The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 34 results for "Fitzpatricks"|
|Fitzpatricks Private Wealth has appointed a Victorian regional manager to expand its presence in the state. Daniel Proietto will step into the position, after most recently working as an independent business consultant, advising investment managers ...|
|... year, the two recent additions bring 25 new firms to the Count Financial group. StrategyOne, previously part of the Fitzpatricks network, joined the ASX-listed firm in May. A snapshot of the adviser population as at June 3 shows that the number of advisers ...|
|... 16 th new firm to join since the start of 2021. Based in Northern Sydney, StrategyOne was previously part of the Fitzpatricks network. It has a team of nine, including three financial advisers who specialise in strategic advice. StrategyOne managing ...|
|... executive to succeed co-founder John Woodley, as he moves to an executive chair role. Jodie Blackledge has been appointed Fitzpatricks Group's chief executive. This gives her the responsibility for the group's three main areas of focus: core ...|
|Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ...|
|... executive Steve Gibbs set to resume his role as chair of the board. McMurdo is the former group managing director of Fitzpatricks Financial Group and a former managing director of Hillross Financial Services. McMurdo will assume his post at the investment ...|
|A former Fitzpatricks Private Wealth employee has been permanently banned from providing financial services after stealing close to $300,000. The Australian Securities and Investments Commission said Emma Maree Radke provided administration services ...|
|Fitzpatricks Private Wealth added another practice to its growing network. Fitzpatricks told Financial Standard it bought a stake in Perth-based Stewart Symonds & Partners, representing 38 new advisers who have joined. It is one of seven new practices ...|
|... 51.2% jump in its FUA to $8.3 billion on the year prior. It also signed 22 distribution agreements including one with Fitzpatricks Private Wealth, which offers managed accounts to its clients. On a smaller scale but just as significant, Praemium saw ...|
|... away from vertically integrated platforms. HUB24 signed 22 new distribution agreements June quarter, which included Fitzpatricks Private Wealth. About $700 million of Fitzpatricks' FUA is expected to transition to the platform by the end of 2018. HUB24 ...|
AIA Australia's newly launched advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold.
Yesterday's Standing Committee hearings on financial advice suggested the corporate regulator and industry superannuation funds are the only ones benefiting from increasing costs.
The superannuation startup geared at self-employed workers is looking to raise $1.5 million, as it sets it sights on 60,000 members in five years.
The Australian Financial Complaints Authority (AFCA) has made changes to its procedures to weed out complaints where the consumer didn't really suffer any financial harm.
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