Search ResultsShowing 1 - 10 of 44 results for "Bridges Financial Services"
New role for former ClearView executive
HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
... including as head of partner support. Earlier, he was a financial planning business support manager at Bridges Financial Services. Crescere partners with accountants to provide planning advice to their clients. Rather than doing so on a client ownership ...
Dealer group acquires bank advice business
JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
... IOOF-owned dealer group has acquired Bendigo and Adelaide Bank's financial planning business. Bridges Financial Services has entered into a strategic partnership with the bank that will see Bridges take ownership of Bendigo and Adelaide Bank's ...
Fintech expands team for ongoing growth
JAMIE WILLIAMSON  |  WEDNESDAY, 27 FEB 2019
... the last 12 months and expects the trend to continue, adding four new team members to assist. Former Bridges Financial Services head of stockbroking Nick Avery joined the business as head of equity solutions. He will be responsible for driving innovation ...
MGP chair steps down
KARREN VERGARA  |  MONDAY, 11 FEB 2019
... on 1 February 2014, the same date David Heather was appointed as chief executive. Sharp co-founded Bridges Financial Services and is the former chair of Investors Mutual, Global Value Investors and Premium Investors. Brook is the former chief executive ...
IOOF expands managed accounts offering
KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... can only be good for their clients." MPS via Pursuit Select is available to two of IOOF's licensees, Bridges Financial Services and Consultum Financial Advisers. IOOF anticipates it will offer MPS to the broader market. MPS is fully integrated with XPLAN ...
Centrepoint Alliance bolsters distribution team
HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
... previously served for more than a decade as an alliance manager at financial planning and stockbroking firm Bridges Financial Services, before joining the FPA in 2016. Tattershall said his remit would involve travelling throughout NSW and Queensland ...
IOOF names new tech services head
JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... the role, succeeding Kate Anderson who became head of business support for IOOF-owned dealer group Bridges Financial Services in December 2016. Breckon joined IOOF in 2012 and has over 20 years' experience in technical advice services, having previously ...
IOOF shifts senior staff to lead Bridges
JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Bridges Financial Services will welcome two recruits in the New Year, both taking on newly-created roles. Joining the Bridges leadership team in the role of head of business support is Kate Anderson, currently head of technical services at IOOF. Anderson ...
Queensland bank sells planning business
DARREN SNYDER  |  MONDAY, 19 DEC 2016
... the Queensland-based Heritage Bank sold its financial planning business to national adviser group Bridges Financial Services. According to Rainmaker Information, the deal will potentially see Bridges climb inside the top 13 planning firms nationally ...
Bridges partners for financial education
KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
Bridges Financial Services has partnered with The Smith Family to help deliver a financial education program to disadvantaged high school students. The two-year, $300,000 partnership will help equip 4000 students from low-income families with money ...
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