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Showing 1 - 10 of 10 results for "Lachlan Partners"

HLB Mann Judd appoints partner in Melbourne

MARK SMITH  |  FRIDAY, 30 SEP 2016
... business services and previously worked at both Shadforth and Deloitte. Maillard was most recently a partner at Lachlan Partners which was subsequently acquired by Shadforth Financial Group. He has also worked as client director at Deloitte Touche Tohmatsu ...

OneVue makes senior fund services hire from Vanguard

ALEX BURKE  |  FRIDAY, 29 JUL 2016
... and administration and bank strategy relationship group. Prior to Vanguard, he was chief financial officer at Lachlan Partners, having also worked at Aviva Australia, the Victorian Transport Accident Commission and KPMG. Commenting on the appointment ...

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... advice, compliance and profitability." Looking at the main three dealer group acquisitions since January 2013 (Lachlan Partners, Centric Wealth and now SFGA), Prendeville sees one feature in common: "All groups had salaried advisers, rather than aligned ...

SFG growth not affected by FoFA changes

LAURA MILLAN  |  TUESDAY, 25 FEB 2014
... profit after tax (NPAT) was $19.2, up 23% from the prior period. The company kept growing on the back of the Lachlan Partners acquisition and its managing director Tony Fenning attributed the double-digit growth to an improvement in financial markets. ...

M&A drives SFG double digit growth

LAURA MILLAN  |  THURSDAY, 29 AUG 2013
... increase on the prior corresponding period. "We have made considerable progress to our strategy this year with Lachlan Partners joining the Group," SFG managing director Tony Fenning said. SFG acquired Lachlan Partners in February 2013 as well as Melbourne-based ...

SFG pursues mergers on WHK suspension

ALICE URIBE  |  WEDNESDAY, 8 MAY 2013
... February this year SFGA announced the merger proposal with rival WHK, days after it announced that wealth manager Lachlan Partners would be integrated into the company. After discussions began in October 2012, SFGA said that a non-binding proposal had ...

SFG FUA grow 8% to $11.6bn

MARK SMITH  |  THURSDAY, 28 FEB 2013
... portfolio balances and if sustained, will assist in revenue growth." The group has also announced the acquisition of Lachlan Partners from 22 February. Lachlan Partners is an accounting, tax, SMSF and advice business servicing family office, high net ...

SFG mulls merger with WHK

BEN COLLINS  |  MONDAY, 25 FEB 2013
SFG Australia has proposed a merger with rival WHK Group, days after it announced that wealth manager Lachlan Partners would be integrated into the company. After discussions began in October 2012, SFG Australia this morning said that a non-binding ...

Lachlan Partners diversifies into FI, alternatives

ALEX DUNNIN  |  FRIDAY, 28 OCT 2011
Low equity returns relative to other opportunities has spurred Lachlan Partners to diversify away from equities towards property, fixed interest and alternatives to cater for clients wanting to diversify their investment base. "Volatility in overseas ...

Lachlan teams up with Investstone

COMPANY RELEASE  |  MONDAY, 7 SEP 2009
Macquarie-backed Lachlan Partners has merged with boutique planning firm Investstone Wealth Management - ramping up the group's offering in Melbourne and establishing a presence in Brisbane for the first time. This follows Lachlan Partners' move into ...
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