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Showing 21 - 30 of 146 results for "Centrepoint"

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... AFSL but likely due to its acquisition of E.L. & C. Baillieu. However, over 12 months Ords lost advisers and it is Centrepoint Alliance that has had the most advisers join since last July at 61. Finally, there was a total of 128 new AFSLs with at least ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
Diverger's bid for Centrepoint Alliance does not reflect the company's strategic value, the latter's board has determined. Diverger handed Centrepoint a non-binding indicative offer last Thursday, offering about $65 million for 100% of the company's ...

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 ...