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Showing 61 - 70 of 177 results for "Bridges"

New role for former ClearView executive

HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
... years at ClearView, including as head of partner support. Earlier, he was a financial planning business support manager at Bridges Financial Services. Crescere partners with accountants to provide planning advice to their clients. Rather than doing so ...

Dealer group acquires bank advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
An IOOF-owned dealer group has acquired Bendigo and Adelaide Bank's financial planning business. Bridges Financial Services has entered into a strategic partnership with the bank that will see Bridges take ownership of Bendigo and Adelaide Bank's ...

Fintech expands team for ongoing growth

JAMIE WILLIAMSON  |  WEDNESDAY, 27 FEB 2019
... growth of 120% over the last 12 months and expects the trend to continue, adding four new team members to assist. Former Bridges Financial Services head of stockbroking Nick Avery joined the business as head of equity solutions. He will be responsible ...

MGP chair steps down

KARREN VERGARA  |  MONDAY, 11 FEB 2019
... commenced as chair on 1 February 2014, the same date David Heather was appointed as chief executive. Sharp co-founded Bridges Financial Services and is the former chair of Investors Mutual, Global Value Investors and Premium Investors. Brook is the former ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... goals and needs. That can only be good for their clients." MPS via Pursuit Select is available to two of IOOF's licensees, Bridges Financial Services and Consultum Financial Advisers. IOOF anticipates it will offer MPS to the broader market. MPS is fully ...

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
... Tattershall previously served for more than a decade as an alliance manager at financial planning and stockbroking firm Bridges Financial Services, before joining the FPA in 2016. Tattershall said his remit would involve travelling throughout NSW and ...

Chief economist update: We're headed for surplus (if assumptions hold)

BENJAMIN ONG  |  WEDNESDAY, 9 MAY 2018
... the employed and increased welfare payments for those who aren't, childcare for parents, health for the sick, roads and bridges for the travellers, and so on and so forth. And oh, despite the Coalition's generosity, the government's fiscal account is ...

New consultancy bridges IFA support gap

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
The rate financial advisers are leaving vertically integrated channels has motivated two industry experts to establish a "ruthlessly independent" community. GreenZone Australia co-founder and partner, Geoff Rimmer, said a significant number of advisers ...

Kokoda revisited: The AFA journey

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
... a bloody hard seven days." "Rain, heat, humidity, clay, climbing up and down a cumulative 10,000 feet; log and bamboo bridges and water crossings, poor sleep, aches and pains...but I had 20 fellow-trekkers that are now 20 mates. The pillars at Isurava ...

IOOF grows against the grain

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... were positive for the 18th consecutive quarter, amounting to $1.2 billion. This was largely attributable to clients of Bridges being transferred to the Pursuit platform. Overall, IOOF reported an underlying net profit after tax of $169.4 million and ...