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Showing 1 - 10 of 166 results for "Tasmanian"

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... and client-first values. The merged business will oversee about $1 billion in funds under advice, operate from three Tasmanian offices and a satellite office Canberra, and employ 14 advisers and 40 staff. The combined entity will be led by Michael Rowlands ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... for me is the big thematic in the industry currently." The group kicked off the year with a strong start, acquiring a Tasmanian advice business and plotting a regional advice hub through strategic partnerships in NSW. More recently, it has acquired national ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

JANA named implemented consultant for TasBuild

ANGELIQUE MINAS  |  WEDNESDAY, 11 FEB 2026
... delighted to be appointed as TasBuild's investment consultant." "TasBuild plays a critical role in supporting workers in the Tasmanian construction industry, and we are proud to partner with such an organisation so deeply aligned to the wellbeing of ...

Igneo acquires Tasmanian logistics firm Strait Link

RIDDHIMA TALWANI  |  MONDAY, 22 DEC 2025
Igneo Infrastructure Partners, the infrastructure arm of First Sentier Investors, will acquire Strait Link, a supply chain logistics firm from Allegro Funds. Strait Link provides a link between Tasmania and mainland Australia through the Bass Strait ...

Quality over quantity: CareSuper on mergers

JAMIE WILLIAMSON  |  THURSDAY, 29 MAY 2025
... Tasplan merged with Bus and Coach Superannuation Scheme, and in 2014 with Quadrant. Then, in 2015, it merged with RBF Tasmanian Accumulation Scheme, followed by the Fairbrother Employee Retirement Fund in 2018. Meantime, CareSuper had previously merged ...

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... between 30 and 55. Further, Link Wealth will integrate its proprietary back-office solution, Levera Solutions, with the Tasmanian adviser to streamline operations, drive efficiencies, and accelerate business growth. The financial services firm will continue ...

APRA reprimands Cbus, BUSSQ over governance issues

ANDREW MCKEAN  |  WEDNESDAY, 14 AUG 2024
... to indefinitely expel the CFMEU construction division's affiliation to its NSW, Victorian, South Australian, and Tasmanian branches. Fair Work Commission general manager Murray Furlong has also said that he's "deeply concerned" about the alleged ...

JANA wins mandate from public sector super fund

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
JANA has been selected as the investment consultant for the Tasmanian Retirement Benefits Fund (RBF). Following an extensive procurement process supported independently by Deloitte, the asset consultant was awarded the mandate by the Superannuation ...

UniSuper partners to buy Tasmanian timber plantation

RACHEL ALEMBAKIS  |  THURSDAY, 5 OCT 2023
UniSuper and a consortium of European pension funds have acquired a Tasmanian forestry estate from a New Forests managed fund. UniSuper, the UK's Pension Protection Fund (PPF), and APG Asset Management N.V (APG) on behalf of its Dutch pension fund client ...
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