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Showing 21 - 30 of 93 results for "Shadforth"

AMP given the boot by AFL

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
... mandate in 1999, providing superannuation for both players and other employees. It provided financial advice through Shadforth Financial Group. The AFL fund had $145 million in assets at June end, according to APRA statistics. Hostplus's MySuper ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... Drennan has worked with Celeste's chief investment officer Frank Villante in the course of his previous work at Shadforth Financial and IOOF. Celeste is also replacing Sigma Funds Management on the $60 million Zurich Investments Small Companies Fund ...

Shadforth signs new tech partner

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUL 2019
Shadforth Financial Group has signed a new partner to provide third-party clearing and settlement services. FinClear will now deliver trading, clearing and settlement services to Shadforth, along with its TradeCentre front-end technology. FinClear chief ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... unique investment approach for every individual client are numbered - if not extinct already." Financial planning group Shadforth advocates factoring investing strategies - but calls it "evidenced-based investing." Shadforth private client adviser Sally ...

IOOF appoints head of advice governance

HARRISON WORLEY  |  FRIDAY, 5 APR 2019
... this month as its new head of advice governance, replacing Adrian Kwa who is set to become national head of advice at Shadforth Financial Group. An IOOF spokesperson today confirmed Kwa would remain in charge of advice governance at the wealth manager ...

Association names new chief and president

KARREN VERGARA  |  FRIDAY, 29 MAR 2019
... WSSA from Corporate Super Specialist Alliance (CSSA) in July 2015. Harvie is the national financial wellbeing manager Shadforth Financial Group and replaces Terry Rhodes. Rhodes has been the managing director of AFM Advisers since 2012. "The WSSA represents ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... investment managers." Philo was established in 2012 and has contributed to the managed account offerings of Centric Wealth, Shadforth Financial Group and IOOF.

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... recognises the highest performing student in the final unit of the CFP Certification Program, went to John Dacker from Shadforth Financial Group. As for the FPA University Student of the Year, Mary Hadgis from the University of South Australia won in ...

Zurich hires IOOF executive for new role

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
... the development and drive of Zurich's investment strategy in Australia. Drennan joined IOOF in 2015, when it acquired Shadforth Financial Group, where he had served as chief investment officer for two years. Zurich said the appointment reinforces the ...

Centrepoint Alliance names new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
The chief executive of an IOOF-aligned dealer group will take over leadership of Centrepoint Alliance in 2018. Shadforth Financial Group chief executive Angus Benbow has been named as Centrepoint's new chief executive, commencing April 2018. Benbow ...