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Showing 21 - 30 of 66 results for "Shadforth Financial"

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... 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
... 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 recognition ...

Zurich hires IOOF executive for new role

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
... 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 organisation's ...

Centrepoint Alliance names new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... 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 has been ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Financial (received onstage by Ravi Agarwal) and the 2017 Adviser of the Year Award went to Charlie Fraser from Shadforth Financial. Read all the details in our third and final conference newsletter, out Monday morning. #AFAau 5pm - AFA National President ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... innovation, customer focus and professional excellence. Vying for the title this year will be Charlie Fraser of Shadforth Financial Group, Fortify Financial's Glen James and Julia Schortinghuis of Lighthouse Capital. Likewise, the AFA Practice of the ...

Shadforth grows Queensland presence

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
Shadforth Financial Group is expanding in Queensland through the acquisition of a specialist advice firm to further strengthen wealth management capabilities. The Lyndhurst Family Advisory joins the Shadforth advice network, employing a holistic approach ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Wealth Paul Turner, Wealthwise FPA Paraplanner of the Year Award Cynthia Sercombe, Tupicoffs Shayne Sommer, Shadforth Financial Group Future2 Community Service Award Kathy Havers, Catalyst Financial Group William Johns, Health & Finance Integrated FPA ...

HLB Mann Judd appoints partner in Melbourne

MARK SMITH  |  FRIDAY, 30 SEP 2016
... and Deloitte. Maillard was most recently a partner at Lachlan Partners which was subsequently acquired by Shadforth Financial Group. He has also worked as client director at Deloitte Touche Tohmatsu and BDO Kendells, and has advised a broad range of ...