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Showing 1 - 10 of 22 results for "Capital Advisory"

Prime FG eyes wealth management business

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... PFG's aim of doubling group revenue by FY25 to $50 million. PFG operates in wealth management and SMSFs, debt capital advisory and consulting, and accounting and business advisory. The wealth management unit has some $1.2 billion in funds under management ...

Knight Frank bolsters capital advisory team

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
Knight Frank has appointed Ben Schubert as its new head of capital advisory, Australia. Schubert takes on the role in addition to his current position as head of institutional sales, leveraging his track record of 20 years in the industry and seven ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... a registration prohibition order under s 921L(1)(c) Corporations Act 2001. Looking closer at the prohibition, Capital Advisory director and financial planner Michael Miller said that mechanics of cancelling registration and then prohibiting registration ...

Campbell Lutyens opens local office

ELIZABETH FRY  |  MONDAY, 30 OCT 2023
Global private capital advisory group Campbell Lutyens has hired former QIC infrastructure specialist Peter Siapikoudis as a managing director in its newly opened Melbourne office. Siapikoudis' association with Campbell Lutyens dates back to 2018 ...

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
Newly formed RE Capital Advisory has teamed up with stockbroking giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
Sports investment firm XV Capital is planning a new sports tech fund and offices in the US and Europe, making a slew of appointments in support of the strategy. XV Capital was launched in 2020 by former Australian Rugby Union captain Stirling Mortlock ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... to retail clients between January 2022 and March 2022. Looking closely at the FSCP's fourth determination, Capital Advisory director and financial planner Michael Miller said that some of the lessons that can be taken from it are similar to the third ...

FSCP hands down second order, audits adviser

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
... person under the written direction," the FSCP said. Comparing the FSCP's first and second determinations, Capital Advisory director and financial planner Michael Miller said while the first decision was fairly light on detail, given the nature of ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... strategies to mitigate the risk. Firstly, the report highlighted healthcare costs, a particular concern for retirees. Capital Advisory certified financial planner and director Michael Miller said that retirees need to make decisions today that could ...

Income Asset Management buys credit fund

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
... financial services, spending time at Bain Capital, Wellington Management, Goldman Sachs, Acorn Capital and Investor Capital Advisory. "Daniel and Anthony have a proven track record, defending investors' capital during the most challenging of environments ...
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