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Showing 1 - 5 of 5 results for "Euroz Hartleys"

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... underpins the theme for SIAA's annual conference that will be held at the Melbourne Grand Hyatt on May 14-15. Euroz Hartleys head of advice Amanda Boyce, who will partake in the panel Financial advice reform, will provide an adviser's perspective ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... as a super fund to make the most of these legislative reforms for our membership." The panel will also feature Euroz Hartleys head of advice Amanda Boyce and Ashurst partner Jonathan Gordon. It will be moderated by Andrew Bird, head of advice at JBWe ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
Euroz Hartleys will use Mason Stevens' outsourced chief investment office (CIO) service to ensure the unique investment needs of its clients are met via an enhanced capability. Euroz Hartleys said the partnership is testament to its dedication to ...

WAM to acquire two LICs

KARREN VERGARA  |  THURSDAY, 23 DEC 2021
... investments, returning 10.7% since its 2008 inception. Westoz Funds Management is the fund manager, which is owned by Euroz Hartleys Group. WIC has the same management structure, but invests in small to mid-cap ASX listed stocks. It has returned 12.9% ...

Euroz expecting spike in NPAT

KANIKA SOOD  |  WEDNESDAY, 3 FEB 2021
... billion in funds under management, and its funds management brand. "We are very pleased with the performance of our Euroz Hartleys business. [It] is now the largest stockbroking firm in Western Australia are searching 126 companies," Euroz executive ...
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