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Showing 1 - 8 of 8 results for "Gareth Hall"

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... two practices are authorised representatives of Fortnum Private Wealth. Wise Planners founder and chief executive Gareth Hall founded the firm in November 2014. He will now take up the role of head of workplace financial advice. "This transaction will ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
... passed away in June and had previously discussed succession planning strategies with Wise Planners chief executive Gareth Hall. Hall explained that Skudder "was passionate about his business, so passionate he worked until he was almost 93-years-old. ...

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE  |  THURSDAY, 2 NOV 2017
... passed away in June and had previously discussed succession planning strategies with Wise Planners chief executive Gareth Hall. Hall explained that Skudder "was passionate about his business, so passionate he worked until he was almost 93-years-old. ...

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
... superannuation consulting advice, tender management, transition management and actuarial advice. Wise Planners chief executive Gareth Hall said the acquisition was driven by the importance of scale, saying the firm is fortunate to be backed by AZ NGA. ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... firm also has a strong corporate super offering for small to medium sized businesses. Wise Partners chief executive Gareth Hall said: "DFA shares similar values to Wise Planners including a focus on service, and client best interests. There is also great ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... practice in terms of operational efficiency," said AZ NGA chief executive Paul Barrett. Wise Planners chief executive Gareth Hall added, "We've been looking for the next step in our business journey for some time, and are delighted to partner with AZ ...

MySuper flips members out of millions: CSSA

JAMES FERNYHOUGH  |  TUESDAY, 24 JUN 2014
... MySuper accounts, where the death and total and permanent disability (TPD) cover may be much lower. CSSA Treasurer Gareth Hall said he spoke with one member who had a superannuation balance of $126,000 and $1,672,000 death and total and permanent disability ...

No role for FWA in choosing default funds: CSSA

MELANIE TIMBRELL  |  WEDNESDAY, 1 AUG 2012
... inquiry, namely that an independent expert panel and not Fair Work Australia should make default fund listing decisions. Gareth Hall, CSSA treasurer, said that if option 1 of the Productivity Commission's (PC) interim report were to be ruled out, as ...
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