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Showing 1 - 10 of 29 results for "Fiducian Portfolio Services"

Data concerns land Fiducian with additional licence conditions

JAMIE WILLIAMSON  |  TUESDAY, 16 JUL 2024
Fiducian Portfolio Services has been slapped with additional licence conditions by APRA, as the regulator looks to address concerns ahead of the annual performance test. APRA said it identified issues with the accuracy and completeness of data submitted ...

Retail funds drive down admin fees: KPMG

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... Furthermore, the average operating cost per member has decreased across super funds (excluding SMSFs). Fiducian Portfolio Services was the most expensive product on a per member basis of $1931, followed by Perpetual at $1427, FES Super at $1391 and Goldman ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Fund Vanguard Investments Australia - Vanguard Diversified Balanced Index ETF Multi-Asset - Growth Fiducian Portfolio Services - Fiducian Growth Fund IOOF Holdings - IOOF MultiMix Growth Trust Vanguard Investments Australia - Vanguard Diversified Growth ...

Fiducian appoints former Media Super chief

ALEX BURKE  |  FRIDAY, 24 JUL 2015
... billion. In addition to his new role as head of superannuation, Martin will also act as director of Fiducian Portfolio Services.

Debt free and dividend rich: Fiducian

MICHELLE BALTAZAR  |  MONDAY, 4 MAR 2013
Listed financial services provider Fiducian Portfolio Services has posted consolidated profit after tax for the half-year to December of $1.69 million, in a period that saw the company wrap up its two-year long system upgrade and acquisitions. This ...

Fiducian acquires three fin planning firms

LINDA HAUSKEN  |  FRIDAY, 31 AUG 2012
The non-bank aligned financial services organisation Fiducian Portfolio Services has acquired three small financial planning firms, adding $65 million to its existing $1 billion of funds under advice to the firm. The three financial planning firms have ...

Fiducian acquisition expands planning business

CLAIRE MCGREAL  |  MONDAY, 30 JAN 2012
... owned business State Trustees, as part of plans to expand its adviser presence in Australia. Owned by Fiducian Portfolio Services, which is listed on the Australian Stock Exchange, Fiducian Financial Services has a network of 62 non-bank aligned advisers ...

Fiducian plans further client portfolio buys

MATT WOODINGTON  |  WEDNESDAY, 31 AUG 2011
Fiducian Portfolio Services hopes to add to the $1 million it spent on acquiring client portfolios in the last year, after announcing a 7.8% rise in after tax profit for the financial year ended June 30 2011. Its $4.43 million net consolidated profit ...

Fiducian on growth path

ELISE BURGESS  |  TUESDAY, 1 MAR 2011
Fiducian Portfolio Services has expanded its financial planning network in the past six months with two more acquisitions underway. Within the groups' half-year results to 31 December last year, Fiducian added six new financial advisers to its network ...

ANZ nabs Paul Barrett from CFS

ELISE BURGESS  |  TUESDAY, 22 FEB 2011
... Bank-owned adviser group, Financial Wisdom, since March 2004 and earlier as head of wealth management for Fiducian Portfolio Services. Barrett will report to ANZ Wealth Managing Director John Van Der Wielen. "We plan to aggressively grow our wealth business ...
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