Search Results | Showing 31 - 40 of 48 results for "Capstone" |
| | ... on at least one former Dover adviser, with nine groups adding 10 or more; Wealth Today, Bluewater Financial Advisers, Capstone Financial Planning and Interprac have each taken on 14 or more. In the eight weeks since the cancellation of Dover's AFSL ... |
| | | ... diligence that would be expected if they were to recruit former Dover advisers. According to Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top ... |
| | | ... non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning ... |
| | | ... comply with a number of key obligations. Rebate Financial Services, a Melbourne-based licensed securities dealer, and Capstone Capital, a Perth-based financial services company which specialises in stockbroking, corporate finance and advisory services ... |
| | | ... executive. Prior to that, he was a managing partner at 3rdphase and has held senior roles at Endowment Bond Exchange, Capstone Financial Planning, Skandia and netwealth. Praemium also appointed a business development manager, Kylie Paton, who joins the ... |
| | | ... direct responsibility for KKR Australia. Bookmyer will relocate from Hong Kong to Sydney for the role. Bookmyer joined KKR Capstone in 2002, supporting operational improvements in KKR's North American private equity portfolio. In 2010 he relocated to ... |
| | | InterPrac Financial Planning has appointed a national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time ... |
| | | ... collaborative research projects, an industry Doctorate program, HDR/PhD student projects including student internships, Capstone projects, training and development, contract research and other opportunities. "We firmly believe in the power of data analytics ... |
| | | ... group Madison Financial Group has appointed a new national practice development manager. Jamie Johns joins Madison from Capstone Financial Planning, where she was national business manager. She has also held positions at Bendigo Adelaide Bank and OnePath. ... |
| | | ... in funds under advice and $70 million in risk premiums. Madison FG has appointed former national business manager at Capstone Financial Planning, Jaime Johns, to support the growing number of advisers. Johns is now national practice development manager ... |
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