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Showing 1 - 5 of 5 results for "New Member Firm"

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
... different practices. The Member Firm of the Year award was given to Hamilton Morello Financial Planners, while the New Member Firm of the Year was awarded to Assured Wealth Advisors. Beames and Associates director David Rae won Adviser of the Year and ...

Matrix continues planning member expansion

ELISE BURGESS  |  WEDNESDAY, 2 NOV 2011
Independent Newcastle-based planning firm, PSI Investments, has joined Matrix Planning Solutions as a new member firm just two weeks after it signed a Sydney firm. PSI Investments was established over 20 years ago as part of the broader PSI Group and ...

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
Matrix Planning Solutions has added Sydney based Macquarie Partners Financial Advisory to its existing network of member firms. Established two years ago by business principal and managing director Sunhee Hres, Macquarie Partners Financial Advisory ...

Addwealth appoints head BDM

MEDIA RELEASE  |  TUESDAY, 28 SEP 2010
Financial planning firm Addwealth has appointed the founder of Associated Planners Financial Services, Daryl Pratt, to the newly created role head of business development. In this new role, Pratt will be responsible for identifying and recruiting businesses ...

Genesys hunts for new Qld firms under BOQ deal

KATE HAGE  |  FRIDAY, 7 APR 2006
Genesys Wealth Advisers (Genesys) has started the search to recruit nine new member firms following the announcement of a new alliance with Bank of Queensland (BOQ). Under the venture, Genesys will provide BOQ's 193 branches with financial planning ...
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