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Showing 71 - 80 of 125 results for "Centrepoint Alliance"

Centrepoint Alliance names new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
The chief executive of an IOOF-aligned dealer group will take over leadership of Centrepoint Alliance in 2018. Shadforth Financial Group chief executive Angus Benbow has been named as Centrepoint's new chief executive, commencing April 2018. Benbow ...

Former CBA-aligned adviser banned for three years

ALEX BURKE  |  FRIDAY, 1 DEC 2017
... and charges associated with the implementation of her advice." Hamilton's banning follows ASIC banning a Centrepoint Alliance representative for three years last week. Ramana Rao of Metaplanners in South Australia was banned from providing financial ...

Centrepoint adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
A financial adviser licensed through Centrepoint Alliance's Professional Investment Services has been banned by ASIC for three years for incompetence. Ramana Rao of Metaplanners in South Australia was banned from providing financial services after it ...

Centrepoint launches new advice partnership

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
Centrepoint Alliance has established a community of high performance advice firms comprising practices with aligned views on innovation and success. Centrepoint will be forming strategic partnerships with those firms in the Partner's Circle, which were ...

Centrepoint names interim chief executive

ALEX BURKE  |  FRIDAY, 3 NOV 2017
In the midst of an executive search following John de Zwart's resignation, Centrepoint Alliance has appointed an interim chief executive. From November 24, Soula Cargakis will lead the financial advice network. She is currently Centrepoint's distribution ...

Former Centrepoint executive joins Praemium

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
Praemium appointed a former Centrepoint Alliance executive to lead its product and marketing division. Mat Walker will join the investment administration and financial planning technology platform as the new head of product and marketing in November. ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
Financial advisers licensed by Centrepoint Alliance can now access estate planning documentation and advice following a partnership with a legal documentation company. Joining forces with Topdocs, Centrepoint has enabled advisers to access to trust ...

Centrepoint accelerates distribution strategy

KARREN VERGARA  |  MONDAY, 11 SEP 2017
Centrepoint Alliance is ramping up its distribution strategy with two promotions and a senior appointment. Cameron Cogle joins as a management consultant overseeing teams across New South Wales, Victoria and Tasmania. He previously held general manager ...

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
A newly-formed fintech partnership will enable Centrepoint Alliance financial advisers to develop stronger client relationships as well as provide tools to promote shared responsibility for the client's financial situation. A full-service money management ...

Centrepoint Alliance seeks new MD, records strong FY17 profit

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
Centrepoint Alliance is on the hunt for a new managing director and chief executive following the resignation of John de Zwart. Announced today in tandem with the group's annual results, de Zwart will leave the company in November after four-and-a-half ...