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Showing 1 - 10 of 131 results for "Centrepoint Alliance"

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... advice sector. He noted that this shift has led to the emergence of new players, such as Entireti, Count, and Centrepoint Alliance, effectively replacing the "big six." "We're seeing some big licensees come through off the back of the big six essentially ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
Centrepoint Alliance head of research Daniel Stojanovski has been appointed chief investment officer of Ventura Funds Management, the dealer group's asset management arm. As investment chief, Stojanovski will focus primarily on the investment management ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
Centrepoint Alliance has launched the IconiQ investment platform, developed in partnership with FNZ, to provide advisers with both an Investment and Super Wrap solution. Centrepoint said the Investment Wrap is a comprehensive investment account designed ...

Centrepoint profit jumps, grows advisers

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
Centrepoint Alliance has reported a 20% increase in EBITDA for FY24 of $9.1 million and NPAT of $7.8 million, up $1.5 million from FY23. Gross revenue across the network of licensed financial advisers and self-licensed firms increased by 6% to $288 ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... 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, with Perrett ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... 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 is the founder of ...

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 ...

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
... 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 21. Diverger ...

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 ...
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