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Showing 1 - 10 of 14 results for "FPSA"

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and Mornington Financial services from Melbourne, Redthorn ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH  |  FRIDAY, 5 SEP 2014
... in both appointing financial planning firms within our boutique Licensee business Financial Planning Services Australia (FPSA) and also establishing AFSL's for financial planning firms that wish to operate as an IFA under their own License." He said ...

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... years, and she left the business to pursue another opportunity. The group has appointed Financial Planning Services Australia (FPSA) executive Peter Boston as head of advice development. In this new position, Boston will oversee the sales, practice development ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
... Micallef said. The group currently has a total of 60 advisers across three companies: Financial Planning Services Australia (FPSA), Bridgeport and Pathway, which services 1,000 advisers. Micallef said that the group is looking to grow by 5 practices ...

Netwealth nabs AMP exec

JAMES FERNYHOUGH  |  WEDNESDAY, 4 SEP 2013
... Netwealth has appointed John Boston to the role of national advice manager of the Financial Planning Services Australia (FPSA), part of the netwealth Advice Group. In addition to his role at FPSA, Boston will hold an executive role at netwealth Advice ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
... Micallef. NAG was launched March this year and is made up on Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services. Micallef who is also the managing director of FPSA indicated that there were plans ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
netwealth has appointed of Lisa Faferko as Financial Planning Services Australia (FPSA) head of licensee operations. In March this year FPSA came under the umbrella of netwealth Advice Group, alongside Pathway Licensee Services and Bridgeport Financial ...

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
... their career. The new national advice group brings together Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services - three business netwealth has acquired over the last five years. While each firm will ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
... will retain its name and become a corporate authorised representative of netwealth's Financial Planning Services Australia (FPSA). This means FPSA now has 63 financial advisers across more than 30 practices nationwide, which includes Bridgeport Financial ...

Netwealth adds tech services manager

PRESS RELEASE  |  MONDAY, 11 MAY 2009
... national technical services manager and JACQUES MARTIN in superannuation. The group owns Financial Planning Services Australia (FPSA), a $3 billion funds under advice dealer group that includes 31 practices and 49 advisers nationally. Michael Heine ...
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