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Showing 21 - 27 of 27 results for "Profile Financial"

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's founder ...

Former Suncorp adviser banned

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... Superannuation and Financial Services Industry hears damning evidence of deliberate practices in Australia's high-profile financial institutions.

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... out by goals-based advisers - a running theme at the Association of Goals Based Advice's inaugural conference. Profile Financial Services' Sarah Abood said solutions simply don't exist to build tools that allow goals-based advisers to have the kind of ...

Boutique adviser names key hires

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Profile Financial Services has made two senior appointments from NAB Asset Management and William Buck. Joining Profile as head of investments is Jerome Bodisco. He brings extensive experience across a range of asset classes and managers and has a strong ...

Cbus grows investment strategy team

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
... lead equities research analyst within the ASX Industrials sector. Prior to Goldman Sachs, he worked at high profile financial institutions including BOA Merrill Lynch, Amba Research and HSBC. Sooriyakumar has over 14 years of experience in the financial ...

Select Asset Management acquires Total Fund Services

MARK SMITH  |  THURSDAY, 13 DEC 2012
... Asset Management chief executive Brendan Foley. Foley said the TFS acquisition brings with it a number of high-profile financial services firms - such as Clime Investment Management, Man Group's FRM and Yellow Brick Road - for which TFS acts as Responsible ...

AMP wins $113m new mandate

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
... category of "avoid" following the loss of sustainable funds head Michael Anderson. AMP-AXA this week also lost high-profile financial advisory group Haywood Financial Management and Partners to MLC, owned by the National Australia Bank. Neither AMP Capital ...
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