Search ResultsShowing 1 - 10 of 12 results for "WB Financial"
IRESS general manager joins advice group
JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
... Bringing more than 30 years' experience in financial services, Wootton is also a former operations manager at WB Financial and has previously held senior roles at Macquarie. FYG Planners managing director Peter Mancell said the Tasmania-based group ...
AFA remains steady ahead of FASEA reforms
JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... for NSW and Queensland respectively. Fortify Financial's Glen James has been appointed NSW state director, while WB Financial's Patricia Garcia is the new state director for Queensland. AFA chief executive Phil Kewin said: "We welcome Glen and Patricia ...
SMA provider to award $20m mandate
DARREN SNYDER  |  TUESDAY, 15 MAY 2018
... development manager Des Maher said the SMA business was spun out after 11 years running the licence for advice firm WB Financial. Australian equities portfolios became too costly and too cumbersome using only managed funds and for various reasons advisers ...
Perth planner named Professional of the Year
KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... was also commended for investing in quality people and ongoing contribution to the community. Patricia Garcia of WB Financial in Brisbane won the AFP Financial Planner of the Year Award for demonstrating that quality advice is more than solutions and ...
FPA reveals annual award finalists
JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... AFP(R) - Cooper Wealth Management Nicholas Lloyd AFP(R) - ITL Financial Planning Patricia Soares Garcia AFP(R) - WB Financial FPA Paraplanner of the Year Award Adriana Brink AFP(R) - Alman Partners Laura Buckley AFP(R) - Momentum Planning Travis Schindler ...
Botte replaces Sheehan as My Adviser managing director
MARK SMITH  |  THURSDAY, 3 JUL 2014
... Before joining My Adviser, Sheehan was employed in business development manager roles for Colonial Margin Lending and WB Financial Management. Botte has more than 20 years' experience in the financial services industry and has held senior roles in marketing ...
WB Financial launches SMA service with Praemium
LAURA MILLAN  |  TUESDAY, 27 MAY 2014
Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models ...
WB advisers join CBA's Financial Wisdom
LAURA MILLAN  |  MONDAY, 15 JUL 2013
The 23 authorised representatives of WB Financial Management have joined the Commonwealth Bank-owned Financial Wisdom dealer group. WB Financial board took the decision to go under CBA's umbrella in an attempt to deal with "an increasingly comply regulatory ...
Paragem FUA reaches $1.9bn after new mergers
LAURA MILLAN  |  FRIDAY, 24 MAY 2013
... Milsons Point, has over $60 million under advice and prior to joining Paragem, FMA was part of the privately owned WB Financial group. PrimeWealth, an accounting-based business also joined Paragem. Previously operating under Securitor in Chatswood, it ...
BlackRock provides advisers with super SMA
MATT WOODINGTON  |  TUESDAY, 19 APR 2011
... $100 million into the super SMA in the next 12-18 months on the back of high demand from clients. Advisers with WB Financial will be first to access the super SMA during April and BlackRock intends to make the product available to all advisers around ...
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