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Showing 1 - 2 of 2 results for "Certe Wealth Protection"

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... development consultant after two years in the insurer's service consulting team. Before joining NEOS, Hom was at Certe Wealth Protection, and brings a background in paraplanning. Michael Stamos brings experience as a financial adviser to the new role ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
... (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven support staff. It has approximately ...
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