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Showing 61 - 70 of 79 results for "Centric Wealth"

Centric Wealth signs on XPLAN

COMPANY RELEASE  |  FRIDAY, 14 AUG 2009
Centric Wealth Advisers has entered into an agreement with IRESS to deploy the tech firm's web-based adviser desktop, XPLAN. "Following a strategic review of systems, extensive input from our adviser team, and a formal market analysis, IRESS was chosen ...

Investors shift more money outside super

RUTH LIEW  |  WEDNESDAY, 8 JUL 2009
... Budget changes to super have prompted clients to boost investments outside of super to fund their retirement, said Centric Wealth advisers. According to Anne-Marie Esler, technical services manager at Centric Wealth which has $4.9 billion in funds under ...

Cuffe joins Centric board

PRESS RELEASE  |  MONDAY, 6 JUL 2009
Centric Wealth has appointed former Colonial First State chief executive Chris Cuffe to the firm's board. Cuffe is well known for his management roles at Colonial First State where he helped pioneer the FirstChoice platform and, separately, Challenger ...

CHAMP buys Centric Wealth

RUTH LIEW  |  TUESDAY, 3 MAR 2009
CHAMP Private Equity has completed the acquisition of a 75 per cent stake in Centric Wealth and invested $80 million into the boutique advisory firm. The deal follows "overwhelming support" from shareholders of Centric Wealth at a General Meeting held ...

Centric raises $100m in rights issue

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Centric Wealth struck an agreement with CHAMP Private Equity to underwrite a $100 million rights issue to retire short-term debt and buy more businesses. The rights issue is underwritten by CHAMP II Fund and must be approved by shareholders. Michael ...

Till taxes do us part

RUTH LIEW  |  TUESDAY, 12 AUG 2008
... couples unwary of CGT pitfalls could be in for a world of tax pain without professional financial advice, said Centric Wealth. Couples looking to untie the knot can often make the most out of the capital gains tax rollover relief, however they can also ...

Asset signs on IFFP

RUTH LIEW  |  MONDAY, 16 JUN 2008
... its members. The $1.45 billion superannuation fund previously used financial planning firms Money Solutions and Centric Wealth for its seminars and advice services, but the new arrangement will see IFFP take the reigns in providing a full financial planning ...

Raising stakes in charity

MICHAEL HOBBS  |  FRIDAY, 11 APR 2008
... industry veterans including Frank Macindoe, Goldman Sachs JBWere's director of private wealth; Robert Keavney, Centric Wealth Advisers chief investment officer; and Doug McTaggart, QIC chief executive. Also providing their input are Mark Nelson, Caledonia ...

Centric Wealth appoints new directors

MICHAEL HOBBS  |  TUESDAY, 13 NOV 2007
Independently owned wealth advisory group, Centric Wealth, has reshuffled its board of directors ahead of its planned initial public offering next year. Roger Davis has been appointed chairman with Martin Bloom, David MacKenzie, Alan Schwartz and Russel ...

Centric buys PKF

CHRIS NICHOLLS  |  MONDAY, 27 AUG 2007
Centric Wealth has made its final pre-listing acquisition, purchasing planner group PKF Financial Services. The company conducts PKF's financial planning business in Sydney and Brisbane and has approximately $400 million in assets under advice across ...