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Showing 1 - 9 of 9 results for "Business Advisors"

Advisers, accountants ramp up partnerships

KARREN VERGARA | WEDNESDAY, 13 DEC 2023

... starting". In November, Prosperity Advisers Group merged with a Brisbane-based accounting firm P+Y Accountants and Business Advisors. ASX-listed Count ramped up its acquisition of accounting firms in 2023. This included acquiring Canberra-based Allan ...

Prosperity merges with accounting firm

KARREN VERGARA | WEDNESDAY, 1 NOV 2023

... Brisbane-based accounting and advisory firm. Prosperity has joined forces with Brisbane-based P+Y Accountants and Business Advisors. P+Y Accountants partners Brenden Yantsch and David Pennell and a team of 11 became part of Prosperity as of today. Yantsch ...

Fordham sets sight on growth

KERRIE SYDEE | FRIDAY, 15 JUL 2016

Perpetual's Fordham Business Advisors has appointed six new partners, including one internal appointment. Five new partners will join Fordham in New South Wales: Darren Hill, Stephen Waite, Stuart Le Cornu, Jennifer Nairne and Michael Doughty. Neil ...

Findex acquires private wealth firm

ALEX BURKE | WEDNESDAY, 1 JUL 2015

... and our other brands." At the same time as Findex's acquisition, advice and accounting firm ESV Accounting and Business Advisors announced its merger with Harveys Chartered Accountants. ESV partner Kurt Baker said the merger was "a natural fit for ESV ...

Adviser banned for life

ALISON BEVEGE | TUESDAY, 22 FEB 2011

... Australia, and worked with Port Pirie-based businesses Principle First Financial Planning, Pisani Accountants and Business Advisors, and Trevor Carll Financial Services.

Perpetual Private Wealth targets growth

RUTH LIEW | FRIDAY, 22 OCT 2010

... the last 12 months we've just had two large transactions between Grosvenor [Financial Services] and Fordham [Business Advisors]. "We're very conscious of making sure that we learn from those transactions," he said. As part of its growth strategy, Perpetual ...

Zurich sales head joins Perpetual

RUTH LIEW | MONDAY, 18 OCT 2010

... includes $900 million of funds from the acquisition of advice businesses Grosvenor Financial Services and Fordham Business Advisors. Private wealth's revenue increased by nearly $26 million to $111.6 million, up 30 per cent up from the prior year. Perpetual ...

Rising markets boost Perpetual's bottom line

JOHN MCDULING | TUESDAY, 24 AUG 2010

... to the result, a 12 percent increase, buoyed by the acquisitions of Grosvenor Financial Services and Fordham Business Advisors. The diversified financial services group described itself as heavily leveraged to rising markets, and there is little doubt ...

Plan B gets growing in New Zealand

HAMISH MADDEN | THURSDAY, 26 JUL 2007

... announcement of an alliance between its subsidiary Partnership Financial Services and New Zealand-based Polson Higgs Business Advisors. Polson Higgs will provide advice to Partnership Financial Services' clients and will leverage the Plan B subsidiary's ...

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Editor's Choice

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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