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Search ResultsShowing 1 - 10 of 86 results for "Shadforth"
Advice group chief executive exits
KANIKA SOOD  |  FRIDAY, 30 APR 2021
... through an unparalleled period of change in the financial services industry." Benbow was previously chief executive of Shadforth Financial Group, and a general manager at Perpetual. Centrepoint Alliance reported December half gross revenue of $70.6 million ...
IOOF to spend big on BOLR
KANIKA SOOD  |  THURSDAY, 25 FEB 2021
... Its advice gross margin was impacted by end of the BT arrangement , $3 million lower adviser service fee revenue from Shadforth, and $9.9 million underlying losses from ex-ANZ advice licensees. It saved $4 million from cancellation of physical adviser ...
HUB24 completes Paragem sale
ELIZA BAVIN  |  TUESDAY, 2 FEB 2021
... remuneration and nomination committee. He co-founded the financial planning firm Snowball in 2000, which merged with Shadforth in 2011 and is now the ASX-listed SFG Australia. McDonald is also non-executive director of 8IP Emerging Companies and former ...
Shadforth executive moves to Akambo
ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was ...
IOOF ups costs for self-employed advisers
ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
... recent acquisition of MLC Wealth will sit within the professional owned and operated segment of the business along with Shadforth and Bridges. "This will give us the opportunity to run 300 professional-services authorised representatives in the owner-operated ...
FPA board member joins new firm
ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... Partners. The Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson joins as principal consultant and general manager for the firm's iDELIVER program. Jones said ...
ESG push not going anywhere
ELIZA BAVIN  |  FRIDAY, 13 NOV 2020
... said they have dedicated individuals responsible for ESG. EY Asia Pacific wealth and asset management leader Elliott Shadforth said: "If not for the global pandemic, it's possible that 2020 would have been remembered as the year that ESG dominated headlines ...
IOOF fund operations lead departs
JAMIE WILLIAMSON  |  THURSDAY, 22 OCT 2020
... businesses will be led by Millennium3's Helen Blackford and RI Advice's Peter Ornsby, while Bridges' Nathan Stanton and Shadforth's Terry Dillon will remain in the current roles. A spokesperson for IOOF could not confirm whether current Consultum chief ...
IOOF names licensee chiefs, acquires platform
JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... Partners until it is closed, as previously announced by IOOF this week . Terry Dillon will remain as chief executive of Shadforth Financial Group, and Nathan Stanton retains leadership of Bridges. A spokesperson for IOOF could not confirm whether current ...
Advice firm awarded international certification
ELIZABETH MCARTHUR  |  MONDAY, 10 AUG 2020
Shadforth Financial Group has achieved the international fiduciary certification following an assessment by the Centre for Fiduciary Excellence. Shadforth is now one of just seven Australian advice firms to have the certification. "Advice relationships ...
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