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Showing 1 - 10 of 146 results for "Centrepoint"

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... high-net-worth individuals. Sydney-based founder and partner Roger Perrett set up Freshwater Wealth, which is licensed by Centrepoint Alliance, and is joined by partners and financial advisers Jon Harris and Dean Fuchs. The three are former Westpac advisers ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... resolutions. The executives railed against the share portfolio assertions, which Jones and Glennon argued that excluding the Centrepoint Alliance investment, Sequoia has lost close to $1.4 million dollars in trading activities. Jones and Glennon, who ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
... growth. The positive sentiment comes despite the insurer competing its exit from advice after selling its stake in Centrepoint for $15.2 million back in November last year and aiming to exit wealth management with the sale of ClearView Investment Management ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
Centrepoint Alliance is working to launch a new, "competitively priced" IDPS and superannuation platform, a strategic initiative outlined as it posts $140.5 million in gross revenues for 1H24 and $4.9 million in profits. Centrepoint said it has partnered ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... Netwealth's combined market capitalisation is now equivalent to AMP, Insignia, IRESS, Link, Bravura, Count, Wealth Today, Centrepoint, and Sequoia. "Having a technology-focused business without historical baggage is a clear advantage," Finura sai ...

Centrepoint Alliance chair resigns after four months

CHLOE WALKER  |  THURSDAY, 11 JAN 2024
Simon Swanson has resigned as chair of Centrepoint Alliance (Centrepoint) just four months on from his appointment. Swanson's departure as chair is effective immediately, while his departure as a board director takes effect at the end of the month. ...

Count, Diverger forge ahead with acquisition

KARREN VERGARA  |  FRIDAY, 17 NOV 2023
... believed that its $1.4083 per share proposal was superior. Instead, it announced today that it bought a stake into Centrepoint Alliance for $13.05 million. The new offer price represents a 52% premium on Diverger's last closing price as at September ...

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
COG Financial Services has taken over part of ClearView's stake in Centrepoint Alliance (CAF) for $13 million. After dumping its bid for Diverger on Wednesday, COG has purchased approximately 39.56 million CAF shares at 33 cents per share from the ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
Centrepoint Alliance has entered into a binding agreement to purchase 100% of Brisbane-based financial advice firm Financial Advice Matters Group (FAM). Centrepoint Alliance said the transaction, subject to the fulfilment of closing conditions, should ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... Investments and rebranded in 2021. Since then, it sought potential opportunities to expand, attempting to acquire Centrepoint Alliance, but ultimately fell through. The deal is set to be implemented in February 2024.
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