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|Showing 1 - 4 of 4 results for "Plan Protect"|
|... from Godfrey Pembroke, following the prior appointments of Ascent Private Wealth, Venture Financial Advisers and Plan Protect. They are a Canberra-based firm led by Darren Stevens, who has over 20 years' experience as a financial adviser. "The biggest ...|
|... licence including HFM & Partners. The four firms joining the network marks further growth for Count Financial after Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne joined last month. Count Financial chief advice ...|
|Count Financial has announced three new firms have been added to its national network of advice businesses. Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. ...|
|AXA financial planning representative, Plan Protect purchased Sydney CBD based financial planning practice, Bearsden Holdings, boosting its funds under advice to more than $200 million. Bearsden Holdings comprises of two financial planners including ...|
Dimensional's sustainability suite is being expanded with the introduction of a new emerging markets fund with an ESG filter.
Pendal chief executive Nick Good says the firm is not ruling out future acquisitions, as it finalises its $414 million purchase of US value-oriented manager Thompson, Siegel and Walmsley.
The Victoria government's LaunchVic is looking for a fund manager to run a $120million startup fund.
The Association of Financial Advisers (AFA) has raised concerns about the cost of the government's proposed Compensation Scheme of Last Resort and the fact that super funds and managed investment schemes are excluded from the proposed regulation.
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