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Showing 21 - 30 of 38 results for "Premium Wealth"

Advisers leaving out ESG

BEN COLLINS  |  TUESDAY, 4 DEC 2012
... people would be interested if their adviser just told them about it, said Paul Harding-Davis, chief executive, Premium Wealth Management. "I often hear in the adviser community that there is no demand for ESG investments, but this is a mater of advisers ...

New funds on Emerald Wrap

BEN COLLINS  |  WEDNESDAY, 14 NOV 2012
... responsible investing more attractive to Australians. The platform has received early success with support from Premium Wealth Management, Sentry and Dover Financial Advisers, it said in a statement. "We find that most managers now understand the need ...

Premium Wealth eyes-off QLD and WA

BEN COLLINS  |  TUESDAY, 13 NOV 2012
... want flexible business models from dealer groups, which will allow them to keep control of their businesses, said Premium Wealth Management. Premium Wealth Management recently signed its third Queensland practice for the year, Boston Private Wealth ...

Premium adds new practice to dealer network

LINDA HAUSKEN  |  TUESDAY, 25 SEP 2012
Premium Wealth Management has made another addition to its dealer group network with Queensland-based Platinum Wealth Management joining its ranks and plans to continue to push for more firms to join its network. Premium's new addition brings the number ...

Premium Wealth creates accountant licensing program

LINDA HAUSKEN  |  THURSDAY, 23 AUG 2012
Premium Wealth is in process of finalising an accountant licensing program that it claims will increase the uptake of advice and advance the professional status of financial planning. The new program will offer accountants the three tiers of licensing ...

Premium acquires stake in the Emerald Club

LINDA HAUSKEN  |  WEDNESDAY, 18 JUL 2012
Financial planning group Premium Wealth Management has taken a 25% stake in the Emerald Club as part of a strategic alliance with the responsible investment solutions group. The alignment reflects strong philosophical agreement between the two groups ...

Premium Wealth adds new practice to dealer network

ELISE BURGESS  |  WEDNESDAY, 25 JAN 2012
Premium Wealth Management has made another addition to its dealer group network with Pearman Financial Management joining its ranks and plans to continue to push for more firms to join its network. Pearman, a risk insurance-focused firm since 1999 ...

Consolidation creating conflict between product and advice

RACHEL DAVIS  |  THURSDAY, 1 DEC 2011
Independent financial planning group, Premium Wealth Management, has said that while it is confident about the future of independent financial advice, it fears consolidation in anticipation of the FOFA reforms is creating a conflict of interest between ...

Premium appoints former Aust Ethical sales head

MICHELLE BALTAZAR  |  MONDAY, 11 APR 2011
Premium Wealth Management has named Paul Harding-Davis, previously the head of sales and marketing at Australian Ethical Investment, as general manager. Harding-Davis will start later this month and takes over the role vacated by Jeremy Wardell, who ...

Countplus loses senior exec to Premium

ELISE BURGESS  |  TUESDAY, 8 FEB 2011
... and integrations manager and interim chief executive, Jeremy Wardell, has left the firm, taking the top job at Premium Wealth Management as chief executive. The independently-owned financial planning group said Wardell will focus on growing the group ...