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Showing 51 - 60 of 357 results for "Advisory Firm"

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy. BR Wellington is an accounting and business advisory firm and will rebrand as part of William Buck Australia and New Zealand. All ...

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
... minority stake in Cranage Financial Group to assist in building scale. Cranage Financial Group is a self-licensed advisory firm with $300 million in funds under management, $2 million in annual in-force life insurance premiums and six financial advisers. ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
A Melbourne-based financial advice firm has acquired a boutique investment consultant for an undisclosed amount. Wattle Partners has acquired Atchison Consultants after several years of looking for the right partner to help it expand. The consultancy ...

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
CountPlus member firm Unite Advisory has finalised the terms to acquire and merge with Coffs Harbour based advisory firm Bentley Brett & Vincent. The transaction includes an initial payment of $1.45 million and deferred payments over two years with ...

Perks looks within for directors

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
In a series of promotions, the South Australian wealth advisory firm has appointed two directors and an associated director to its leadership team. Kerry Bosnich and Fiona Gordon have both been promoted from associate director to director. Bosnich joined ...

Wilsons adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
The stockbroking and advisory firm appointed the former chief executive of Commonwealth Bank alongside Craigs Investment Partners head of private wealth and market to its board. Ralph Norris and Jeremy Williamson have been appointed as non-executive ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched. Developed by co-founders Paul Moran and Sahil Matta, iFactFind provides advisers a comprehensive, interactive digital fact-find. For prospective ...

L1 Capital launches activist fund

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... banking at Macquarie Capital in the US. He went on to become the managing director of Flagstaff Partners, a corporate advisory firm based in Melbourne, for over nine years. At Flagstaff, Hawkins helped advise the $9.7 billion Port of Melbourne lease ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's Charter Financial Planning. DMCA Advisory, which used to be part of Lonsdale and ...

Global Merces MD cops ASIC ban

KARREN VERGARA  |  MONDAY, 31 MAY 2021
... later, the Federal Court ordered Global Merces be wound up. Anthony Connelly and Michael Hill, who are partners at advisory firm McGrathNicol, were appointed as liquidators of Global Merces on 5 February 2020. Since the fund shuttered, Grofski listed ...