Search ResultsShowing 1 - 10 of 17 results for "Prime Financial Group"
Excellence in managed accounts recognised
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... Taking home the licensee managed account award was Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's efforts in improving managed accounts saw them take out the innovation ...
Managed Account Awards finalists revealed
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Saliba, Mark Oliver and Stuart Alsop. The finalists are: Licensee Managed Account Canaccord Crystal Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium Resonant Australian ...
CountPlus acquires stake in advice firm
KARREN VERGARA  |  TUESDAY, 30 APR 2019
CountPlus has acquired a stake in a financial advice firm as Prime Financial Group offloads its minority interest. CountPlus acquired a 20% interest in Rundles Financial Planning, as well as a 40% stake in accounting firm Rundles Prime. Total consideration ...
Advice firm hires chair
KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... management and accounting firm has appointed a new chair as its incumbent retires. Tim Carroll will start as Prime Financial Group's non-executive, independent chair on March 1, after serving on the board for three years. He was Village Roadshow Corporation's ...
IMAP awards managed accounts excellence
KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... Equities Pearl Funds Management DFS Portfolio Solutions (winner) Powerwrap - WCM Quality Global Growth Prime Financial Group Watershed Funds Management Multi-asset Class Atrium Investment Management DFS Portfolio Solutions Dynamic Asset Consulting Innova ...
SMSF administrator chief joins advice firm
JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... SuperGuardian chief executive Olivia Long has been appointed managing director, strategy and operations within Prime Financial Group's wealth management and superannuation business. She will be primarily responsible for the development and delivery ...
IMAP to recognise managed accounts excellence
JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... Management International Pearl Funds Management DFS Portfolio Solutions Powerwrap - WCM Quality Global Growth Prime Financial Group Watershed Funds Management Multi-sector Atrium Investment Management DFS Portfolio Solutions Dynamic Asset Consulting ...
Prime Financial boosts wealth focus
KARREN VERGARA  |  TUESDAY, 3 JUL 2018
Prime Financial Group is ramping up its wealth management focus and stepping away from minority interests in accounting firms. The ASX-listed firm said this is part of a strategy to increase its exposure in wealth management by concentrating on its ...
Prime accounts called into question by auditor
ALEX BURKE  |  TUESDAY, 3 OCT 2017
Listed wealth and accounting firm Prime Financial Group's directors said they were "deeply disappointed" that the group's independent auditor was unable to provide an opinion of Prime's annual report due to insufficient audit evidence. William Buck ...
Prime establishes new business division
ALEX BURKE  |  TUESDAY, 29 AUG 2017
Recently hitting $1 billion in funds under management, wealth and accounting firm Prime Financial Group has established a capital division to provide corporate advisory, transaction, restructuring and capital raising services. Prime said the new division ...
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