Search Results | Showing 51 - 60 of 92 results for %22ipac Financial Planning%22 |
| | | ipac securities-owned firm, TFS Financial Planning, has acquired two QLD financial planning firms in Atherton and Townsville as part of its QLD-expansion plans. Townsville firm, Financially Yours, has $86 million in funds under advice (FUA) while Magnitude ... |
| | | | ... for our clients, staff and shareholders," said Ivan Cohen, principal of Piersbridge Consultants. rmg is majority owned by ipac securities. |
| | | | ... the 12 nominees for most outstanding thought leader, they include Dr Ishaq Batti, La Trobe University, Paul Clitheroe AM, IPAC Securities, Tony Day, Scarce Capital (ex Future Fund), Professor Michael Drew, Professor Stephen Gray, Queensland Investment ... |
| | | | Wealth management firm iPac has bought a $230 million Adelaide-based planning practice, growing the funds under management of its South Australian arm to more than $1.2 billion. Financial advisory firm Intervest Holdings has taken its team of six financial ... |
| | | | ... Waddell will continue to manage AXA's unaffected financial advice network. AMP private wealth management will be embedded into ipac, whose managing director Neil Swindell stays in charge. Jack Regan continues to lead AFS New Zealand, which outlined its ... |
| | | | Russell Investments has appointed former Ipac Securities head of advice capabilities as its new practice development manager intermediaries, with a brief to roll out its practice management program. John Nolan has taken on the role and will be responsible ... |
| | | | AXA-owned ipac Securities has briefed its call centre staff to make its register of alternative remuneration for planners available to members of the public, after a staff member failed to do so following a request. A spokesperson for ipac said the ... |
| | | | Snowball Group has appointed former director and national head of ipac Financial Planning, Sally Manion, as an executive director, advice & professional services. Besides her senior role at ipac, Manion previously worked as general manager of financial ... |
| | | | ... you do around financial literacy, I do see it, [and] I commend you for it," he said. Clitheroe is a founding director of ipac. According to Rainmaker Information, he has extensive research and marketing experience in the financial planning industry. ... |
| | | | Financial planning dealer group, ipac, has bought a 40 per cent equity stake in Australian Financial Risk Management (AFRM), a business with more than 2,000 in-force policies representing $10 million in premiums. This deal represents the first time ... |
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