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Showing 31 - 40 of 77 results for "Centric Wealth"

Kearns steps down as Centric Wealth CEO

JAMES FERNYHOUGH  |  THURSDAY, 22 MAY 2014
Phil Kearns has announced he will step down as chief executive of advice group Centric Wealth two months after the company was acquired by fellow non-aligned advice group Findex Australia. Kearns, who joined Centric in June 2011, will be replaced by ...

PROFILE: Centric Wealth CEO Phil Kearns

JAMES FERNYHOUGH  |  WEDNESDAY, 26 FEB 2014
Ex-Wallaby captain and chief executive ofA Centric Wealth Phil Kearns tells JamesA Fernyhough that there are more similarities between rugby and financial advice than first meet the eye. For a future Wallabies captain, Phil Kearns' rugby career did ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 24 FEB 2014
... of the modern awards system and in our profile interview we speak to ex-Wallaby captain and chief executive of Centric Wealth Kearns. You can read these articles on your iPad by downloading Financial Standard iPadA(C) app free from the App store, for ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
Financial Index Wealth Accountants (FIWA) has entered into an agreement to purchase advisory firm Centric Wealth, in a move that will create one of Australia's largest financial advisory businesses not owned by a mainstream institution, with more than ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
... seeking the diversification and performance benefits of a firm of its caliber." Independent financial advisory firms Centric Wealth and Shadforth Financial Group have included the fund in their client model portfolios for some time. Commenting on the ...

Aged care costs to rise as complexity increases

LAURA MILLAN  |  THURSDAY, 24 OCT 2013
... take legislative changes into consideration when recommending aged care products and solutions to their clients. Centric Wealth adviser Glen Stander said that "the changes will be phased in over a number of years, which could add more complexity and ...

Budget 2013-14 wrap up

ALEX DUNNIN  |  WEDNESDAY, 15 MAY 2013
... franking credits and in some cases obtain two sets of franking credits for the same parcel of shares, according to Centric Wealth. Tax avoidance and evasion using trusts has also been targeted with additional funding for the Australian Taxation Office ...

Centric Wealth recalibrates advice through newly-formed board

ALICE URIBE  |  WEDNESDAY, 10 APR 2013
Centric Wealth gives its clients a chance to voice their concerns and priorities in a more structured manner through a newly-formed client advisory board. And despite ongoing industry discussion about fees, the first meeting of the Centric Wealth client ...

Centric Wealth appoints new board member

MARK SMITH  |  FRIDAY, 1 MAR 2013
Centric Wealth has appointed Bonnie Boezeman to its board of directors. She has spent 12 years as managing director and chair of Time Life Australia and 23 years in international management with Time Warner. Boezeman also held the position of Chair ...

New Melbourne manager for Centric Wealth

BEN COLLINS  |  WEDNESDAY, 6 FEB 2013
Centric Wealth yesterday announced that Brisbane-based Celia Carroll had been appointed state manager, Victoria and has relocated to their Melbourne office. "Centric Wealth has a very clear strategy for expanding our operations nationally and following ...