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Showing 21 - 30 of 135 results for "Professional Investment Services"

Centrepoint debuts brand realignment

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... Advisory Practices will be renamed Centrepoint Alliance Licensee Solutions; Alliance Wealth and Professional Investment Services will become Centrepoint Alliance Financial Advice; and Centrepoint Alliance Lending and Centrepoint Alliance Premium Funding ...

ASIC accepts EU from Victorian adviser

HARRY PAGE  |  THURSDAY, 11 DEC 2014
... Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from former Professional Investment Services (PIS) representative Seamus O'Brien. O'Brien previously traded as Cambridge Financial Planning in South Yarra before ...

Centrepoint Alliance returns to growth

MARK SMITH  |  MONDAY, 25 AUG 2014
... and increased market share. Within the group's wealth division, which includes advice business Professional Investment Services, cost efficiencies were off-set by a 10% fall in revenue but the company also made a number of investments in new capabilities ...

ASIC puts an end to PIS monitoring program

LAURA MILLAN  |  TUESDAY, 29 JUL 2014
The adviser monitoring program for Professional Investment Services (PIS) has concluded with the Australian Securities and Investments Commission (ASIC) reporting "a significant improvement in its compliance and audit functions." The Centrepoint-owned ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
... combined group of 200 advisers would be the fifth largest independent dealer group, right after Professional Investment Services (PIS), Synchron, Dover and Crowe Horwath. Infocus and Patron together would be larger than WealthSure, Lifespan or Yellow ...

ASIC bans former PIS and AMP advisers

LAURA MILLAN  |  MONDAY, 23 JUN 2014
Former Professional Investment Services (PIS) and AMP Financial Planning advisers have been banned from financial services. The Australian Securities and Investments Commission (ASIC) took action against AMP Financial Planning adviser Roy Whye Wah Moo ...

PIS adds consultants amid Centrepoint capital raising

LAURA MILLAN  |  FRIDAY, 11 APR 2014
Professional Investment Services (PIS) has appointed two people to its business consulting team, following a Centrepoint announcement that it will raise capital to create more opportunities for the wealth management business. PIS appointed Darren Black ...

ClearView appoints former MLC BDM of the Year

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... development management and practice management roles within large financial services companies such as Professional Investment Services and more recently Financial Services Partners. Jenny Psathas has joined the dealer Group as operations Manager. Psathas ...

Advice numbers and client claims hit PIS results

LAURA MILLAN  |  MONDAY, 3 MAR 2014
The fall in advice numbers and the increase in client claims hit Professional Investment Services (PIS) revenue, which fell 7% during the first half of financial year 2014. Centrepoint Alliance-owned PIS reported that net revenues fell by 7% to $11.497 ...

GPS Wealth launches a new MDA

HARRY PAGE  |  THURSDAY, 27 FEB 2014
... framework and establishing an investment committee. GPS Wealth was established in 2012 by former Professional Investment Services (PIS) advisers Greg Holman and Rob McGregor. It now has over 50 planners and 32 practices in New South Wales and Queensl ...