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Showing 41 - 50 of 79 results for "Centric Wealth"

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 ...

Tax-efficient giving advice missing: Macquarie

MARK SMITH  |  WEDNESDAY, 24 OCT 2012
... now make it increasingly easy for financial advisers to outsource propositions. Bruce Christie, an adviser for Centric Wealth, says he is more than happy to let specialist companies with the required expertise manage his clients' philanthropy needs for ...

Stammer joins Centric Wealth investment committee

ALEX DUNNIN  |  THURSDAY, 26 JUL 2012
High end wealth advice group Centric Wealth has appointed Dr Don Stammer to its portfolio construction committee. Dr Stammer's involvement with Centric Wealth will include working with the principals of Philo Capital Advisers, where he works as a non-executive ...

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... director and added Chris Cuffe to its board of directors. McMurdo, who was formerly chief executive officer of Centric Wealth and managing director of Hillross Financial Services, said the decision to join the firm was driven by Fitzpatricks being a ...

PPM moves to meet IMA demand

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
... founding." Beirne is the second appointment to service the growth, with long-time IMA specialist Ian Hardy joining from Centric Wealth in October last year. "Andrew has produced outstanding results throughout his career. His approach marries well with ...

Centric Wealth taps Kearns for chief executive

RACHEL DAVIS  |  MONDAY, 21 NOV 2011
Centric Wealth has appointed senior Investec Bank executive, Phil Kearns, as its new chief executive officer, effective from 12 December. Centric Wealth has $4.9 billion in assets under advice (AUA). "The Board evaluated a number of outstanding candidates ...

PPM expands portfolio management team

CLAIRE MCGREAL  |  MONDAY, 24 OCT 2011
... portfolio management team. Hardy comes from Centric Portfolio Managers, the individually managed accounts (IMA) arm of Centric Wealth, where he was chief investment officer, overseeing more than $300 million in funds under management. He also worked ...

UniSuper chair to retire

ALISON BEVEGE  |  THURSDAY, 5 MAY 2011
... First State Investments and Challenger Financial Services Group. He is a director of other organisations including Centric Wealth and Social Ventures Australia. Cuffe said there would not be any change in board direction. "It's business as usual," he ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... insurance claims also occurring after the global financial crisis. Ben Graham, financial planning representative for Centric Wealth Advisers, said that setting clear expectations with the client can help planners offset the risk of compensation claims. ...