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Showing 1 - 3 of 3 results for "CUA Financial Planning"

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... non-aligned dealer group after acquiring Centric Wealth and Crowe Horwath. IOOF acquired SFG Australia and CUA Financial Planning, Clearview took over Matrix Planning Solutions and Spring Financial bought Pink Diamond Financial Group and Moneytree Partners ...

Bridges brings another advice business under IOOF umbrella

LAURA MILLAN  |  TUESDAY, 10 JUN 2014
... financial planning arm "is too small to offer the full range of services customers might need." Selling CUA Financial Planning "enables us to focus on the growth of our core business," he added. As part of the buyout agreement, current CUA Financial ...

PIS expands management expertise

MARK STORY  |  WEDNESDAY, 5 DEC 2012
... nine years' experience within the finance industry, his most recent role as national manager Advice at CUA Financial Planning. Harvey has extensive experience in the financial services industry and has held senior compliance roles at Westpac and CBA. ...
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