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Showing 1 - 2 of 2 results for "Planner Holdings"

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder ...

Managed Account Holdings to invest in advisory firms

DARREN SNYDER  |  FRIDAY, 24 APR 2015
... investing into financial advisory firms with a $5 million expansion capital proposal to wholly owned subsidiary Planner Holdings Limited (PHL). The current proposal suggests PHL will hold up to a 25% interest in the advisory firms as an initial investment. ...
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