Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 47 results for "Consultum"

Consultum chief joins new firm

ELIZABETH MCARTHUR  |  TUESDAY, 24 AUG 2021
The former chief executive of IOOF-aligned Consultum Financial Advisers has found a new role. Joe Botte joined boutique dealer group ASVW Financial Services (ASVWFS) as executive director. "Joe is a very committed and effective executive with an extensive ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... Register shows. Morgans Financial (470), Synchronised Business Services (434), Charter Financial Planning (421) and Consultum Financial Planning (383) were included in the top 10 largest licensees. Consultum is part of the newly merged IOOF group. It ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... June 3 shows that the number of advisers dropped to 19,922, according to ASIC's Financial Adviser Register. IOOF's Consultum Financial Planning is the largest dealer group with 385 advisers.

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... that there are currently 2144 active AFSLs. This is compared to 2175 this time last year, then home to 22,307 advisers. Consultum Financial Planning, which is part of IOOF, saw a net addition of 188 advisers to the group during the period, bringing its ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... The ASIC Financial Adviser Register shows he ceased in October 2018. Most recently, he was authorised by IOOF's Consultum Financial Advisers. Prior to that he spent more than a decade as an authorised representative of Meritum. Pavlidis' LinkedIn ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
... Alliances and will be led by Millennium3 chief executive Helen Blackford. The second group will comprise RI Advice and Consultum Financial Advisers and will be led by RI Advice chief executive Peter Ornsby. Ornsby will also lead Financial Services Partners ...

IOOF fund operations lead departs

JAMIE WILLIAMSON  |  THURSDAY, 22 OCT 2020
... Shadforth's Terry Dillon will remain in the current roles. A spokesperson for IOOF could not confirm whether current Consultum chief executive Joe Botte, FSP head Geoff Kellett or Lonsdale chief executive Mark Stephen will remain with the licensees or ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... Alliances and will be led by Millennium3 chief executive Helen Blackford. The second group will comprise RI Advice and Consultum Financial Advisers and will be led by RI Advice chief executive Peter Ornsby. Ornsby will also lead Financial Services Partners ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... 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, including ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
Consultum Financial Advisers recognised excellence in financial advice by revealing its 2016 award winners. Announced at the company's annual conference in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required ...