Search Results | Showing 1 - 10 of 144 results for "Centrepoint Alliance" |
| | | Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint ... |
| | | | ... Financial Services Group Australia, Monte Silva was running his own firm Gem Wealth Advisory, licensed through Centrepoint Alliance, from March to December of 2025. He still works here as a mortgage broker. The ban was actually handed down in December ... |
| | | | ... 15 advisers have joined the group, with a further 16 advisers signed and progressing through onboarding, Centrepoint Alliance noted. EBITDA excluding long-term incentive (LTI), one-off costs and contingent consideration (normalised EBITDA) of $6.2 million ... |
| | | | Centrepoint Alliance will offload its lending solutions business to Astute Financial Management to solely focus on licensee services, financial advice, managed accounts and platforms. Under the agreement, Centrepoint said it will retain the lending-as-a-service ... |
| | | | Centrepoint Alliance said it expects strong momentum to push its core profit to the top end of its guidance of $11.5 million to $12 million for the full year. The financial services firm forecasts EBITDA for H1 FY26 at $6 million, a 13% jump in earnings ... |
| | | | ... senior investment analyst in the chief investment officer's office at ANZ, following eight years with Centrepoint Alliance, where he finished as head of research. Dellit is also a member of the Oceania Advisory Committee recently launched by the ... |
| | | | ... there is a need for external advisers. Brighter Super recently divested its comprehensive advice book to Centrepoint Alliance, which saw 400 clients transition to Centrepoint's salaried advice arm Financial Advice Matters. "Where a member has more complicated ... |
| | | | Centrepoint Alliance saw its net profit after tax (NPAT) reduced by over $2.6 million in FY25 on the back of increased expenses. Centrepoint Alliance reported $40.9 million in gross profit for FY25, a 13% or $4.8 million increase from the prior corresponding ... |
| | | | ... groups that saw their number of advisers grow during the period were Lifespan Financial Planning (up 4%), Centrepoint Alliance and Morgans Financial (both up 1%). Interprac Financial Planning had the largest number of new adviser registrations of 51. ... |
| | | | Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial ... |
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