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Showing 21 - 30 of 36 results for "Consultum Financial"

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... 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 total to ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... 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 profile ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
... 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 until ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... 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 until ...

IOOF expands managed accounts offering

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

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 ...

Botte replaces Sheehan as My Adviser managing director

MARK SMITH  |  THURSDAY, 3 JUL 2014
Consultum Financial Advisers chief executive Joe Botte has been appointed managing director of My Adviser following the resignation of Philippa Sheehan after almost 10 years with the company. The changes at the two IOOF-owned firms were confirmed by ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... Aon Hewitt Financial Advice, Suncorp Financial Planning, Lonsdale Financial Group, Infocus Money Management, Consultum Financial Advisers, Industry Fund Financial Planning and Capstone Financial Planning. Former investment consultant, Lukasz de Pourbaix ...

Consultum adds six advisers

COMPANY RELEASE  |  THURSDAY, 27 AUG 2009
Consultum Financial Advisers has added six new authorised representatives to its business since the start of the new financial year. In New South Wales, Consultum has appointed Ryan Porter from Wealth Selector, Justine Colvin (Flight Centre Moneywi$e) ...

Consultum pumps $1m into tech

RUTH LIEW  |  MONDAY, 17 NOV 2008
Consultum Financial Advisers is investing more than $1 million into the development of its software program to help give advisers the edge in today's bear market. The decision to pump dollars into its software program stems from the firm's focus to ...