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Showing 71 - 80 of 121 results for "Lonsdale"

Lonsdale recognises exceptional advice

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Lonsdale Financial Group has announced the recipients of its 2016 financial planner and practice awards. Financial Planner of the Year was awarded to Peter Fry of Fry Financial Services in Ringwood Victoria, while Practice of the Year was awarded to ...

QIC and Future Fund win Port of Melbourne lease

DARREN SNYDER  |  MONDAY, 19 SEP 2016
... one of Australia's largest infrastructure assets and acquire the 50-year lease at the Port of Melbourne. Known as the Lonsdale Consortium, QIC, in conjunction with the Future Fund, Global Infrastructure Partners (GIP) and the Ontario Municipal Employees' ...

New role for IOOF executive

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
... on a two-year contract to help integrate and position IOOF's flagship advice businesses such as Bridges, Consultum and Lonsdale. He stayed on to assist with the integration of Shadforth Financial Group, incorporating Plan B, and Western Pacific over ...

UniSuper appoints legal specialists

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
... Humphries has held a range of operational and compliance roles with dealers and financial advisers including Zurich, DKN, Lonsdale and most recently as a consultant to Holley Nethercote Lawyers. UniSuper chief risk and legal officer, Sean Hughes, said ...

IOOF advice firm jumps ship to Fitzpatricks

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
An advice firm licensed under IOOF-owned Lonsdale has changed dealer groups and moved to non-aligned Fitzpatricks Private Wealth. Hobart-based Main Street Financial Solutions is licensed under Fitzpatricks starting July 1, 2015, principal Charles Badenach ...

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
... Planning (formerly part of Moon Cunningham and licensed through Count), Sullivans Financial Strategies (formerly with Lonsdale) and self-licensed group Hado Investments are the three practices to sign up in the last month. "Joining the Premium Wealth ...

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
... audit manager to head up its compliance division. Johan Cruz managed the audit for a number of businesses, including the Lonsdale dealer group while at IOOF.A He also spent two years at Count Financial as a compliance auditor. Premium chief executive ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
Premium Wealth Management has appointed former Lonsdale Financial Group Justin Viney as head of network development. Viney's key brief will be to interact with accounting firms seeking to broaden their financial planning offering. He was previously ...

Bombora signs first partner, signals more expansion

ALICE URIBE  |  WEDNESDAY, 11 SEP 2013
... strategy to build a boutique dealer group via managed expansion. CRA made the move to Bombora from previous licensee Lonsdale Financial Group. In welcoming CRA as Bombora's first signing, Handley: said "word-of-mouth and a sound, non-aligned boutique ...

WHK appoints SMSF head

MARK SMITH  |  THURSDAY, 21 FEB 2013
... strategies for financial services and accounting companies. Prior to that, Salmon was a business consultant at DKN - Lonsdale Financial Group, a partner at Shirlaws Global Management Consultancy and chief executive and head of strategy at The Strategist ...