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Search ResultsShowing 1 - 10 of 89 results for "Centrepoint Alliance"
Praemium expands distribution footprint
KARREN VERGARA  |  TUESDAY, 6 APR 2021
... closely with head of distribution Martin Morris and chief commercial officer Mat Walker. Wright joined from Centrepoint Alliance where he worked across the firm's Ventura Managed Accounts Portfolios. He was at Centrepoint for almost seven years, starting ...
REA Group to acquire Mortgage Choice
ELIZABETH MCARTHUR  |  MONDAY, 29 MAR 2021
... does not alter FinChoice's position. Independent of the acquisition, FinChoice has been working with Centrepoint Alliance to outsource back-office operations," Mitchell said. REA said the transaction will allow it to significantly expand its offering. ...
Chant West to buy Rice Warner insurance comparator
KANIKA SOOD  |  FRIDAY, 5 MAR 2021
... private equity backed Zenith Investment Partners , and its financial planning software Enzumo to ASX-listed Centrepoint Alliance .
Australia to echo UK advice growth
ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... adviser needs, regulatory reforms and market dynamics," Koch said. Intelliflo recently formed an agreement with Centrepoint Alliance to distribute its services across the Australian market. Centrepoint Alliance's advice software provider subsidiary ...
Centrepoint Alliance posts $1.6m NPAT
KANIKA SOOD  |  FRIDAY, 26 FEB 2021
Centrepoint Alliance reported $1.6 million in NPAT for the December half, as its total adviser numbers dropped slightly to 308. Gross revenue for the period was $70.6 million up 15% to the six-months ending June. Centrepoint's revenue comes from a mix ...
Dealer group bolsters leadership
ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... for the firm's managed discretionary accounts service. Prior to that, she was national growth manager at Centrepoint Alliance for five years and spent over a decade in various business development roles at Zurich Financial Services. The hires mean Lifespan ...
Centrepoint to roll out advice tech
ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
Centrepoint Alliance has formed an agreement with UK-based financial advice technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to ...
The barriers to limited advice: Licensees
ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... analyse it, investigate a range of other strategies, formulate the advice and compile the statement of advice." Centrepoint Alliance head of licensee standards Nicole Alexander, along with Dummett and Ardino, noted the most advised topics are retirement ...
Centrepoint hires recruitment lead
KARREN VERGARA  |  WEDNESDAY, 21 OCT 2020
Centrepoint Alliance has appointed a financial advice industry recruitment specialist to lead its national recruitment strategy. Charles Smith joins the ASX-listed firm as national recruitment manager. He was most recently at MLC Wealth where he spent ...
Self-licensing on the horizon
KARREN VERGARA  |  MONDAY, 19 OCT 2020
... of advisers leaving big institutions and potentially taking the self-licensing path. This is according to Centrepoint Alliance group executive of advice Paul Cullen, who said the ASX-listed firm is experiencing more than double the number of inbound ...
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