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Showing 621 - 630 of 1010 results for "Private wealth"

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Mechanics took out the title. The Excellence in Service Award was awarded to Patron's Stephen White of Lombard Private Wealth and to Infocus' Jamie Panelli and Ayesha Brine of Infocus Norwood. Reg Sheridan of Sheridan and Associates was awarded Patron's ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Planning FPA Financial Planner AFP of the Year Award Cody Harmon, Meridian Wealth Management Tim McLaughlan, Elston Private Wealth Paul Turner, Wealthwise FPA Paraplanner of the Year Award Cynthia Sercombe, Tupicoffs Shayne Sommer, Shadforth Financial ...

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
... keynotes from CBA's executive manager, research Aman Ramrakha and SuperConcepts' executive manager, SMSF technical and private wealth Graeme Colley. Ramrakha discussed the merits of moving to an objectives-based advice model, while Colley discussed the ...

BTFG navigates wealth management headwinds

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
... last year. Excluding the sale, the division was still down 3% ($16 million) compared to the same time last year. Private Wealth income was higher than the correlating period last year, with average funds under management and funds under administration ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... Anthony D'Alessandro of Victorian based Required Financial Services. Practice of the Year was awarded to Lifetime Private Wealth of New South Wales and Samantha Robinson of Pursue Wealth took the title of Rising Star. Simon Lu and Christian Egan from ...

FOX appoints Australia/NZ market leader

ALEX BURKE  |  TUESDAY, 25 OCT 2016
... attract new members to our council peer group." FOX represents over 8,000 family leaders and advisers from 500 private wealth firms in 20 countries.

Two more Macquarie veterans join Shaw

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
... Partners has appointed two new advisers. The first, John Wardman, joins Shaw's Sydney office directly from Macquarie Private Wealth, where he spent 13 years. In an internal memo, Shaw and Partners head of private wealth and co-chief executive Earl Evans ...

NAB private wealth vet takes on key China relationship role

ALEX BURKE  |  MONDAY, 17 OCT 2016
A NAB Private manager specialising in high-net worth Asian clients has joined a wholesale private and institutional financial services provider. Helen Huang, previously a NAB branch manager and NAB Private client manager, has joined the SILC Group as ...

BT Private Wealth director joins accountancy firm

ALEX BURKE  |  TUESDAY, 11 OCT 2016
... firm Kelly + Partners has appointed a new senior client director. Trent Doughty joins Kelly + Partners from BT Private Wealth Markets, where he was a director. Prior to that, he was a partner - private wealth management at Evans and Partners. He has ...