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Showing 1 - 10 of 24 results for "Profile Financial"

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 ...

Former UBS Wealth exec joins Centrepoint

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... Benbow said. "Brendon understands the drivers of value for adviser groups, having led some of Australia's highest-profile financial advice teams over the past decade. "He also brings a track record of delivering successful outcomes for shareholders by ...

New board member at EQT

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
A high profile financial adviser has joined EQT Holdings, appointed as a non-executive director to its board. Catherine Robson, who founded Affinity Private, has joined the EQT board. Robson began her career at Macquarie and founded boutique wealth ...

Industry veteran arrested

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
A high-profile financial services veteran was arrested at Sydney airport this morning. Sir Ron Brierley was arrested and charged this morning after allegedly being found in possession of child abuse material. After a search of carry-on luggage, the ...
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