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Showing 1 - 10 of 18 results for "Jai Singh"

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... financial planning business in the Adelaide community," said Fiducian head of business development and distribution Jai Singh. Fiducian Financial Services executive chair Robby Southall said the firm has facilitated similar arrangements for planners ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
... when most of Australia is in an unfortunate lockdown situation," Fiducian head of business development and distribution Jai Singh said. "Following this acquisition, our Sale and Traralgon offices will merge and with greater scale be able to continue ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
... focussed on managed funds and trustee services," Sulicich added. Fiducian head of business development and distribution Jai Singh said: "We are excited to consolidate our presence in Tasmania with this acquisition and to work with MyState to ensure that ...

Fiducian acquires Perth financial planning firm

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... will be advised from a franchisee office in a new WA location. Fiducian head of business development and distribution Jai Singh said: "We are excited to have this financial planner and their team join the Fiducian network. Our proven compliance process ...

Diversified group enters custom platform space

JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
... won us the engagement over the more advertised competitors," Fiducian head of business development and distribution, Jai Singh said. Fiducian said independent financial advisers are increasingly searching the market for competitive, advanced platform ...

Fiducian acquires $35m planning business

ALEX BURKE  |  MONDAY, 21 MAY 2018
... will operate from a new office in Brisbane's southern suburbs," Fiducian head of business development and distribution Jai Singh said. "The other financial planner currently operates on the Sunshine Coast and will be servicing some of the acquired clients ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... our existing salaried presence in Western Australia, Victoria and Queensland," Fiducian manager investment projects Jai Singh said. "The acquired client bases will be serviced by existing Fiducian financial planners so we are anticipating these acquisitions ...

Fiducian acquires $17m client book

ALEX BURKE  |  TUESDAY, 2 MAY 2017
... due to an existing quality referral source within the business being acquired," Fiducian manager investment projects Jai Singh said. "The vendor is retiring and sought a credible acquirer who could continue to deliver holistic financial planning advice." ...

Fiducian grows advice business

KARREN VERGARA  |  TUESDAY, 4 APR 2017
... lift its funds under advice by an additional $37 million. Fiducian manager of distribution and business development Jai Singh said one financial planner will operate on the NSW Central Coast, but did not disclose any further information about the company ...

Fiducian boosts FUA by $44m

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
... sold by principals as part of a succession planning strategy. Fiducian's manager distribution and business development Jai Singh explained: "We support trusted financial planners who fit our corporate culture with development capital to build their businesses." ...
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