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Showing 31 - 40 of 93 results for "Shadforth"

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Mediq Financial (received onstage by Ravi Agarwal) and the 2017 Adviser of the Year Award went to Charlie Fraser from Shadforth Financial. Read all the details in our third and final conference newsletter, out Monday morning. #AFAau 5pm - AFA National ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... leadership, innovation, customer focus and professional excellence. Vying for the title this year will be Charlie Fraser of Shadforth Financial Group, Fortify Financial's Glen James and Julia Schortinghuis of Lighthouse Capital. Likewise, the AFA Practice ...

Shadforth grows Queensland presence

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
Shadforth Financial Group is expanding in Queensland through the acquisition of a specialist advice firm to further strengthen wealth management capabilities. The Lyndhurst Family Advisory joins the Shadforth advice network, employing a holistic approach ...

Morningstar hires insto business development head

ALEX BURKE  |  THURSDAY, 24 NOV 2016
... 2008 to 2010 as head of institutional for Ibbotson. After that, he took on a role at Tascorp before becoming head of Shadforth in Tasmania. He was also head of implemented consulting at Acsis and manager financial services at Ernst & Young. In his new ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Private Wealth Paul Turner, Wealthwise FPA Paraplanner of the Year Award Cynthia Sercombe, Tupicoffs Shayne Sommer, Shadforth Financial Group Future2 Community Service Award Kathy Havers, Catalyst Financial Group William Johns, Health & Finance Integrated ...

HLB Mann Judd appoints partner in Melbourne

MARK SMITH  |  FRIDAY, 30 SEP 2016
... the role is Eric Maillard who has more than 20 years' experience in business services and previously worked at both Shadforth and Deloitte. Maillard was most recently a partner at Lachlan Partners which was subsequently acquired by Shadforth Financial ...

IOOF advice nets $1.3bn in FY16

ALEX BURKE  |  WEDNESDAY, 27 JUL 2016
Total net inflows for IOOF's financial advice businesses, including Ord Minnett and Shadforth, reached $1.3 billion in the year to 30 June, 2016. During the 30 June quarter, IOOF saw positive flows of $500 million in funds under management, administration ...

Westoz appoints independent director

DARREN SNYDER  |  WEDNESDAY, 6 JUL 2016
... services industry and established Keysbrook Financial Services in 1997. In 2008 Keysbrook became a founding firm of Shadforth Financial Group which was purchased by IOOF in 2014. More recently Joyner established management consulting firm Aberfoyle Partners ...

IOOF boosts interim profit

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
... boost of 18% to $95.4 million. IOOF's statement cited some of the drivers of this as being the successful integration of Shadforth, which resulted in $11 million in pre-tax cost synergies, and the lowered exposure to "volatile institutional funds flow" ...