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Showing 1 - 10 of 17 results for "PFS"

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... Overall, 103 employees from AMP joined the fold. Entireti also houses Fortnum Private Wealth and Personal Financial Services (PFS). It now has about 1300 financial advisers, 400 businesses, and some 180 employees. From today, AMP group executive of advice ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... corporate superannuation services business. Concurrently, Fortnum is set to purchase Australian Unity Personal Financial Services (PFS), the entity holding the advice AFSL. The private wealth company will continue to provide licensing and business support ...

Apex Group acquires admin technology provider

JAMIE WILLIAMSON  |  THURSDAY, 12 JAN 2023
Apex Group has acquired Pacific Fund Systems (PFS) from its co-founders and Pollen Street Capital for an undisclosed amount. PFS runs specialist accounting and administration platform PFS-PAXUS, which supports all manner of funds, including hedge funds ...

NULIS names new chair

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... 2014. Smith was appointed chair of NULIS in 2013, and has been on the board since October 2009. She's also served on the board PFS Nominees and MLC Nominees prior to the consolidation of the funds in 2016. Her directorship history included Goldman Sachs ...

Lose grandfathered commissions, lose business: MLC

KARREN VERGARA AND JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
... about $70 billion in funds under management. Prior to this, it had three registrable superannuation entities (RSEs): NULIS, PFS Nominees and MLC Nominees. Post-consolidation, NULIS became the sole trustee of all the super funds. Then-executive general ...

PROFILE: Australian Unity PFS CEO Steve Davis

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Born in Queensland and raised in Fiji, the United States and Perth, Steve Davis was a professional basketball player. But the financial services industry drew his interest and became his passion, he tells Laura Millan. Today, Davis is chief executive ...

Federation added to Australian Unity platform

HARRY PAGE  |  FRIDAY, 14 FEB 2014
Federation Managed Accounts (Federation) have been added to the Australian Unity Personal Financial Services' (AU PFS) approved platform list. AU PFS chief executive officer Steve Davis said the operational structure of the platform coupled with the ...

MLC appoints super funds board member

BEN COLLINS  |  FRIDAY, 17 AUG 2012
... Richard Rassi to the three trustee boards for its superannuation funds. The boards, MLC Nominees, NULIS Nominees (Australia) and PFS Nominees, are accountable to around 1.5 million members and approximately $56 billion in Funds Under Management. Rassi ...

PFS consultants take equity stakes

MATT WOODINGTON  |  THURSDAY, 11 AUG 2011
... contributed an enormous amount to the firm, will be joining the leadership team," said Doug Drysdale and John Newman, directors, PFS. Fitzpatrick, who joined PFS in 2002, provides consultancy to super funds, industry associations and government entities ...
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