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Showing 51 - 60 of 146 results for "Centrepoint"

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... data, analyse it, investigate a range of other strategies, formulate the advice and compile the statement of advice." Centrepoint Alliance head of licensee standards Nicole Alexander, along with Dummett and Ardino, noted the most advised topics are retirement ...

Centrepoint hires recruitment lead

KARREN VERGARA  |  WEDNESDAY, 21 OCT 2020
Centrepoint Alliance has appointed a financial advice industry recruitment specialist to lead its national recruitment strategy. Charles Smith joins the ASX-listed firm as national recruitment manager. He was most recently at MLC Wealth where he spent ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... second wave of advisers leaving big institutions and potentially taking the self-licensing path. This is according to Centrepoint Alliance group executive of advice Paul Cullen, who said the ASX-listed firm is experiencing more than double the number ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... panel, facilitated by CoreData founder and principal Andrew Inwood, saw IOOF chief advice officer Darren Whereat, Centrepoint Alliance group executive advice services Kate Anderson and Matrix Planning Solutions chief executive Alison Dummett discuss ...

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... portfolio manager from IOOF as its new head of research, after the incumbent left in May. Daniel Stojanovski will start as Centrepoint Alliance's head of research on October 13. He joins after nearly five years at IOOF, starting as a research analyst ...

Dealer group investment head departs

ELIZABETH MCARTHUR  |  THURSDAY, 27 AUG 2020
... head of investment management for a dealer group has departed, establishing his own advisory. Julian Pitt has left Centrepoint Alliance after more than 13 years with the dealer group. Pitt was head of investment management and in the last year and a ...

Dealer group eyes aggressive expansion

ELIZABETH MCARTHUR  |  THURSDAY, 20 AUG 2020
Centrepoint Alliance has reported its annual revenue grew 11% as it plots an aggressive growth plan. Centrepoint said its plans for growth are to "aggressively pursue inorganic opportunities". The dealer group said 79 new financial advisers had joined ...

Chant West, Zenith agree on acquisition

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... subsidiary on April 6. It has since sold its Enzumo financial planning software business to ASX-listed dealer group Centrepoint Alliance for $1.5 million.

Dealer groups slam FPA policy

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUN 2020
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ...

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
... business Enzumo has been revealed, with an ASX-listed dealer group set to fork out $1.5 million for the business. Centrepoint Alliance will acquire Enzumo from Chant West, in a move that chief executive Angus Benbow said would enhance Centrepoint Alliance's ...