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Showing 1 - 8 of 8 results for "Rob McGregor"

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity controlled by founder Rob McGregor for a consideration of $500,000 plus the repayment by this entity of $225,000 in loan funds. McGregor is also founder of ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who will present at tomorrow's Best Practice Forum on Managed Accounts, said managed accounts have enabled his practice to ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... on using managed accounts based on adviser presentations. Among the financial advisers speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... explaining the nuts-and-bolts of adopting managed accounts. Among the financial advisers speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private ...

Advisers backing fractional property investment

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... million, we will provide some diversification for the nine investors who have come together in the fund," GPS director Rob McGregor said. The DomaCom model enables advisers to allocate a specific amount to property, thereby approaching it as a portfolio ...

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
... advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder and director of GPS Wealth - which provides licensee services to the practice. The firm targets accumulators and retirees ...

GPS Wealth launches a new MDA

HARRY PAGE  |  THURSDAY, 27 FEB 2014
... committee. GPS Wealth was established in 2012 by former Professional Investment Services (PIS) advisers Greg Holman and Rob McGregor. It now has over 50 planners and 32 practices in New South Wales and Queensland.

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
... will provide administration services for the product, but that they've engaged an independent asset consultant - Rob McGregor - to consult on the strategies within the product. OneVue's head of transition strategy, Brett Marsh, says SMSF Invest is an ...
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