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Showing 501 - 510 of 1851 results for "Financial Group"

Adviser slapped with four-year ban

KARREN VERGARA  |  MONDAY, 28 JUN 2021
Another former Meritum Financial Group and InterPrac Financial Planning adviser has copped a ban from the corporate regulator. From 1 April 2021, ASIC banned Hobart-based Hannah Jennings from providing financial services for four years for failing to ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
Stonehouse Financial Group has acquired the books of a long-serving risk adviser who will leave the industry to pursue other interests. Financial adviser Greg Owen has sold his practice GJO Financial Services for an undisclosed amount to Jeremy Chiel ...

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... will become a partner on July 1. She joined the consulting firm in March 2016, having previously worked at BT Financial Group, Asgard, St George Bank, Commonwealth Bank and Macquarie. Storniolo also spent over four years at the Financial Services Council ...

Aware Super eyes IFAs, hires lead

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
Aware Super is targeting the independent financial adviser market, bringing in a former long-serving BT Financial Group staffer who will take charge of advice relationships. Warwick Gribble is Aware's new national manager of advice relationships, responsible ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books. WT Financial Group (WTL) announced today that upon completing the takeover, it will have some 275 financial advisers across 200 practices. WTL ...

FinClear to acquire BNY subsidiary

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... FinClear's capital position following the acquisition is strong, supported by the $20 million raised from the Magellan Financial Group when it joined the share register as a strategic investor last October. "We have the capital, the systems, technology ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... used Interprac Financial Planning for their licensee services and the acquisition will see parent company Sequoia Financial Group own 100% of each firm. Butler said the move expands on Sequoia's strategy to grow its own businesses and provide an exit ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... to their adviser network. Since the start of the year, the two recent additions bring 25 new firms to the Count Financial group. StrategyOne, previously part of the Fitzpatricks network, joined the ASX-listed firm in May. A snapshot of the adviser population ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
The head of advice at Madison Financial Group has been promoted to general manager in a newly created role. Jaime Johns takes on the new role after leading the advice unit for two years. She joined the group as national manager of advice and business ...

KPMG names risk consulting partners

ANNABELLE DICKSON  |  FRIDAY, 4 JUN 2021
... management advice to banking, insurance, wealth, utilities and government sectors. Conner joins from Promontory Financial Group where she was a director. She was previously senior manager risk culture at QBE Insurance and director at Grant Thornton in ...