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Showing 81 - 90 of 143 results for "Centrepoint"

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 ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
Financial advisers in the Centrepoint Alliance network will benefit from a new partnership delivering virtual workspaces. Through integration with Suitebox, advisers will enjoy video conferencing and digital document signing as well as highly secure ...

Long-serving Centrepoint exec resigns

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2017
The group executive for investment solutions at Centrepoint Alliance will depart in August after 13 years with the business. Mat Walker described his decision to resign as a difficult one, given how much he has enjoyed working at Centrepoint and said ...

Centrepoint streamlines adviser transitioning

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
Advisers wanting to join Centrepoint Alliance can now do so via an online application, speeding up the process for those looking to transition between dealer groups. Head of advice services at Centrepoint, Karen Machovsky said the portal eases the transition ...