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Showing 1 - 10 of 15 results for "SFGA"

PROFILE: IOOF managing director Chris Kelaher

LAURA MILLAN | WEDNESDAY, 3 JUN 2015

... hunt for new opportunities, Kelaher made headlines again in 2014 when he acquired high net worth advice group SFG Australia (SFGA). The operation positioned IOOF as Australia's fourth largest advice business by funds under advice, only after AMP, RBS ...

IOOF completes SFGA buyout

LAURA MILLAN | WEDNESDAY, 20 AUG 2014

... 100% of the shares in SFG Australia, following the buyout proposal made public in May. As part of the scheme of arrangement, SFGA shareholders could elect to receive IOOF shares only or a cash alternative, which could be entirely cash or a combination ...

SFGA shareholders approve IOOF acquisition proposal

ALICE URIBE | MONDAY, 4 AUG 2014

SFG Australia (SFGA) shareholders have voted in favour of IOOF's Scheme of Arrangement to acquire 100% of ordinary shares in SFGA. SFGA will now seek orders from the Federal Court of Australia for the approval of the Scheme at the second court hearing ...

IOOF set to complete SFGA acquisition in August

LAURA MILLAN | TUESDAY, 1 JUL 2014

SFG Australia (SFGA) has made public an explanatory memorandum which outlines the details of the acquisition by IOOF Group and sets the implementation date for August 20, 2014. According to the document, the SFGA shareholders' scheme meeting is scheduled ...

Bridges brings another advice business under IOOF umbrella

LAURA MILLAN | TUESDAY, 10 JUN 2014

... buyout announcement came shortly after IOOF made public its intention to acquire independent dealer group SFG Australia A (SFGA). The recent acquisitions are set to position IOOF as one of the biggest players in the financial advice sector, ahead of ...

Crowe Horwath to announce buyout proposal

LAURA MILLAN | TUESDAY, 3 JUN 2014

... formal proposal or any transaction," the company said at the time. Crowe Horwath was also in buyout talks with SFG Australia (SFGA) in early 2013. However, the group withdrew its initial proposal on May 2013 and said it would revisit the possibility ...

IOOF and SFGA union rattles top ranks

LAURA MILLAN | MONDAY, 2 JUN 2014

... will position an independent provider on the front row for the first time in years. IOOF's bid to acquire SFG Australia (SFGA) shows that the trend towards consolidation is alive and well. "What excites me is that we are building a new force within the ...

SFGA top exec leaves following IOOF bid

LAURA MILLAN | FRIDAY, 30 MAY 2014

SFG Australia (SFGA) company secretary and chief financial officer will depart to take up a position with Commonwealth Bank (CBA), only two weeks after IOOF made an offer to acquire SFGA. Linda Fox will start on her new role at CBA on July 11 but will ...

IOOF secures strong advice channel with SFGA bid

LAURA MILLAN | FRIDAY, 16 MAY 2014

The IOOF bid to acquire all of SFGA shares would result in a non-aligned advice business larger than those of NAB, Westpac and ANZ. IOOF offered 0.104 shares for each SFGA share, which implies a value of $0.90 per SFGA share. The SFGA Board unanimously ...

New SFG service launched to reposition boutiques

ALICE URIBE | THURSDAY, 12 SEP 2013

SFG Australia (SFGA) has launched a business-to-business offering to assist boutique Australian Financial Services Licence (AFSL) holders with back-end support. The offering from the SFGA-owned Actuate Alliance Services will provide licensee and advice ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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