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Showing 1 - 10 of 36 results for "Premium Wealth"

Premium China creates chief executive role

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
The former chief executive of Premium Wealth Management and head of advice at Australian Unity will lead Premium China Funds Management. In a newly-created role for the fund manager, Paul Harding-Davis has been appointed as chief executive. He is charged ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... insurance business to Nippon Life. Speaking to Financial Standard, recently-appointed AdviceIQ consultant and former Premium Wealth Management chief executive Paul Harding-Davis said that Elliott's views are increasingly commonplace in the institutional ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... has been the general manager - advice for Australian Unity Personal Financial Services and the chief executive of Premium Wealth Management. AdviceIQ Partners is a boutique, service focused advice group with partner firms located in Sydney, Melbourne ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... our future planning." Harding-Davis has held a number of key roles during his career including chief executive of Premium Wealth Management, general manager-advice for Australian Unity Personal Financial Services, head of sales and marketing at Australian ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
... He also has direct experience developing businesses, having established individually managed account business, Premium Wealth, in 2000. Abram has more than 30 years' experience in banking and financial services. He has held a number of senior roles in ...

JBWere announces three senior appointments

DARREN SNYDER  |  THURSDAY, 19 NOV 2015
... build a world-class private wealth business." JBWere has more than $45 billion in assets under advice and is the premium wealth brand of the NAB Group.

AFA appoints member services manager

ALEX BURKE  |  FRIDAY, 23 OCT 2015
... services manager. Roz Kaye joins the AFA from netwealth, where she was head of operations. She has also held roles at Premium Wealth Management, Australian Wealth Management, Bridges Financial Services and TAL Life. "Over the past 12 months, the AFA ...

Australian Unity acquires Premium Wealth

ALEX BURKE  |  WEDNESDAY, 14 JAN 2015
Australian Unity Personal Financial Services (Australian Unity) has acquired nearly 97% of Premium Wealth Management. Premium Wealth shareholders almost unanimously accepted the acquisition offer, with the transaction being completed on 22 December. ...

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
Dealer group Premium Wealth Management has signed up three new accounting practices who are looking to add financial planning operations to their businesses. ADX Financial Planning (formerly part of Moon Cunningham and licensed through Count), Sullivans ...

PROFILE: Australian Unity PFS CEO Steve Davis

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
... Today, Davis is chief executive at Australian Unity Personal Financial Services. The company's recent bid to acquire Premium Wealth Management made the headlines; not only because the buyout fits with the current trend of consolidation among mid-tier ...
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