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Showing 1 - 4 of 4 results for "AFM Advisers"

Association names new chief and president

KARREN VERGARA  |  FRIDAY, 29 MAR 2019
... financial wellbeing manager Shadforth Financial Group and replaces Terry Rhodes. Rhodes has been the managing director of AFM Advisers since 2012. "The WSSA represents its members at an industry, government and regulatory level and our number one goal ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
... Dunsford said. This acquisition follows AZ NGA subsidiary, Wise Planners, purchasing a $284 million client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June and had previously discussed succession planning strategies with ...

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE  |  THURSDAY, 2 NOV 2017
... assets under advice to more than $6 billion. Wise Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June and had previously discussed succession planning strategies with ...

Corporate super adviser body beefs up to face challenges

LAURA MILLAN  |  FRIDAY, 13 FEB 2015
... financial advisers. Former CSSA president Douglas Latto will take up the position of chief executive officer, while AFM Advisers managing director Terry Rhodes will take on the president position. "A chief executive directly employed by CSSA will give ...
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