic review with a focus on maximising shareholder value. Elsewhere ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
Two Centrepoint Alliance subsidiaries have adopted Iress' advice fee consent solution. Matrix Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial ...

ClearView kicks off strategic review

KANIKA SOOD  |  FRIDAY, 3 SEP 2021
... insurance. The review, which hints at asset sales, was announced just a week after CVW sold its financial advice unit to Centrepoint Alliance for $15.2 million. CVW has net cash and investments of $374 million at June end. It raised $75 million in tier ...

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
ClearView is divesting its financial advice business for $15.2 million to another ASX-listed firm. Centrepoint Alliance will acquire ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. The ...