Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 8 of 8 results for "MEDIQ Financial Services"

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... Financial Services Group and Brisbane's Westwood Group. Focus already owns stakes in Escala Partners and MEDIQ Financial Services but these are separate from the newer Connectus Wealth Advisers network. The Aspiri transaction is expected to close in ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
... providers already working with the group's 71 partner firms. Focus Financial also owns Escala Partners and MEDIQ Financial Services, which are separate to the Connectus business. All Focus firms will also be able to use the Excelerate program. The program ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... Advisers network, having been acquired by Focus. In Australia, Focus already owns Escala Partners and MEDIQ Financial Services but these are operated under a different model and will remain separate from the new Connectus Wealth Advisers network. Brady ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
... in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services. Focus has entered a definitive agreement to partner with Ravi Agarwal's MEDIQ Financial Services which specialises in accounting ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... delivering "truly life-changing advice." The 2017 Practice of the Year Award was also presented, with MEDIQ Financial Services being awarded the accolade. "Charlie is leading the profession, as is MEDIQ Financial Services, on so many fronts. They are ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... Financial and Gary Spencer from Spencer Private Wealth. The other Practice of the Year finalists were Mediq Financial Services and Navwealth Financial Group.

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
... platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au solution within the next 12 to 18 months. "Many ...

AFA names Rising Star finalists

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
... advisers. The six finalists are Kylie George from Harvest Wealth (Financial Wisdom), Ravi Agarwal from MEDIQ Financial Services (Synchron), Mark Wyld from MW Wealth Management (Consultum), James Jagodnik from Stanford Brown (Genesys), Peter Khoury from ...
PAGE:
1