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Showing 441 - 450 of 486 results for "Centric"

Investors shift more money outside super

RUTH LIEW  |  WEDNESDAY, 8 JUL 2009
... Federal Budget changes to super have prompted clients to boost investments outside of super to fund their retirement, said Centric Wealth advisers. According to Anne-Marie Esler, technical services manager at Centric Wealth which has $4.9 billion in ...

Cuffe joins Centric board

PRESS RELEASE  |  MONDAY, 6 JUL 2009
Centric Wealth has appointed former Colonial First State chief executive Chris Cuffe to the firm's board. Cuffe is well known for his management roles at Colonial First State where he helped pioneer the FirstChoice platform and, separately, Challenger ...

Russell revamps structure

MICHAEL HOBBS  |  MONDAY, 18 MAY 2009
... managing director of Australia and New Zealand at Russell Investments, said the previous structure was more regionally centric. He said the new structure means local clients will gain access to the firm's global best ideas. "We want to make sure we are ...

CHAMP buys Centric Wealth

RUTH LIEW  |  TUESDAY, 3 MAR 2009
CHAMP Private Equity has completed the acquisition of a 75 per cent stake in Centric Wealth and invested $80 million into the boutique advisory firm. The deal follows "overwhelming support" from shareholders of Centric Wealth at a General Meeting held ...

RG146 unveils planning stars

RUTH LIEW  |  TUESDAY, 10 FEB 2009
... his Advanced Diploma of Financial Services (Financial Planning) with RG146TA in 2008. He was commended for his client-centric dedication by the education house. Meanwhile, Jo Bean from AMP Corporate Superannuation in Tasmania, won the Association of ...

Centric raises $100m in rights issue

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Centric Wealth struck an agreement with CHAMP Private Equity to underwrite a $100 million rights issue to retire short-term debt and buy more businesses. The rights issue is underwritten by CHAMP II Fund and must be approved by shareholders. Michael ...

LMW Invest secures property veterans

RUTH LIEW  |  WEDNESDAY, 3 SEP 2008
... among others. Although Brad Piltz, chef executive of LandMark White Group said that the firm's new funds will be property-centric and targeted towards the retail investor, he has yet to confirm if the product will be a listed or unlisted offering. But ...

Till taxes do us part

RUTH LIEW  |  TUESDAY, 12 AUG 2008
... Divorced couples unwary of CGT pitfalls could be in for a world of tax pain without professional financial advice, said Centric Wealth. Couples looking to untie the knot can often make the most out of the capital gains tax rollover relief, however they ...

Kinloch appoints MacarthurCook

RUTH LIEW  |  WEDNESDAY, 9 JUL 2008
... According to MacarthurCook, the new offering is a registered unlisted open ended fund focussed on investing in property-centric listed securities and companies in emerging property markets. MacarthurCook previously acquired a 33 per cent interest in ...

Asset signs on IFFP

RUTH LIEW  |  MONDAY, 16 JUN 2008
... advice to its members. The $1.45 billion superannuation fund previously used financial planning firms Money Solutions and Centric Wealth for its seminars and advice services, but the new arrangement will see IFFP take the reigns in providing a full financial ...