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Showing 41 - 50 of 370 results for "Morgans"

New income trust plans to raise $350m

KANIKA SOOD  |  THURSDAY, 22 MAR 2018
... fund manager to the new fund. One Managed Investment Funds Limited has been appointed the trust's responsible entity. Morgans and NAB are acting as the joint managers and lead managers on the transaction. The initial public offering is for 175 million ...

L1 Capital prepares for LIC IPO

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... broking firms as it prepares to float its Long Short Fund listed investment company. NAB will lead the IPO, while Crestone, Morgans, Morgan Stanley, Ord Minnett, Taylor Collison and Wilsons will serve as co-lead managers alongside the bank. Further ...

Former Perpetual manager moves to advice firm

EMMA RAPAPORT  |  WEDNESDAY, 10 JAN 2018
... level and that's where Lisa comes in." Masson founded Infinity Wealth two years ago after a 15-year relationship with Morgans Financial. The business provides investment and strategy advice to clients, with a greater focus on wealth management than financial ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... Financial Planning, SMSF Advisers Network, Commonwealth Financial Planning, Count Financial, Westpac, GWM Adviser Services, Morgans Financial, NAB and Synchron.

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
... accounting, tax compliance, family office, SMSFs and insurance. The firm's IPO was independently advised by Grant Samuel and Morgans acted as sole lead manager. "I founded [the business] in 2006 with a big idea: to help private business owners be better ...

Wealth management firm expands

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
Wealth management firm Morgans Financial is expanding its presence in Queensland region of Stanthorpe. The firm, which has more than 60 offices nationwide, will service clients in the local government area of almost 36,000. Morgans Financial director ...

Adviser ban upheld by tribunal

KARREN VERGARA  |  TUESDAY, 4 APR 2017
... instructions," ASIC commissioner Cathie Armour said. Batros was an authorised representative with financial services licensee Morgans Financial, between January 2012 and August 2014. He has the right to appeal the AAT's decision to the Federal Court ...

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
... years' experience in the Australian equity markets and has held a number of roles with firms including Merrill Lynch, RBS Morgans and RM Capital. Radford has held senior roles at Rivkin Securities and Shaw and Partners, and has extensive investment management ...

Antipodes LIC launches on ASX

ALEX BURKE  |  TUESDAY, 18 OCT 2016
... adviser to the listing was Seed Partnerships; the issue was arranged through NAB, which was also a joint lead manager with Morgans, Morgan Stanley, Ord Minnett and Taylor Collison.

ASIC hands down multiple bans

KERRIE SYDEE  |  WEDNESDAY, 27 JUL 2016
... providing financial services for five years. Batros was an authorised representative with financial services licensee, Morgans Financial, between January 2012 and August 2014. The ban follows an ASIC investigation that found Batros sold shares and options ...