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Showing 1 - 10 of 18 results for "Morgans Financial"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... representatives at the end of the period, Rainmaker modelling of ASIC's Financial Adviser Register shows. Morgans Financial (470), Synchronised Business Services (434), Charter Financial Planning (421) and Consultum Financial Planning (383) were ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... enable them to offer self-managed super funds and superannuation advice. The top 10 licensees also comprise: Morgans Financial (487), Synchronised Business Services (472), Charter Financial Planning (427), Interprac Financial Planning (301), Merit Wealth ...

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... professionals, based in Adelaide. Kieran Purcell will be manager of advisory for South Australia, joining from Morgans Financial where he was general manager for Adelaide. Sonya Brocklehurst will also join Crestone. She was previously a senior private ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... professionals, based in Adelaide. Kieran Purcell will be manager of advisory for South Australia, joining from Morgans Financial where he was general manager for Adelaide. He was previously office head for Macquarie in South Australia, where he was responsible ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... share). Next up were five names with 2% to 2.6% market share: Synchronised Business Services (521 advisers), Morgans Financial (497), Charter Financial Planning (493) and GWM Adviser Services (440).

Chi-X releases viral TraCRs stocks

ALLY SELBY  |  THURSDAY, 25 JUN 2020
... through more than 20 Australian brokerage firms and are issued by Deutsche Access Investments, including CommSec, Morgans Financial, Westpac Online Investing, ANZ Share Investing, CMC Markets, Bell Potter and more. Deutsche Bank head of depositary receipts ...

Macquarie kicks off $400m raise

ALLY SELBY  |  MONDAY, 11 MAY 2020
... the bank said. ANZ Securities, Citigroup Global Markets Australia, CBA, E&P Corporate Advisory, Ord Minnett, Morgans Financial, NAB, and Westpac Institutional have been appointed as joint lead managers. Macquarie has been appointed as sole arranger and ...

Morgans Financial licence conditions lifted

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... stockbroking and wealth management firm with over 60,000 active clients has had additional licence conditions lifted. Morgans Financial had the conditions imposed in November 2016. ASIC has now removed the conditions as at March 19. The conditions followed ...

Bonds reward equity investors seeking refuge

KARREN VERGARA  |  MONDAY, 17 DEC 2018
... cut in the future due to weakening economic conditions, so it has a pretty good record in this regard." From Morgans financial planner and stockbroker Stephen Cole' point of view, the market appears to be intimating that economic conditions will ...

Former Perpetual manager moves to advice firm

EMMA RAPAPORT  |  WEDNESDAY, 10 JAN 2018
... that's where Lisa comes in." Masson founded Infinity Wealth two years ago after a 15-year relationship with Morgans Financial. The business provides investment and strategy advice to clients, with a greater focus on wealth management than financial planning. ...
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