Search Results | Showing 1 - 10 of 11 results for "Financial Advice Matters" |
| | | ... was down $1.4 million to $3.5 million, reflecting the "contingent consideration" associated with the Financial Advice Matters (FAM) acquisition earn-out in the prior corresponding period. On a normalised basis, NPBT was $4.5 million, up 18% on the first ... |
| | | | ... have fixed-term contracts due for review over the next year - have confirmed they will transition to Financial Advice Matters, a subsidiary of Centrepoint Alliance. |
| | | | ... advice book to Centrepoint Alliance, which saw 400 clients transition to Centrepoint's salaried advice arm Financial Advice Matters. "Where a member has more complicated needs, and particularly where they do have significant assets outside super, we ... |
| | | | ... adviser software applications. The deal with Brighter Super also saw three advisers transitioning to Financial Advice Matters (FAM), increasing the total number of employed advisers to 22. FAM was acquired by Centrepoint Alliance in 2023. Currently ... |
| | | | ... Financial Services, a wholly owned subsidiary of Brighter Super, last month. Its advice business subsidiary, Financial Advice Matters, is now responsible for servicing most of these members. Brighter Super, which has over 280,000 members, selected Financial ... |
| | | | ... clients, generating $1 million in annual revenue, transition to Centrepoint's salaried advice arm, Financial Advice Matters (FAM), which manages around $1 billion in funds under advice. Only those that agree to transition will be factored into the ... |
| | | | ... of the calendar year. The company also flagged the successful acquisition and completed integration of Financial Advice Matters Group (FAM) following on from the acquisition of ClearView Advice, which it said contributed to its uptick in EBITDA. |
| | | | ... increase in normalised EBITDA of $4.1 million, driven by organic growth and the November acquisition of Financial Advice Matters Group. Its profit after tax was $4.9 million and gross revenues came in at $140.5 million. In its adviser numbers it saw ... |
| | | | ... director and chair. "The successful acquisition and integration of the ClearView Advice business as well as Financial Advice Matters sets a solid foundation for the future growth of Centrepoint," Chmiel said. "During Simon's term, Centrepoint has grown ... |
| | | | ... Alliance has entered into a binding agreement to purchase 100% of Brisbane-based financial advice firm Financial Advice Matters Group (FAM). Centrepoint Alliance said the transaction, subject to the fulfilment of closing conditions, should be completed ... |
|