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Showing 1 - 10 of 79 results for "Centric Wealth"

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN | THURSDAY, 10 JUL 2025

... Potter co-chief executive Selvarajah said the wealth manager's focus remains on delivering high-value, client-centric wealth advice. "By partnering with a specialist provider like Praemium for administration, we're able to free up our team to ...

Resolution Life Australasia adds to partnerships, product team

MATTHEW WAI | MONDAY, 29 JUL 2024

... position of general counsel and company secretary. She has held similar roles in renowned establishments such as Centric Wealth, Perpetual, and, most recently, Integrity Life. Tim Tez, chief executive of Resolution Life Australia, said: "These new appointments ...

Retail super funds plan to merge

ANDREW MCKEAN | WEDNESDAY, 26 JUL 2023

... ensuring members would continue to be serviced by their existing adviser after the transfer," the spokesperson said. A Centric Wealth spokesperson said it has been closely collaborating with CFS and fund managers to ensure a smooth integration of encircle's ...

Findex names co- chief executives amid plans to grow wealth capabilities

CASSANDRA BALDINI | WEDNESDAY, 24 AUG 2022

... their working partnership. This includes global accounting firm Crowe Australasia and wealth management leader Centric Wealth and has resulted in the business growing from a team of 50 people to nearly 3000 across 100 locations since 2008. "As one of ...

Mercer nabs Lonsec consultant

ELIZABETH FRY | MONDAY, 31 JAN 2022

... manager at Findex Group, the integrated financial advisory and accounting services provider. Earlier, he worked at Centric Wealth as an investment support coordinator and at Garnaut Private Wealth as a portfolio administrative manager. Commenting on ...

Life insurer chief executive retires

JAMIE WILLIAMSON | THURSDAY, 5 MAR 2020

... Powell served as interim chief executive of PHAROS Financial Group. He is also a former chief operating officer of Centric Wealth and regional chief financial officer, Australia and New Zealand of Zurich.

Former dealer group chief to lead Australian Ethical

HARRISON WORLEY | TUESDAY, 4 FEB 2020

... capitalising on their passion for making a difference." McMurdo has also previously served as chief executive of Centric Wealth Management. He also led AMP's life insurance business in New Zealand, as well as the wealth manager's local marketing effo ...

Class makes managed accounts play

JAMIE WILLIAMSON | TUESDAY, 5 MAR 2019

... and investment managers." Philo was established in 2012 and has contributed to the managed account offerings of Centric Wealth, Shadforth Financial Group and IOOF.

Fortnum lands investment veteran as chairman

KANIKA SOOD | THURSDAY, 5 APR 2018

... across Australia. The appointment - along with the adviser group's February appointment of Glen Castensen from Centric Wealth - are a key part of Fortnum's strategy to push for better business solutions, chief executive Neil Younger said. "Nigel's extensive ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE | WEDNESDAY, 14 FEB 2018

Fortnum Private Wealth is welcoming a former chief executive of Centric Wealth to its ranks. Glen Castensen joins in an executive position reporting directly to Fortnum managing director Neil Younger. He was most recently a financial services consultant ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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