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Showing 1 - 10 of 43 results for "Insurance Broking"

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... Financial Group (FNX) for 500,000 ordinary shares in FNX. In July, it entered into an agreement to sell the general insurance broking businesses - Sequoia Insurance Brokers and InterPrac General Insurance - for a consideration between $4.4 million to ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... University. Paul Blackadder, the principal of Blackadder Finance, an advice practice that also offers loans and insurance broking services. Blackadder Finance is in Northern Territory's Coolalinga and has been in operation for more than 27 years. "The ...

iExtend finds interim arrangement to operate

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... outlined in their agreement with the licensee. These services may include financial advice, investment management, insurance broking or dealing in financial products. Last November, the firm accepted a court enforceable undertaking from ASIC after the ...

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
... interests in businesses that distribute financial services. Such as, asset finance broking, novated leasing, and insurance broking. Additionally, COG said it remains focused on building a scaled company in retail funds management. "The strategic rationale ...

Rival bidder seeks to acquire Diverger

KARREN VERGARA  |  MONDAY, 30 OCT 2023
... within our combined areas of operation and the opportunity to cross sell asset finance, novated leasing and insurance broking". COG anticipates commencing the due diligence process immediately and entering a scheme implementation deed before November ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... based in Adelaide with a satellite office in the Sunshine Coast and offers financial planning, mortgage broking, insurance broking, private lending and financial services licensing and compliance. Enva reported FY22 revenue of $1.8 million and net profit ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... services division, which provides licensed services to financial advisers, as well as SMSF solutions, general insurance broking and legal document establishment services to accountants and stockbrokers, continues to grow in profitability and footprint. ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... transfer date. It's expected to complete at November end. "...The opportunity to acquire an established general insurance broking business with strong leadership, established client base and high-quality staff is an important component within our overall ...

Kelly+Partners to acquire firm

ANNABELLE DICKSON  |  TUESDAY, 9 NOV 2021
... A Kelly+Partners subsidiary acquired a 51% stake in the group which includes private wealth management, life insurance broking, finance broking and accounting and tax. Kelly+Partners Central Coast acquired the full fee base from the accounting and tax ...

Wealth group makes acquisition

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... Central Coast. The subsidiary will acquire a 51% stake in the group which includes private wealth management, life insurance broking, finance broking and accounting and tax. The transaction will cost $3 million with a 40% retention payment due in two ...
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