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Showing 1 - 10 of 13 results for "Sydney Financial Planning"

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
... announcement follows the acquisition of a partial stake in Oreon Partners in Adelaide and the partnership with Sydney Financial Planning late last year, as the firm continues to expand its network. Established in 1990, Back to Back is led by financial ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
... BTFG, CFS, Zurich Social Media Campaign of the Year Media Super - #msBIGmoment Finalists - Jenesis & Sydney Financial Planning, SMSF Association, Association of Financial Advisers, Zurich Innovation of the Year BT Financial Group - BT Panorama Finalists ...

MAX Awards to showcase innovation in financial services sales and marketing

STAFF WRITER  |  FRIDAY, 29 MAY 2015
... Street Global Advisors - SPDR ETFs UBS - Investment Builders Social Media Campaign of the Year Jenesis & Sydney Financial Planning - #positivemovement2015 Media Super - #msBIGmoment SMSF Association - #SMSFAssoc Association of Financial Advisers - #GetSocial ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
... order): Dominique Bergel-Grant, financial planner & founder, Leapfrog Financial Michal Bodi, partner, Sydney Financial Planning @MichalBodi Amanda Cassar, advisor director, Wealth Planning Partners @FinanceChicks Steve Crawford, owner & senior wealth ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... order): Dominique Bergel-Grant, financial planner & founder, Leapfrog Financial Michal Bodi, partner, Sydney Financial Planning Amanda Cassar, advisor director, Wealth Planning PartnersA A A A Steve Crawford, owner & senior wealth adviser, Experience ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
... accessible to more Australians." The Semi Finalists for the Adviser of the Year Award are: Bill Bracey, Sydney Financial Planning; Catherine Robson, Affinity Private; David Clark, Clark Pacific Financial Services; Eleanor Dartnall, Dartnall Advisers ...

Shartru completes first book builds in DomaCom fund

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
The first book builds in the DocmaCom Fund to crowd fund property syndicates was completed by Sydney financial planning firm Shartru Wealth Management. Shartru introduced 30 people into the residential property investment market through the fund's crowdfunding ...

Health and wealth go hand in hand: Survey

MICHELLE BALTAZAR  |  THURSDAY, 26 JUN 2014
... can be the right tonic for their long-term financial ails. Senior financial planner Michal Bodi from Sydney Financial Planning is a big fan of behavioural finance. He says clients are more likely to sort out their finances - and healthcare worries - ...

MAX Preview: Beyond value of advice

MICHELLE BALTAZAR  |  THURSDAY, 12 JUN 2014
... its panelists two leading financial advisers, Marshall Brentnall from Evalesco and Bill Bracey from Sydney Financial Planning, alongside Ravi Prasad, a brand and digital strategist. Delaney said that what's emerged from pre-event discussions with panelists ...
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