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Search ResultsShowing 1 - 10 of 11 results for "Profile Financial Services"
New partner at Stanford Brown
ALLY SELBY  |  THURSDAY, 9 JUL 2020
... 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 funds. Before Profile ...
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 ...
Advice group chief executive to depart
JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... long-serving chief executive of a boutique financial advice group will exit the business next month. Profile Financial Services has confirmed the resignation of its chief executive Sarah Abood. Abood first took leadership of the privately-owned group ...
Boutique AFSL acquires advice practice
JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
A boutique financial advice group has acquired a Parramatta-based firm focused on risk advice. Profile Financial Services has acquired Orion Financial Group, a risk-focused advice practice established 35 years ago in Parramatta. The Orion Financial ...
Former JPMAM executive joins boutique advice group
JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... regional New South Wales for a new role with a boutique AFSL. Stephen Alcorn has joined privately-owned Profile Financial Services as an associate financial adviser in its Mudgee office. Alcorn led JPMAM Australia's institutional business for four ...
GROW Super co-founder sells advice business
JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
A privately-owned AFSL has acquired the financial advice business of a GROW Super co-founder. Profile Financial Services confirmed it has bought the client book of Churpa Wealth, the advice firm established by GROW Super co-founder Mathew Keeley in ...
Pressure mounts on regional advice
JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... Australians," Kewin said. Senior financial adviser Louise Scifleet recently sold her Mudgee business to Profile Financial Services. Having spent the last 13 years serving the local community, Scifleet's is one of only five practices in the area and ...
Boutique licensee acquires regional advice firm
JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's founder ...
Greater tech support needed for goals-based advice strategies
JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... goals-based advisers - a running theme at the Association of Goals Based Advice's inaugural conference. Profile Financial Services' Sarah Abood said solutions simply don't exist to build tools that allow goals-based advisers to have the kind of conversations ...
Boutique adviser names key hires
KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Profile Financial Services has made two senior appointments from NAB Asset Management and William Buck. Joining Profile as head of investments is Jerome Bodisco. He brings extensive experience across a range of asset classes and managers and has a strong ...
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