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Showing 461 - 470 of 486 results for "Centric"

Finsia appoints new CEO

MICHAEL HOBBS  |  FRIDAY, 12 OCT 2007
... Accountants in Ireland. Michael Shepard, president at Finsia, said, "In addition to developing the 'new Finsia' as a member centric professional body, Martin will also be ensuring that our voice is heard both as an industry advocate on key issues facing ...

Centric buys PKF

CHRIS NICHOLLS  |  MONDAY, 27 AUG 2007
Centric Wealth has made its final pre-listing acquisition, purchasing planner group PKF Financial Services. The company conducts PKF's financial planning business in Sydney and Brisbane and has approximately $400 million in assets under advice across ...

Centric snaps up lending firm

CHRIS NICHOLLS  |  MONDAY, 13 AUG 2007
Centric Wealth has acquired boutique lending and brokerage firm Kingsbridge & Eagle (K&E), expanding its lending division and taking it further down the path of a European-style private bank. K&E specialise in providing mortgages, commercial finance ...

Centric engages in three-way merger

CHRIS NICHOLLS  |  FRIDAY, 20 JUL 2007
Centric Wealth today announced its merger with Melbourne-based advisory business Gaddie Metz Kahn and Sydney-based Myers Business Partners, giving it access to the Melbourne market and expanding its Sydney base. The merger will generate a new accounting ...

Listed investment cos fund scoring well

HAMISH MADDEN  |  THURSDAY, 21 JUN 2007
Centric Wealth subsidiary Specialised Private Capital is trumpeting the performance of its two year old geared fund which targets alpha exclusively through listed investment companies. Over the two years since inception, the Leveraged Investment Companies ...

Value planners on profitability, not scale

... has finally reached the stage where many industry players are making a beeline for the ASX. Plan B, Storm Financial and Centric have all announced intentions to list while other major dealer groups are believed to be sounding the market. But Ian Knox ...

Centric to improve the health of doctors

HAMISH MADDEN  |  MONDAY, 14 MAY 2007
... Like many professionals, doctors fail to adequately plan for their retirement despite their healthy incomes, a condition Centric Wealth is planning to remedy. Paul Cooke, a Centric adviser who specialises in offering advice to doctors and medical practitioners ...

Centric rolls out mat for expats

HAMISH MADDEN  |  FRIDAY, 4 MAY 2007
Centric Wealth has opened an Expatriate Services division aimed specifically at Australians living abroad, those heading overseas or those returning home. Centric Wealth adviser, David Suthons, said the expatriates market was large, with over one million ...

CGT overshadows Simpler Super benefits: Centric

CHRIS NICHOLLS  |  WEDNESDAY, 4 APR 2007
Anne-Marie Esler of Centric Wealth argues that while the new simpler super rules are a significant step forward, issues relating to capital gains tax (CGT) have been overlooked. Esler outlined what she considered the five main issues regarding super ...

IRESS and XPLAN stay on the up

HAMISH MADDEN  |  FRIDAY, 23 FEB 2007
... general manager, said XPLAN's revenue growth in 2007 would continue to ramp up, underpinned by a strong focus on customer-centric solutions. While organic growth would continue to drive XPLAN's revenues, he said the business was not ruling out further ...