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Showing 1 - 10 of 100+ results for "Centrepoint"

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... they're all growing well." In an effort to further increase that scale, Diverger recently made an offer to acquire Centrepoint Alliance, while Jacobsen couldn't comment further, he said the discussions are ongoing and currently inconclusive. The ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... contribute to financial inequality in society," Krishnamurti said. The research was funded by Magellan Asset Management, Centrepoint Alliance, the Financial Planning Association of Australia and the Financial Planning Education Council. The findings ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... cash dividends." The news comes after Diverger proposed a $65 million acquisition of leading financial adviser firm Centrepoint Alliance in late June. The potential merger could create the third largest licensee behind Insignia and AMP.

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... AFSL but likely due to its acquisition of E.L. & C. Baillieu. However, over 12 months Ords lost advisers and it is Centrepoint Alliance that has had the most advisers join since last July at 61. Finally, there was a total of 128 new AFSLs with at least ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
Diverger's bid for Centrepoint Alliance does not reflect the company's strategic value, the latter's board has determined. Diverger handed Centrepoint a non-binding indicative offer last Thursday, offering about $65 million for 100% of the company's ...

Diverger makes $65m bid for Centrepoint Alliance

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
With a 20% interest already under its belt, Diverger is looking to acquire 100% of Centrepoint Alliance. Yesterday, the listed advice group entered a call option deed with TIGA Trading and Thorney Holdings in respect of 19.99% of Centrepoint. This was ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... responsibility we have in helping Australian advice firms thrive with the most advanced open architecture solutions." Centrepoint Alliance's financial adviser network was among the first to access intelliflo, with the licensee forming an agreement ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Hannah; Austbrokers Life managing director Ben Donald; Australian Unity executive general manager, advice Matt Brown; Centrepoint Alliance group executive, advice Paul Cullen; Fortnum Private Wealth group chief executive Neil Younger and Synchron director ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... regional manager for South Australia and Western Australia. He joined InterPrac last year and prior to that worked at Centrepoint, Asteron and AMP in roles assisting advisers and accountants to build their businesses. Paul Griffith has been appointed ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... Australia. His previous financial services experience includes working in senior roles at Centuria Capital, Gowings, Centrepoint Alliance and AMP. Such roles included distribution and marketing lead, general manager of investment bonds and leading wholesale ...
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