Search ResultsShowing 1 - 10 of 50 results for "Shadforth Financial"
Zurich inks exclusive retail distribution deal
KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... has worked with Celeste's chief investment officer Frank Villante in the course of his previous work at Shadforth Financial and IOOF. Celeste is also replacing Sigma Funds Management on the $60 million Zurich Investments Small Companies Fund which ...
Shadforth signs new tech partner
ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUL 2019
Shadforth Financial Group has signed a new partner to provide third-party clearing and settlement services. FinClear will now deliver trading, clearing and settlement services to Shadforth, along with its TradeCentre front-end technology. FinClear chief ...
IOOF appoints head of advice governance
HARRISON WORLEY  |  FRIDAY, 5 APR 2019
... as its new head of advice governance, replacing Adrian Kwa who is set to become national head of advice at Shadforth Financial Group. An IOOF spokesperson today confirmed Kwa would remain in charge of advice governance at the wealth manager until the ...
Association names new chief and president
KARREN VERGARA  |  FRIDAY, 29 MAR 2019
... Corporate Super Specialist Alliance (CSSA) in July 2015. Harvie is the national financial wellbeing manager Shadforth Financial Group and replaces Terry Rhodes. Rhodes has been the managing director of AFM Advisers since 2012. "The WSSA represents its ...
Class makes managed accounts play
JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... managers." Philo was established in 2012 and has contributed to the managed account offerings of Centric Wealth, Shadforth Financial Group and IOOF.
FPA honours top advisers
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... the highest performing student in the final unit of the CFP Certification Program, went to John Dacker from Shadforth Financial Group. As for the FPA University Student of the Year, Mary Hadgis from the University of South Australia won in recognition ...
Zurich hires IOOF executive for new role
JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
... development and drive of Zurich's investment strategy in Australia. Drennan joined IOOF in 2015, when it acquired Shadforth Financial Group, where he had served as chief investment officer for two years. Zurich said the appointment reinforces the organisation's ...
Centrepoint Alliance names new chief executive
JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... chief executive of an IOOF-aligned dealer group will take over leadership of Centrepoint Alliance in 2018. Shadforth Financial Group chief executive Angus Benbow has been named as Centrepoint's new chief executive, commencing April 2018. Benbow has been ...
AFA Adviser, Practice of the Year winners named
JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ...
FS Live Blog: 2017 AFA National Adviser Conference
MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... 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 and final conference newsletter, out Monday morning . #AFAau 5pm - AFA National President ...
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