Search ResultsShowing 1 - 7 of 7 results for "Sarah Abood"
Advice group chief executive to depart
JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... 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 in February 2010, following more than 20 years in financial services. ...
Boutique AFSL acquires advice practice
JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
... announced they were exiting the advice market, so the timing was good." Profile Financial Services chief executive Sarah Abood said the firm is always looking to work with advisers with a client-first ethos and that can benefit from scale, investments ...
Former JPMAM executive joins boutique advice group
JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... achieve their financial goals and manage their assets through a range of circumstances," Profile chief executive Sarah Abood said.
GROW Super co-founder sells advice business
JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... current, retaining his Certified Financial Planner designation. Speaking to Financial Standard , Profile chief executive Sarah Abood said the acquisition came about by way of Profile senior adviser Todd Stanford, with Stanford and Keeley having previously ...
Boutique licensee acquires regional advice firm
JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... 1 May, with onePlan rebranding to Profile Financial Services. Announcing the acquisition, Profile chief executive Sarah Abood said: "We feel strongly that to be truly successful, we need to be able to attract great planners and clients as well as complete ...
Greater tech support needed for goals-based advice strategies
JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... 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 they ...
Boutique adviser names key hires
KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
... grown to the point where we needed more senior expertise to round out our service offering," Profile chief executive Sarah Abood said.
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