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Showing 1 - 10 of 19 results for "Professional Partner"

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... presence by accelerating growth on the east coast. In the role, Mesch will head the expansion of Integro's professional partner network across the east coast and regional communities. He will also lead the adviser team to mentor, recruit, and lift the ...

Oreana targets early education assets with new fund

MATTHEW WAI  |  MONDAY, 24 MAR 2025
Following its expanded footprint in Australia, the property development and investment firm has launched a new fund targeting early education properties for wholesale and institutional investors. The fund is seeking an initial capital raise of $60 million ...

Property developer, investment firm goes 'all in' on Australia

ANDREW MCKEAN  |  WEDNESDAY, 26 FEB 2025
Property development, construction, and investment firm Oreana has launched its investments business to the Australian market, including a new fund. Oreana's funds management business was established in Asia in 2017, but the firm said it's now ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... increase was retired affiliates, growing from 206 to 229 members. The FPA also noted that it no longer runs the Professional Partner program, and that in line with the Constitution, only individual persons can become members. Meanwhile, after achieving ...

Koda Capital, Redwood merge

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
Koda Capital (Koda) is expanding into the Perth market through a merger with Redwood Wealth Alliance. In bringing the two businesses together, Redwood will become part of the broader Koda professional partnership. Some Redwood staff will hold equity ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
A Newcastle-based financial advice firm is the latest to join the Count Financial network. Serendipity Wealth Advisors launched in February 2021 by directors Christine Lusher and Norma Samson. The duo worked together early in their careers. Lusher previously ...

CMC Markets introduces derivatives platform

ELIZA BAVIN  |  WEDNESDAY, 10 JUN 2020
CMC Markets has launched a new derivatives platform to provide access to thousands of single stock CFDs in Australia, the US, Europe and Asia. CMC said the platform has been developed to allow seamless integration with existing systems, including an ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ...

Uncertainty abounds future of advice regulation

JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
Testimony provided to the Royal Commission by key financial advice associations and the corporate regulator raised concerns as to the organisations' efficacy in identifying and penalising misconduct. In closing the Royal Commission's inquiry into financial ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
ANZ's potential sale of its wealth business will send ripples through the succession plans of many advice businesses now that banks can no longer be considered a "buyer of last resort." During a media briefing discussing the bank's full-year results ...
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