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Showing 1 - 10 of 21 results for "Focus Wealth"

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
Clime Investment Management has completed the sale of Madison Financial Group after entering a strategic partnership with Infocus Wealth Management. The parties previously entered a full form binding sale deed to implement the sale and strategic partnership ...

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 ...

Heffron reshuffles leadership

HARRISON WORLEY  |  FRIDAY, 29 MAR 2019
... previously a senior marketing manager in wealth transformation at BT Financial Group, and Denham joined in March from Focus Wealth. Earlier, Denham was the head of technical services at Challenger.

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... Practice Retirement Income Forum. After experiencing the highs and lows of transitioning her father into aged care, Focus Wealth Advisers senior financial adviser Alex Denham urged the audience to anticipate the emotional costs that come with aged care ...

AFA shines spotlight on member service

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... categories: AFA Recognition Awards and the AFA Thought Leader Award. The inaugural Thought Leader Award was presented to Focus Wealth Advisers principal Eleanor Dartnall. This award represents the pinnacle of community awards, the AFA said. Powe Financial ...

Infocus grows executive lineup

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
Two senior Australian Unity executives have joined the leadership team of Infocus Wealth Management. Australian Unity's head of investment research Jeff Mitchell has been appointed to the newly created role of chief investment officer at the dealer ...

Infocus chief executive departs

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
The managing director and chief executive of Infocus Wealth Management is departing, with the company's founder returning to take the reins. The Infocus board announced Rod Bristow is stepping down following six years of leadership. Succeeding Bristow ...

Aussie multi-manager awards global growth mandate

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
An Australian boutique specialising in multi-manager funds has made a cornerstone investment in a Florida-based manager of growth equity strategies. Alpha Fund Managers, the multi-manager subsidiary of Infocus Wealth Management, has invested in DSM ...

Clock ticks for institutional advice licensees

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
A dealer group executive believes the clock is ticking for advisers at institutional licensees as another bank-owned advice service announced it was exiting the industry this week. Following news that Bankwest would be closing its salaried advice division ...

Kina appoints Suncorp vet as director

ALEX BURKE  |  MONDAY, 12 SEP 2016
Kina Securities has appointed a new non-executive director. Karen Smith-Pomeroy joins Kina while serving as a non-executive director of Queensland Treasury Corporation, Stanwell Corporation, InFocus Wealth Management and the National Affordable Housing ...
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