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Showing 1 - 6 of 6 results for "PSK Financial Services"

PSK acquires wealth firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 JUL 2020
Financial advice firm PSK Financial Services has acquired Sydney-based Socius Wealth Management as part of its growth plans. Socius founder and partner John D'Alessandri said that completing the acquisition amid COVID-19 was challenging. "What became ...

PSK completes acquisition of Sydney firm

KERRIE SYDEE  |  TUESDAY, 16 AUG 2016
PSK Financial Services has acquired a Chatswood-based financial planning firm, bringing the group's total funds under advice to $2 billion. Founded more than 20 years' ago, Legan Financial Services is currently responsible for $420 million of funds ...

PractiFi partners with PSK, Godfrey Pembroke vet

ALEX BURKE  |  TUESDAY, 8 DEC 2015
... with a veteran financial adviser to streamline his website's client engagement tools. Founded by former PSK Financial Services and Godfrey Pembroke adviser James Gerrard, financialadvisor.com.au provides clients with direct access to Gerrard (and his ...

AXA name adviser of the year

ELISE BURGESS  |  WEDNESDAY, 27 APR 2011
AXA Financial Advice Network has awarded Paul Aspros of PSK Financial Services, the national annual adviser Gerald Lippman Perpetual Trophy. Aspros, practice principle of Sydney based PSK Financial Services and licensed by Charter Financial Planning ...

FPA names Value of Advice winners

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... from Strategic Wealth Management Solutions; Paul Little, Landmark Financial Management; Josef Stadler, PSK Financial Services and Chris Craggs from Argurion Financial Group have won the FPA's Value of Advice Awards. Wilson won the Financial Planning ...

AXA announces Value of Advice winners

RUTH LIEW  |  WEDNESDAY, 30 SEP 2009
... states in its inaugural Value of Advice Awards. Planwell Financial Group, Rothgard Financial Partners, PSK Financial Services, Sage Financial Group and Minerds Bell Consultancy Group were recognised in the awards. "We felt it was important to recognise ...
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