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Showing 1 - 10 of 21 results for "Spring Financial Group"

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... maintain and improve their profitability, he said. WTL was founded in 2010, initially under the name of Spring Financial Group. When significant changes to financial services regulation kick started in 2017, the firm began restructuring to become a primarily ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... Cullen, who will lead the new firm. WTL operates Wealth Today, which provides dealer group services and Spring Financial Group, which operates SFG Private Wealth, Spring FG Funds Management and Spring Realty. He is joined by Sentry shareholder and director ...

Adviser cops three-year ban

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... Adviser Register. He started as a financial adviser in 2012 and worked for a number of licensees, including Spring Financial Group for three months and Beacon Financial Group for two months. He spent the longest stretch of his advice career at Sentinel ...

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
... opportunities afoot for the ASX-listed business, including an entry into funds management. Addressing the Spring Financial Group annual general meeting in Sydney this morning, managing director Keith Cullen said 2017 changes to superannuation rules and ...

Spring FG wealth GM departs in management restructure

ALEX BURKE  |  TUESDAY, 6 FEB 2018
The group general manager of Spring Financial Group's wealth operations will depart, along with the group's chief financial officer, following a management restructure. In Spring's half-year results announcement, which revealed an expected operating ...

Spring FG exec transfers to risk advisory firm as part of new partnership

ALEX BURKE  |  FRIDAY, 22 DEC 2017
Spring Financial Group's head of risk services will transfer over to a specialist risk advisory firm as part of a new exclusive partnership. Rael Kwasnik will join Fairbridge Financial Services so as to expedite the process of migrating Spring FG clients ...

Spring FG acquires $200m dealer group

ALEX BURKE  |  MONDAY, 18 DEC 2017
Listed wealth firm Spring Financial Group has acquired a dealer group with a combined $200 million in funds under advice. Under the terms of the acquisition, Spring FG will pay a total consideration of $1.67 million to acquire all issued capital of ...

Interim chief executive leaves listed advice firm

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... executive of a listed financial services group will depart at the end of the year. In a statement to the ASX, Spring Financial Group announced that it has accepted the resignation of its chief operating officer and head of advice Frank Paul who has also ...

Spring FG to join dealer group ranks

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
Spring Financial Group will launch a full suite of dealer group services with a specialist superannuation and retirement planning firm among the first of its representatives. The ASX-listed advice group will begin offering dealer group services to financial ...

Spring FG enters property joint venture

ALEX BURKE  |  THURSDAY, 5 JAN 2017
Diversified wealth management firm Spring Financial Group is entering a joint venture to provide property management, letting agency and resale services to its clients. Under the arrangement with Tessa Residential, which will initially focus on clients' ...
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