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Showing 1 - 10 of 13 results for "Strategic Wealth"

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... Wealth Management Australia was the winner in the Licensee Managed Account and Multi Asset categories, while Strategic Wealth Lifestage snatched the top spot for Boutique Licensee. The crown for the Responsible Investing category went to Russell Investments ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Excellence in Advice Award, Gen Next Rising Star of the Year, and University Student of the Year. Founder and strategic wealth adviser at Melbourne-based Thriving Wealth John Cachia was named the FAAA Adviser of the Year. As a sponsor of the award, Zurich ...

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 ...
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