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Showing 1 - 10 of 27 results for "Profile Financial"

Profile Financial Services names new chief, chair

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
Profile Financial Services has announced two significant changes to its executive and board leadership, which it said signals renewed focus on growth, and continuity. Shane Dooley has been appointed as Profile's new chief executive, commencing 4 ...

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
... and Charles Blake, each bringing over 25 years of industry experience. Ridley, formerly the chief executive of Profile Financial Services, has an extensive background working with advice and accounting practices, Engage Financial said. Blake, who also ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
The chief executive of Profile Financial Services has resigned after nearly seven years with the firm. Lena Ridley was appointed to the role in 2021 to replace interim chief executive Peter Coleman, who assumed the post after the departure of Sarah ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
Willis Towers Watson acquired two managed investment schemes from Profile Financial Services, as the latter looks to focus its efforts on financial advice. The two multi-asset, multi-manager unitised schemes have been operated by Profile since their ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... joined the firm in 2021 and has seven years' experience in financial advice having previously worked at Profile Financial Services, Mercury Private and Zurich Financial Services. Pham said the Certified Financial Planner Certification Program was ...

Lifespan welcomes markets veteran to investment committee

CHLOE WALKER  |  TUESDAY, 13 DEC 2022
The privately-owned financial advice network has appointed high profile financial markets veteran Jonathan Pain to the Lifespan Investment Committee. Pain brings over 38 years of international investment experience and has led investment teams in London ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... arrangements. On the panel was Personal Financial Services principal and founding director Angela Martin and Profile Financial managing director Phillip Win, sharing difficulties faced in servicing clients or would-be clients. "I was once asked at a ...

FPA names new chief executive

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
... not-for-profit that provides shared equity financing for essential workers. Abood was the chief executive of advice firm Profile Financial Services for nine years until she left in 2019. Prior to Profile, Abood served as head of marketing at Fidelity ...

Advice group appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... boutique financial advice group has named a new chief executive to take over in October, promoting from within. Profile Financial Services has appointed Lena Ridley as its new chief, replacing interim chief executive Peter Coleman. Ridley is currently ...

New partner at Stanford Brown

ALLY SELBY  |  THURSDAY, 9 JUL 2020
... continue to make a real difference in my client's lives." Prior to joining Stanford Brown, Stanford worked with Profile Financial Services as a senior financial adviser, where he served on its management committee and focused on self-managed super ...
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