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Showing 1 - 5 of 5 results for "Lighthouse Capital"

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... we've always worked with clients." Meanwhile, Integro Private Wealth has also announced that it is merging with Lighthouse Capital Southwest located in Bunbury, opening a new office at the region. The partnership will support Integro's focus ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... will be Charlie Fraser of Shadforth Financial Group, Fortify Financial's Glen James and Julia Schortinghuis of Lighthouse Capital. Likewise, the AFA Practice of the Year Award is presented to a unique business using outstanding, innovative processes ...

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... the Year and Premier Practice Awards at its biennial conference. Principal financial planning specialist at Lighthouse Capital, Julia Schortinghuis, was awarded Adviser of the Year. She received the award in recognition of the quality of her exceptional ...

Advisers ask for segmented education standards

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... be a 'one size fits all' approach; education segmentation must come depending on the nature of the demand." Lighthouse Capital adviser Julia Schortinghuis said that in the future "people will access different types of advice based on affordability or ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
... Semi Finalists for the Practice of the Year Award are: Complete Financial Balance, Complete Risk Analysis, Lighthouse Capital, Rising Tide Financial Services, Robina Financial Solutions and Tribeca Financial. The Semi-Finalists now proceed to the next ...
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