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Showing 61 - 70 of 1846 results for "Financial Group"

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
... Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...

MA Financial makes $525m acquisition

MATTHEW WAI  |  THURSDAY, 9 OCT 2025
MA Financial Group will become the manager of Top Ryde City Shopping Centre following the acquisition of the site in a joint venture with a Singaporean real estate investment trust for $525 million. Keppel REIT will provide a 75% co-investment with ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... Annick Donat stepped down from her role as chief executive in July 2024. Baragwanath began with the sale of Madison Financial Group to Infocus. "That was because there were big claims risks from the licence. There would be costs on the licence, it never ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... to ensure victims of the Shield and First Guardian collapses can access recourse. Anne Street Partners, Nextgen Financial Group, Dover Financial Advisers, Spectrum Wealth, Libertas Financial Planning, and Brite Advisors are also on the list of advice ...

FICAP RockStar raises $110k for charity

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... singing talents of some of their peers. Performing at The Beresford in Sydney's Surry Hills last night, Magellan Financial Group key account manager Martin van Eyk was crowned FICAP RockStar after belting out the Screaming Jets classic, Bette r. ...

Shield collapse brings wholesale governance to the forefront

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... Master Fund has pushed governance to the forefront - particularly among wholesale investors, according to Magellan Financial Group. Sophia Rahmani, chief executive and managing director of Magellan, told the Berkshire Global Advisors M&A Symposium in ...

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... high-net-worth investors, says Jarrod Walter, provisional financial adviser and client service manager at Delta Financial Group. Delta Financial Group's typical client is a high-income earner with a household income of $400,000 or more, and typically ...

InterPrac wants super funds' reserves to remediate Shield, First Guardian victims

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... claiming he engaged in "unconscionable conduct". In releasing its 2025 financial report recently, Crole told Sequoia Financial Group investors that "proactive action" was taken in closing new business in Shield in July 2023 and First Guardian in December ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
ASIC has heaped more allegations against former financial adviser Ferras Merhi, claiming he engaged in "unconscionable conduct" related to the First Guardian Master Fund and Shield Master Fund that has put more than $520 million on the line. ASIC said ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... advisory unit. Clime managing director Michael Baragwanath attributed part of the turnaround to offloading Madison Financial Group last June to Infocus. "The past twelve months have been about rebuilding. The sale of Madison Financial Group was only ...