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Showing 31 - 40 of 50 results for "Paragem"

Paragem signs ex-Securitor practice

BEN COLLINS  |  WEDNESDAY, 3 OCT 2012
Independent Australian Financial Services License (AFSL) provider Paragem has signed Ford + Scott Financial Planning Pty Ltd, after the Tasmanian-based business resigned from Westpac's Securitor AFSL. "We've enjoyed a long and successful relationship ...

Sign on fees creating dealer group controversy

MELANIE TIMBRELL  |  THURSDAY, 24 MAY 2012
... of transition costs and the rest of the payment would be to buy the financial adviser and get them to come across." For Paragem managing director Ian Knox, however, the whole concept of inflated fees paid at the time of moving dealer group represents ...

Future First joins Paragem

ELISE BURGESS  |  THURSDAY, 5 APR 2012
Victorian financial planning practice, Future First, is the thirteenth firm to join independently owned Paragem AFSL, leaving AMP-aligned Hillross Financial Services. With the addition of Future First, Paragem's AFSL now holds over $1.3bn under advice. ...

Netwealth owned Paragem rebrands as Pathway

RACHEL DAVIS  |  THURSDAY, 1 MAR 2012
Paragem's Dealer Services will change its name to Pathway Licensee Services from March 2012, as the business integrates into the netwealth Group. Paragem Dealer Services was acquired by the netwealth Group in November 2011 but Ian Knox and Charlie Haynes ...

Paragem sells dealer services to netwealth

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
Independent service provider Paragem has sold its dealer services arm to privately owned platform provider netwealth. The company said the sale would allow it to focus on growing Paragem Wholesale AFSL (PWA), "at a time when regulatory change is driving ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...

New chapter for ASET and FMD

ELISE BURGESS  |  MONDAY, 31 JAN 2011
... 2011 as stand-alone practices, cutting ties with their previous owners and signing on to dealer group services provider Paragem. ASET Wealth, formally WalterTurnbull Financial Planning, has separated from BT's in-house Licensee Select. Paragem provided ...

Implemented Portfolios adds four practices

RUTH LIEW  |  FRIDAY, 2 JUL 2010
... looks set to continue in the changing advice landscape, said managing director, Charlie Haynes. Implemented Portfolios, a Paragem business, opened its doors on 1 June - and has since signed on advisers from Fusion, Spry Roughley and Robertson & Derooy ...

SMSF education gains traction

COMPANY RELEASE  |  WEDNESDAY, 16 JUN 2010
... 700 new members have joined SMSF online resource centre, www.thesmsfreview.com.au in its first three weeks of launching. Paragem Dealer Services introduced the website to the financial planning community in late May. Ian Knox, managing director of Paragem ...

Paragem targets practices with portfolio service

PRESS RELEASE  |  THURSDAY, 6 MAY 2010
Paragem has launched its portfolio construction and implementation business and aims to attract 10 dealer groups to the service in 12 months. Implemented Portfolios provides a portfolio construction and implementation solution that allows advisers to ...