Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 20 results for "Fiducian Financial"

Fiducian finalises People's Choice Credit Union acquisition

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
Fiducian Financial Services (Fiducian) has today finalised the acquisition of People's Choice Credit Union's financial planning business (PCCU). Fiducian was selected by PCCU as the successful bidder in November to acquire PCCU's financial planning ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... New South Wales (34), Victoria (18), Tasmania (10), Queensland (5), Western Australia (4) and the ACT (7). Fiducian Financial Services chair Robby Southall said that the announcement is a continuation of the group's strategy that aims to develop a country-wide ...

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
Fiducian Financial Services paid $495,000 to acquire $23 million of advice assets from a North Adelaide adviser exiting the industry. The dealer group acquired the assets for a Tasmanian financial planner in its network, who is relocating from Tasmania ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
Fiducian Financial Services has acquired a financial advice business with $56 million in funds under advice. The unnamed advice business is located in Gippsland, Victoria and will see Fiducian's offices in Sale and Traralgon merge. The acquisition is ...

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

Former ANZ adviser banned

ELIZA BAVIN  |  TUESDAY, 24 MAR 2020
... representative of RI Advice Group, owned at that time by ANZ. Hilsley was most recently an authorised representative of Fiducian Financial Services.?? ASIC found Hilsley failed to comply with financial services laws, including failing to provide financial ...

Dealer group boosts compliance team

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... consultant at MLC Wealth, supporting financial advisers and internal compliance. She has also previously worked at Fiducian Financial Services. Also joining Lifespan, Aaron Beyer has been appointed as compliance officer. Beyer most recently held a similar ...

Fiducian acquires $35m planning business

ALEX BURKE  |  MONDAY, 21 MAY 2018
... Australia, Victoria and Queensland," Singh said at the time. "The acquired client bases will be serviced by existing Fiducian financial planners so we are anticipating these acquisitions to be earnings accretive."

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... Fiducian manager investment projects Jai Singh said. "The acquired client bases will be serviced by existing Fiducian financial planners so we are anticipating these acquisitions to be earnings accretive," Singh said. News of the acquisitions follows ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... wish to avoid the financial risks in the mining sector as well." It has 27 members nationwide that includes: Fiducian Financial Services, DJ Carmichael, Novo Wealth, Just Invest Financial Planning and Ethical Investment Services.
PAGE:
1
PREVIOUS
NEXT