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Showing 1 - 10 of 58 results for "Financial Advice Network"

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... minority investment in a Brisbane-based advice group earlier this year, and partnering with ASX-listed financial advice network WT Financial Group to continue developing the Investco strategy.

Bombora Advice appoints new chair, managing director

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
... success and growth in the future." Prior to joining Bombora in 2023, McConville held roles at the Pro Bono Financial Advice Network, Fidelity Life and TAL Australia. In welcoming McConville into the role of managing director, Handley said he is a seasoned ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... development, strategy, marketing, and wholesale funds management. He is also a co-founder of the Pro Bono Financial Advice Network - the last remaining director from the beginning. "I'm proud of the contribution it has made to many people who needed ...

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
Clime Investment Management chief executive Annick Donat is exiting shortly after the ASX-listed firm announced an overhaul of its business model. Donat said she decided to step down after three years in the top job. Her final day is July 31. Before ...

Annual MAX Awards celebrates best in industry

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... Fundamental Media Agency of the Year Fundamental Media Community Initiative of the Year HUB24 - Pro Bono Financial Advice Network Creative Agency of the Year Nibble Digital Digital Campaign of the Year BlackRock - iShares Distribution Team of the Year ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
Madison Financial Group has joined forces with Godfrey Pembroke's Practice Development Group (PDG), consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks. Madison ...

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
The Pro Bono Financial Advice Network (PFAN) has joined forces with Zurich Assure, InterPrac and Sequoia to deliver pro bono advice to individuals living with personal health issues. Through the partnership, the financial institutions will work with ...

Lifespan welcomes markets veteran to investment committee

CHLOE WALKER  |  TUESDAY, 13 DEC 2022
The privately-owned financial advice network has appointed high profile financial markets veteran Jonathan Pain to the Lifespan Investment Committee. Pain brings over 38 years of international investment experience and has led investment teams in London ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
The Pro Bono Financial Advice Network (PFAN) named its latest chair and deputy chair as it moves to its next phase of purpose. Nicola Beswick has been appointed as chair while Natalie Kleibert will take on the role of deputy chair. Both will oversee ...
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