Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 99 results for %22Shadforth Financial%22

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... 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 President ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... 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 of the ...

Shadforth grows Queensland presence

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
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 ...

Morningstar hires insto business development head

ALEX BURKE  |  THURSDAY, 24 NOV 2016
... 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 ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... 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 FPA ...

HLB Mann Judd appoints partner in Melbourne

MARK SMITH  |  FRIDAY, 30 SEP 2016
... and Deloitte. Maillard was most recently a partner at Lachlan Partners which was subsequently acquired by Shadforth Financial Group. He has also worked as client director at Deloitte Touche Tohmatsu and BDO Kendells, and has advised a broad range of ...

IOOF advice nets $1.3bn in FY16

ALEX BURKE  |  WEDNESDAY, 27 JUL 2016
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 ...

Westoz appoints independent director

DARREN SNYDER  |  WEDNESDAY, 6 JUL 2016
... 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 ...

New role for IOOF executive

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
... advice businesses such as Bridges, Consultum and Lonsdale. He stayed on to assist with the integration of Shadforth Financial Group, incorporating Plan B, and Western Pacific over the past 12 months. An IOOF spokesperson said Farrell oversaw a significant ...

AMP adviser, former Shadforth exec join Fortnum

LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
... board director at Class. He was previously the managing director of SFG Australia and the chief executive of Shadforth Financial Group before that. His son, Matthew Fenning, also joined Fortnum as a principal and adviser at Sydney practice Fortuity Strategic ...