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Showing 31 - 40 of 48 results for "Capstone"

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... 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 ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... 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 ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... 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 ...

ASIC cancels AFSL licences

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... 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 ...

Praemium appoints head of distribution

ALEX BURKE  |  THURSDAY, 29 SEP 2016
... 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 ...

KKR reveals Australian head

KERRIE SYDEE  |  FRIDAY, 13 MAY 2016
... 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 appoints advice manager from Capstone

ALEX BURKE  |  TUESDAY, 26 APR 2016
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 ...

Colonial First State partners with UTS

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
... 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 ...

Madison appoints national practice development manager

ALEX BURKE  |  FRIDAY, 20 NOV 2015
... 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. ...

Madison FG grows advisers by 20%

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... 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 ...