Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 11 results for "Sydney advice firm"

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
AZ NGA has acquired an economic interest of 42% in Foster Raffan iPlan, to support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... billion is from clients in the Asia-Pacific region. The local firm won a $20 million global equities mandate from Sydney advice firm PlayfairTan. "Our business has grown significantly in the Australian market since first launching here in 2018, and we ...

Two Sydney advice firms merge

ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
Two Sydney-based advice firms have merged, with the firms saying it was not a decision either party made lightly. Halcyon Wealth Advisers has merged with Principle Advisers with the aim to take the business into the future and enable financial advisers ...

GQG Partners wins $20m mandate

KANIKA SOOD  |  MONDAY, 3 AUG 2020
A Sydney advice firm has allocated $20 million for global equities to Florida-headquartered GQG Partners. PlayfairTan investment director Darren Cunneen said GQG's global equity strategy had a strong track record, is competitively priced and benchmark ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins ...

Sydney advice firm loses AFSL

KANIKA SOOD  |  FRIDAY, 5 JUL 2019
A Sydney financial advice firm has had its AFSL cancelled by ASIC after an initial suspension period. ASIC earlier put Australasia Wealth Services and Management in suspension saying the firm had failed to obtain membership of the Australian Financial ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
One of the senior members at a Sydney wealth management firm will lead its new life insurance business following the establishment of a joint venture. HLB Mann Judd Sydney has appointed Andrew Kennedy to lead HLB Insurance Services, which will operate ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... the same questions their doctor would is failing to act in the client's best interest. That is the opinion of Sydney advice firm Leading Advice managing director Katrina Haskew. She believes advisers must have access to the same information as their ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
AZ Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of ...
PAGE:
1
PREVIOUS
NEXT