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Showing 1 - 2 of 2 results for "Matthew Wallis"

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... partnered with Intelligent Planning include Beta Advice, Canberra-based Hayes & Co, and Perth-based NOR Financial. Matthew Wallis joined the fold last December. He has been a financial adviser with Beta Advice since April 2022 and before that was a state ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
Financial advice dealer group Synchron named Matthew Wallis as the new state manager for New South Wales. Wallis will succeed Paul Del Grande who resigned to focus on his financial advice practice, InSync Financial Services. Sydney-based Wallis has ...
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