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Showing 1 - 10 of 11 results for "Strategic Wealth"

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... of wealth in history, with $3.5 trillion of wealth passing through the generations over the next two decades, strategic wealth management firms are reaching out to young people now. "If firms aren't trying to help young adults now, then how can they ...

LGT Crestone hires head of sustainability

RACHEL ALEMBAKIS  |  FRIDAY, 15 JUL 2022
... MacDonald joins LGT Crestone from Perpetual Private in Sydney, where she was an investment director, providing strategic wealth advice to not for profit clients across Perpetual's wealth business. Prior to working at Perpetual, Amanda led the responsible ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Count Financial ahead of the MLC acquisition. Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management were previously operating under IOOF's Bridges and Executive Wealth Management Financial Services. Sydney-based ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... seeking a licensee without "hidden agendas". Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management were previously operating under IOOF's Bridges and Executive Wealth Management Financial Services. Sydney-based ...

Asset consultant expands into retail market

ELIZA BAVIN  |  MONDAY, 4 MAY 2020
... institutional presence and balance sheet." Karagianis told Financial Standard JANA has been engaged with Melbourne-based Strategic Wealth for around 12 months and more recently entered a partnership with Queensland-based First Point. Karagianis said ...

FASEA rethinks CPD, provides exam update

ELIZABETH MCARTHUR  |  TUESDAY, 17 MAR 2020
... CPD requirements during the pandemic with many CPD-earning events have been cancelled. Australian Unity Wealth strategic wealth adviser Adrian Hanrahan shared an email he had sent to FASEA chief executive Stephen Glenfield asking whether FASEA will take ...

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting from JANA and ...

Two new faces join SMSF Association board

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... board with more than 30 years' experience in the financial services industry. He is also executive director of Strategic Wealth Services and non-executive director of Evergreen Consultants as well as chair of Eltham College. Houlihan said: "I have always ...

AFA shines spotlight on member service

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... Powe Financial Advice's Karen Walmsley, Amanda Cassar of Wealth Planning Partners and Jawad Ahmed of Mackenzie Strategic Wealth were presented with AFA Appreciation Awards. Meanwhile, Recognition Awards were received by Sunsuper manager, retail business ...

Hedge fund star joins Merchant Group line-up

ALEX BURKE  |  TUESDAY, 28 MAR 2017
... by investing in both listed and soon-to-be-listed companies. Based in Western Australia, Merchant Group offers strategic wealth advice, corporate finance and direct market services. In addition to the business Klintberg now leads, Merchant Capital offers ...
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