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Showing 1 - 10 of 37 results for "Snowball Group"

LIC announces board changes

KARREN VERGARA  |  TUESDAY, 27 AUG 2019
... Portfolio Advisers for over nine years. He was previously group executive of customer solutions for ASX-listed firm Snowball Group, which owned and operated a number of financial advisory dealer groups. "On behalf of the QVE board and management, I would ...

HUB24 appoints former FSC director

ALEX BURKE  |  THURSDAY, 3 SEP 2015
... HUB24 board having held previous roles at SFG, Jardine Fleming and Pacific Mutual Australia. He co-founded the Snowball Group advice firm in 2000, which became SFG Australia after merging with Shadforth in 2011. Additionally, McDonald is a former director ...

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
... Accounts Forum next Tuesday, in a one-day only event hosted by Tony McDonald, a managed accounts expert who led the Snowball Group (now part of SFG) from a start-up to a fully integrated business with A$4.7 billion in funds under advice. The program ...

SFG appoints CIO for Mosaic

BEN COLLINS  |  THURSDAY, 31 JAN 2013
... business and is the Responsible Entity of a range of funds across different asset classes. "Through the merger of Snowball Group and Shadforth Financial Group in 2011, Mosaic has achieved greater scale and with that, a more robust operating model," Drennan ...

J.P. Morgan wins custodial services mandate

BEN COLLINS  |  TUESDAY, 11 SEP 2012
... similar mandate with since 2011. The new mandates are part of the integration of Shadforth Financial Group and Snowball Group, and they reflect SFG's desire to consolidate services, said WSS. Following the integration, SFG put a tender to the market ...

SFG renews platform agreements

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
SFG Australia, the merged entity of Snowball Group and Shadforth Financial has renewed its agreements with BT Wrap and CFS Custom Solutions' Symetry platform. Shadforth has been using the BT Wrap for 13 years, with Snowball using Asgard for the same ...

Acquisitions and cost savings key for SFG

MELANIE TIMBRELL  |  TUESDAY, 28 FEB 2012
SFG Australia, formerly Snowball Group, has posted positive revenue and earnings on the back of cost savings and acquisitions, although flat markets have impacted funds under advice and administration. SFG delivered net operating revenue of $57.8 million ...

Snowball chief announces exit plans

ELISE BURGESS  |  WEDNESDAY, 5 OCT 2011
... where he will ready the merged group for industry reforms. The move is part of a wider integration of merging firms Snowball Group and Shadforth Financial Group, including the appointments of three non-executive directors for its operating subsidiaries. ...

Snowball reports 3pc rise in profits following Shadforth merger

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
... shareholder in Shadforth, which ended up with more than 58.9% of the voting power in Snowball, has had 69.6 million Snowball Group shares released from escrow representing 49% of the voting power of the company. It is now free to sell them on market ...

Snowball Shadforth planning for a FOFA future

RACHEL DAVIS  |  FRIDAY, 1 JUL 2011
... nationally. "There was a high probability that we would get to this stage," said Tony McDonald, managing director, Snowball Group. "We have done a lot of work behind the scenes but our organisations are culturally compatible because we are both advice ...
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