Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 95 results for "Centrepoint Alliance"

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... in May 2020 under the umbrella of TenFifty Financial Group. Before NAB, he worked at Keystone Partnership, Centrepoint Alliance, Suncorp Life and Macquarie Group. "I am looking forward to growing the Swell Asset Management brand across its target market ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... solution, which is saving financial advisers nearly six hours per client, has snapped up partnerships with Centrepoint Alliance and other mid-tier licensees. Advice Revolution, founded by former advisers Adrian Patty and Shaun Green, aims to eliminate ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
Centrepoint Alliance has appointed a head of business and operations for its recently acquired advice software arm Enzumo. Farisha Cabrera will step into the position. She was most recently senior product manager for financial planning at Morningstar. ...

Milford hires from Macquarie

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... distribution. Milford also appointed Brad Mackay to the position of regional manager for Queensland. He joins from Centrepoint Alliance and is a longstanding member of the Financial Planning Association of Australia. Prior to his time at Centrepoint ...

Advice group chief executive exits

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... chief executive of an ASX-listed financial advice group is set to leave the company. Angus Benbow has led Centrepoint Alliance since 2018. He will leave the company on May 28. Centrepoint did not ascribe a reason to the departure in its ASX filings. ...

Dealer group offers new fee structure

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
A dealer group is offering a new fee structure for financial advisers who choose to work part-time. Centrepoint Alliance has launched a new flexible fee model, available to financial advice firms with more than one authorised representative. For advisers ...

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 ...
PREVIOUS
NEXT