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Showing 21 - 30 of 79 results for "Centric Wealth"

Asteron discusses alternative commission structure

DARREN SNYDER  |  FRIDAY, 29 MAY 2015
... from Suncorp-owned Asteron Life. Following recent announcements by Centrepoint Alliance, AMP, Fortnum, Findex and Centric Wealth, Asteron Life is reportedly considering a wholesale product model allowing advisers to build in commissions. Asteron Life ...

SSgA appointed to rebuild Findex investment strategy

LAURA MILLAN  |  MONDAY, 11 MAY 2015
... investment and asset allocation research. Findex's brands currently include Financial Index Wealth Accountants, Centric Wealth, Crowe Horwath Australasia, MOVO, CIVIC Financial Planning and Prescott Securities. The group's chief investment officer Kieran ...

Former Wallaby Kearns resurfaces at insurance broker

MARK SMITH  |  MONDAY, 30 MAR 2015
... director of corporate insurance broker InterRISK Australia, nine months after stepping down as chief executive of Centric Wealth. Kearns has over 10 years' experience leading financial service organisations, before taking the top job at Centric Wealth ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... Financial Index Wealth Accountants (Findex) become Australia's largest non-aligned dealer group after acquiring Centric Wealth and Crowe Horwath. IOOF acquired SFG Australia and CUA Financial Planning, Clearview took over Matrix Planning Solutions and ...

Centric Wealth appoints QLD operations manager

ALEX BURKE  |  THURSDAY, 5 FEB 2015
Celia Carroll has been appointed manager of Centric Wealth's Queensland group. Prior to Findex-owned Centric, which she joined in 2004, Carroll held positions at Horwath, Permanent Trustee, and Godfrey Pembroke. "[Celia's] depth of experience and local ...

Centric selects Maverick Capital for $50 million allocation

ALEX BURKE  |  FRIDAY, 30 JAN 2015
Findex-owned Centric Wealth (Centric) has invested $50 million in international equities with Maverick Capital following a global equity manager review, it announced today. Maverick Capital, based in the US, was founded in 1993 and has over $9 billion ...

Centric Wealth adds Vinva to Australian equity portfolio

MARK SMITH  |  MONDAY, 1 DEC 2014
Wealth management firm Centric Wealth has added Vinva Investment Management to manage $100 million of its Australian Equities portfolio through the launch of the Australian Equities Extension Fund. The fund invests all of its assets in the Vinva Australian ...

Anne Street Partners beefs up risk and compliance

MARK SMITH  |  MONDAY, 24 NOV 2014
Financial planning and advice firm, Anne Street Partners, has appointed a legal expert from Centric Wealth. Lisa Hayes joins the company as general counsel and head of legal, risk and compliance. In this role she will be responsible for developing ...

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
From modest beginnings with no precedent to rely on, Paul Crowne, principal adviser at Centric Wealth, is today one of the leading proponents of managed accounts in a business that looks after $5 billion of client portfolios using MAs. Crowne is the ...

Crowe Horwath and Findex in acquisition talks

LAURA MILLAN  |  WEDNESDAY, 4 JUN 2014
... signed a process agreement to buy all of its shares. This would be Findex's second acquisition after it bought Centric Wealth in January 2013. The two organisations have signed a process agreement for the period to July 30, 2013, during which Findex ...