Search Results | Showing 41 - 50 of 103 results for "Shadforth" |
| | Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ... |
| | | ... Mediq Financial (received onstage by Ravi Agarwal) and the 2017 Adviser of the Year Award went to Charlie Fraser from Shadforth Financial. Read all the details in our third and final conference newsletter, out Monday morning. #AFAau 5pm - AFA National ... |
| | | ... leadership, innovation, customer focus and professional excellence. Vying for the title this year will be Charlie Fraser of Shadforth Financial Group, Fortify Financial's Glen James and Julia Schortinghuis of Lighthouse Capital. Likewise, the AFA Practice ... |
| | | Shadforth Financial Group is expanding in Queensland through the acquisition of a specialist advice firm to further strengthen wealth management capabilities. The Lyndhurst Family Advisory joins the Shadforth advice network, employing a holistic approach ... |
| | | ... 2008 to 2010 as head of institutional for Ibbotson. After that, he took on a role at Tascorp before becoming head of Shadforth in Tasmania. He was also head of implemented consulting at Acsis and manager financial services at Ernst & Young. In his new ... |
| | | ... Private Wealth Paul Turner, Wealthwise FPA Paraplanner of the Year Award Cynthia Sercombe, Tupicoffs Shayne Sommer, Shadforth Financial Group Future2 Community Service Award Kathy Havers, Catalyst Financial Group William Johns, Health & Finance Integrated ... |
| | | ... the role is Eric Maillard who has more than 20 years' experience in business services and previously worked at both Shadforth and Deloitte. Maillard was most recently a partner at Lachlan Partners which was subsequently acquired by Shadforth Financial ... |
| | | Total net inflows for IOOF's financial advice businesses, including Ord Minnett and Shadforth, reached $1.3 billion in the year to 30 June, 2016. During the 30 June quarter, IOOF saw positive flows of $500 million in funds under management, administration ... |
| | | ... services industry and established Keysbrook Financial Services in 1997. In 2008 Keysbrook became a founding firm of Shadforth Financial Group which was purchased by IOOF in 2014. More recently Joyner established management consulting firm Aberfoyle Partners ... |
| | | ... boost of 18% to $95.4 million. IOOF's statement cited some of the drivers of this as being the successful integration of Shadforth, which resulted in $11 million in pre-tax cost synergies, and the lowered exposure to "volatile institutional funds flow" ... |
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