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Showing 1 - 7 of 7 results for "Ravi Agarwal"

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... firms for medical specialists across all the major Australian cities." MEDIQ is run by founder and managing partner Ravi Agarwal, who said Omega is a great cultural and strategic fit. He also reinforced how the deal builds on MEDIQ's plans to expand ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services. Focus has entered a definitive agreement to partner with Ravi Agarwal's MEDIQ Financial ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... with an awards gala ceremony for the 2017 Practice of the Year, which went to Mediq Financial (received onstage by Ravi Agarwal) and the 2017 Adviser of the Year Award went to Charlie Fraser from Shadforth Financial. Read all the details in our third ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
... the hassle of responding to a Record of Advice when there are changes to their portfolio," MEDIQ managing partner Ravi Agarwal said. The firm, which mainly caters for medical professionals, realised that most of its clients "are time poor and they want ...

AFA launches 2014 mentoring program

MARK SMITH  |  MONDAY, 16 JUN 2014
... including several AFA Award winners such as 2013 AFA Adviser of the Year, Jenny Brown and 2013 Rising Star of the Year, Ravi Agarwal. AFA chief executive Brad Fox said that peer-to-peer learning is essential for developing advisers. "One of the cultural ...

AFA to train young advisers on soft skills

LAURA MILLAN  |  MONDAY, 9 DEC 2013
... client relationships," AFA chief executive Brad Fox said. Key presenters at the roadshow include AFA 2013 Rising Star Ravi Agarwal and the AFA 2013 Excellence in Education Award winner Anne Graham. "With five hours of powerful, professional content the ...

AFA names Rising Star finalists

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
... which recognizes the best new advisers. The six finalists are Kylie George from Harvest Wealth (Financial Wisdom), Ravi Agarwal from MEDIQ Financial Services (Synchron), Mark Wyld from MW Wealth Management (Consultum), James Jagodnik from Stanford Brown ...
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