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Showing 1 - 7 of 7 results for "NSW Central Coast"

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
... Department of Customer Service. She also previously worked in management roles at Wyong Shire Council on the NSW Central Coast, and the Central Coast Mariners Football Club. "I am excited to drive our technology as part of the extended leadership team ...

Kelly+Partners to acquire firm

ANNABELLE DICKSON  |  TUESDAY, 9 NOV 2021
... acquisitions. Earlier in the year, the group made a tuck-in acquisition of a financial services group on the NSW Central Coast. A Kelly+Partners subsidiary acquired a 51% stake in the group which includes private wealth management, life insurance broking ...

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
... part of the acquisition. It marks EWM's fourth office, with others in the Sydney CBD, Brisbane and on the NSW Central Coast. Both EWM and Warren McHattan Financial Services are licensed by Financial Wisdom, and EWM was the founding Australian firm ...

Fiducian grows advice business

KARREN VERGARA  |  TUESDAY, 4 APR 2017
... Fiducian manager of distribution and business development Jai Singh said one financial planner will operate on the NSW Central Coast, but did not disclose any further information about the company it is acquiring. The value of acquisitions during the ...

Wealth management firm enters retail

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
... clients wherever they live," Clarke said. Spring FG's second retail branch is expected to open at Erina, on the NSW Central Coast, by mid-2017.

Share trader jailed over $260,000 fraud

LAURA MILLAN  |  MONDAY, 3 NOV 2014
... Jones will serve 10 months before being eligible for parole. He told the told the investors, who lived in the NSW Central Coast, that he had set up a safe share trading investment scheme that would provide them with reliable returns of between 12% and ...

FS Advice launched

RACHEL DAVIS  |  WEDNESDAY, 17 AUG 2011
... Planning, now called FS Advice, has been launched at the Rainmaker Advisers Big Day Out in Terrigal, on the NSW central coast. The journal has been redesigned to align it with the suite of Financial Standard publications available, but the driving philosophy ...
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