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Showing 1 - 10 of 21 results for "Fordham"

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... business serves high-net-worth clients, charities, and private businesses through brands including Perpetual Private, Fordham, Jacaranda Financial Planning, and Priority Life.

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning, and Priority Life. The business added to Perpetual's $235.6 ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching a binding ...

AMP adds to board

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... global shared services at ANZ for a little over four years and, before that, spent almost two years as chief executive of Fordham and held various senior roles at IMB Australia and New Zealand. Meanwhile, Leibel's experience spans private and public ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Watson Financial Planning 2019 AFA Rising Star Chris Carlin, Master Your Money Now Victoria Devine, Zella Wealth Ellie Fordham, Dozzi Financial Advice Daniel Jackson, DBK Financial Solutions Pty Ltd Jade Louise McKay, Essential Financial Advice Rebecca ...

Perpetual reports $140m profit, investments business dips

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
... well and attracting investment flows," he said. Perpetual Private swelled profit before tax by 14% to hit $46 million. Fordham continued to be the largest referral partner to advice business, bringing in 130 of the 190 new clients. Total new clients ...

Wealth arm projects Perpetual profit

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
... profit of $40.5 million for Perpetual Private, 18% higher than FY16. "In line with our Lead & Grow initiative to expand Fordham, we have increased presence up the eastern seaboard and delivered significant revenue growth," Perpetual chief executive officer ...

Pengana hires Morningstar manager ahead of merger vote

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... having previously been a director at 2Integrity. Callaghan was also strategy consultant at Zest Wealth Advisers, manager at Fordham Investment Management, a consultant at SMS Management & Technology and a business consultant at Ultradata. His appointment ...

Advisers urged to prepare clients for super shift

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
... implications or the appropriate structures correctly ahead of the pending 1 July changes, a business advisory expert warns. Fordham Group partner Michael Doughty said super funds which don't have financial and tax advisers working in conjunction with ...

Fordham sets sight on growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
Perpetual's Fordham Business Advisors has appointed six new partners, including one internal appointment. Five new partners will join Fordham in New South Wales: Darren Hill, Stephen Waite, Stuart Le Cornu, Jennifer Nairne and Michael Doughty. Neil ...
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