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Showing 21 - 30 of 37 results for %22Sentry Financial Planning%22

Non-aligned advisers driving new platforms

ALEX DUNNIN  |  THURSDAY, 11 OCT 2012
... management market," said Christopher Page, Rainmaker managing director. The largest non-institutionally owned groups are PIS, Sentry, Wealthsure, Synchron and AFS, note the Rainmaker report. AMP-AXA was meanwhile confirmed as the largest institutionally ...

Sentry advisers' new referral opps

ELISE BURGESS  |  TUESDAY, 13 MAR 2012
... previously, property buyers will receive complimentary limited life insurance protection providing cover for 60 days. Sentry financial advisers then follow up with the purchaser to activate the free cover and recommend an appointment to discuss and address ...

Ibbotson secures NEO Financial Solutions mandate

ELISE BURGESS  |  WEDNESDAY, 1 FEB 2012
... management. Founded by Mark Edman and Mark Woods, both Woods and Edman were formerly with AFG in Perth who were acquired by Sentry Group in October 2009. At that time it was reported the acquisition increased Sentry Group's numbers from 190 to 310 advisers ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... for all ANZ Wealth licensees including RI Advice, Financial Services Partners and Millennium3 in addition to the group's Sentry and Fortnum investments. "Neil's experience will be invaluable in assisting our licensees navigate their way through the impending ...

Fastest growing planners book above 30pc growth

ELISE BURGESS  |  MONDAY, 16 AUG 2010
... reported a 217 per cent per annum growth over three years. As at July this year, AFG had 160 financial advisers. Sentry Financial Services also enjoyed a three-year growth rate of 41 per cent per annum, and now has 95 advisers under its name. The group ...

Van Eyk head of strategic research joins Future Fund

MICHAEL HOBBS  |  MONDAY, 10 MAY 2010
... money. We hope to make more money but we're tracking well," he said at the firm's 7th Annual Conference in March this year. Sentry Group signed a three-year deal with van Eyk in January this year. Daniel Parry, deputy chief executive at the financial ...

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
Sentry Group has appointed HUB24 to provide Unified Managed Accounts (UMA) for the dealership's 330 planners. Sentry is the first national dealer group client of HUB24, according to a press statement. Commenting on the appointment, Sentry chief executive ...

Sentry selects van Eyk

COMPANY RELEASE  |  MONDAY, 18 JAN 2010
Research house van Eyk has signed a three-year contract with dealer firm Sentry Group, which has over $2 billion in funds under management. The deal gives Sentry's more than 185 practices, which encompass 330 financial advisers, access to iRate, van ...

Sentry buys AFG Financial Planning

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
National dealer group Sentry Group has acquired the financial planning arm of Australia's largest mortgage broker, Australian Finance Group - bringing Sentry's funds under advice to $2.2 billion. ING Australia-backed Sentry Group acquired Australia ...

Oasis adds two groups and recovers FUM

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
... billion. Oasis has added two more financial planning dealer groups since the year started, Millennium3 Financial Services and Sentry Services Financial Group. This comes after the platform provider announced it had successfully transitioned the administration ...