Search Results | Showing 31 - 40 of 70 results for %22Lonsdale Financial Group%22 |
| | | ... Planning (formerly part of Moon Cunningham and licensed through Count), Sullivans Financial Strategies (formerly with Lonsdale) and self-licensed group Hado Investments are the three practices to sign up in the last month. "Joining the Premium Wealth ... |
| | | | ... audit manager to head up its compliance division. Johan Cruz managed the audit for a number of businesses, including the Lonsdale dealer group while at IOOF.A He also spent two years at Count Financial as a compliance auditor. Premium chief executive ... |
| | | | Premium Wealth Management has appointed former Lonsdale Financial Group Justin Viney as head of network development. Viney's key brief will be to interact with accounting firms seeking to broaden their financial planning offering. He was previously ... |
| | | | ... build a boutique dealer group via managed expansion. CRA made the move to Bombora from previous licensee Lonsdale Financial Group. In welcoming CRA as Bombora's first signing, Handley: said "word-of-mouth and a sound, non-aligned boutique business model ... |
| | | | ... financial services and accounting companies. Prior to that, Salmon was a business consultant at DKN - Lonsdale Financial Group, a partner at Shirlaws Global Management Consultancy and chief executive and head of strategy at The Strategist Group. She ... |
| | | | Adviser group Avenue Capital Management will join IOOF's Lonsdale Financial group, cementing the conglomerate's place well inside the industry's top 10. The agreement to join Lonsdale adds 30 adviser to their stable, bringing their combined numbers ... |
| | | | ... licensees and planning practices in the financial services arena, Humphries previously held senior roles at FSP, DKN/Lonsdale and Zurich. "More than ever, it is crucial that licensees and their advisers partner with experts in the areas of Regulatory ... |
| | | | ... Holdings in Oct, DKN alerted managers of the impending departure of DKN executive director of distribution, Andrew Rutter, Lonsdale chief executive, Mario Modica, and Lonsdale executive director for network development, Kon Costas. It has now be revealed ... |
| | | | ... including its 2007 acquisition of the Lonsdale Financial. Replacing Butterworth is current chief executive of Lonsdale Financial Group, Mario Modica, who will report directly to the managing director, Christopher Kelaher and join IOOF's Leadership Group. ... |
| | | | ... in funds under management as at March this year, while DKN has around 700 advisers including 110 practices under the Lonsdale banner and a further 250 practices with their own licence. DKN has an estimated $7.9 billion in funds under management. Its ... |
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