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Showing 21 - 30 of 39 results for %22Pride Advice%22

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... It's not a question of whether you are professional, it's about how we are perceived as a collective group and about the pride, respect and recognition that we deserve," De Gori said. Touching on the tabling of the professional standards legislation ...

Enrolments point to adviser growth

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... commitment from advisers... they are willing to upskill and take action now to stay ahead of the curve. "They are taking pride in the growth of their profession and are not deterred by the proposed legislation," he said. Knight added Kaplan Professional's ...

Multi-asset mandate reflects investment environment

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
... goals," Heine said. Russell Investments managing director private client services, Siva Sivakumaran, said: "Netwealth clearly pride themselves on providing best of breed investment solutions to investors and advisers and they continue to demonstrate ...

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
... achievement. I would like to thank the FPA for this and for their constant support throughout the course. "I feel a real sense of pride to have received this award as a woman in the financial planning industry. There are an equal number of women out ...

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
AZ Next Generation Advisory subsidiary Pride Advice has acquired Bailey Capital Management (BCM). Based in Adelaide, BCM has over 400 clients representing $97 million in funds under advice. It advises on retirement planning, investments, insurance ...

Lonsec adds to retirement industry panel

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
... Investment Management, Colonial First State Investments, Macquarie Investment Management and Plato Investment Management. "We pride ourselves on our ability to provide innovative yet practical solutions for retirement planners, and the Industry Panel ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... under the Commonwealth Bank-owned Financial Wisdom licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, Financial Lifestyle Partners ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services and, most recently, Financial ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... established by former ANZ managing director of advice and distribution Paul Barrett in late 2014, AZ NGA has acquired Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, and now FLP. FLP manages over ...