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Showing 1 - 10 of 38 results for "Fenning"

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
... Queensland represents a significant step in building a truly national advice business," Esencia Wealth chief executive Matthew Fenning said. "Financial 3 Wealth and Marsden Wealth Advisers share our commitment to exceptional client service, a people-first ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves as the chief executive of Esencia. He was the managing director of Advise Wise for more than nine years. Jeffrey ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
... an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser and director, having also worked at Just Advice ...

AMP adviser, former Shadforth exec join Fortnum

LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
... and an independent practice have recently joined Fortnum Financial Group. Former SFG Australia managing director Tony Fenning has joined the Fortnum board as a non-executive director. Fenning is also a board director at Class. He was previously the managing ...

Class makes final director appointment

DARREN SNYDER  |  WEDNESDAY, 22 JUL 2015
... board. Following the recent announcement of three new directors, Class chairman Barry Lambert named the appointment of Tony Fenning today. Lambert said Fenning has the background needed to round out the board. Fenning was appointed chief executive of ...

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... to the operation's success. Morgan Stanley flagged the "adviser risks" and suggested that SFGA managing director Tony Fenning transitions to an advisory board "critical to retaining advisers and ensuring a smooth transition." However, "assuming zero ...

SFGA top exec leaves following IOOF bid

LAURA MILLAN  |  FRIDAY, 30 MAY 2014
... SFGA, I thank Linda for her efforts and I wish Linda all the best in her new role at CBA," SFGA managing director Tony Fenning said. SFGA head of legal will assume the role of company secretary from July 11. Andrew Crowther has accepted a contract position ...

IOOF secures strong advice channel with SFGA bid

LAURA MILLAN  |  FRIDAY, 16 MAY 2014
... Bank ($53bn). Major aligned players such as Westpac, NAB, Macquarie or ANZ would fall behind. SFGA managing director Tony Fenning described the business as a "wealth management and accounting services group that offers our clients an alternative to the ...

SFG growth not affected by FoFA changes

LAURA MILLAN  |  TUESDAY, 25 FEB 2014
... prior period. The company kept growing on the back of the Lachlan Partners acquisition and its managing director Tony Fenning attributed the double-digit growth to an improvement in financial markets. Mosaic Portfolio Advisers, SFG managed investment ...

New SFG service launched to reposition boutiques

ALICE URIBE  |  THURSDAY, 12 SEP 2013
... consolidation, we are seeing more advisers wanting to control their destiny and obtain their own AFSL." SFGA managing director Tony Fenning said that Actuate Alliance Services would leverage off the experience that SFGA had. "We are delighted to be able ...
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