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Showing 41 - 50 of 57 results for "Madison Financial Group"

Sargon grows executive lineup, launches fintech solutions

JAMIE WILLIAMSON  |  TUESDAY, 2 OCT 2018
... support the organisation's ongoing growth. In addition to AET, Sargon also acquired Decimal last month and Madison Financial Group in April. They will also assist with the launch and success of Sargon's new fintech offerings, Sargon Impact and Sargon ...

Sargon Capital acquires Decimal

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... year. Just last week IOOF offloaded it corporate trust business to Sargon, while Sargon also acquired Madison Financial Group in April. Decimal said Sargon's offer is superior to all other available alternatives, with the Decimal board unanimous ...

Trustee services provider appoints new chair

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... the trustee behind Spaceship, GoodSuper, MAX Super and mobiSuper. In April, Trustee Partners acquired Madison Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... boutique financial advice group. As part of its ongoing expansion strategy, Trustee Partners has acquired Madison Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' ...

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A growing independent financial advice group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the WealthPortal ...

Adviser group edges on triple digits with new business

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
Madison Financial Group has added another practice to its stable, as its growing adviser network nears triple digits. Marsh Financial Advice is the latest business to join the dealer group, led by owner and principal adviser Shelley Marsh. A former ...

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... with the industry and achieving financial goals. With just 20% of Australians receiving financial advice, Madison Financial Group chief executive Annick Donat is passionate about communicating the value of advice to as many people as possible and decided ...

Madison FG appoints governance head from ANZ

ALEX BURKE  |  FRIDAY, 29 SEP 2017
Madison Financial Group has appointed a new head of governance and professional standards. Kirsten Lynn joins Madison from ANZ Private, where she was an associate private wealth adviser. Prior to that, she was a legal officer for merits review and decisions ...

Former BT executive to head advice group

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... and BT Group Licensees is the new chief executive of a boutique advice licensee. Annick Donat has joined Madison Financial Group after resigning from BT in December 2016, having spent six years with Westpac Group. Madison chairman Tony Hartley said a ...

Madison appoints national practice development manager

ALEX BURKE  |  FRIDAY, 20 NOV 2015
Non-aligned adviser group Madison Financial Group has appointed a new national practice development manager. Jamie Johns joins Madison from Capstone Financial Planning, where she was national business manager. She has also held positions at Bendigo ...