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

Search Results

Showing 1 - 5 of 5 results for "Wealth Designers"

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Edge Group; and Bianca Musico of Warr Hunt. Meanwhile, Burcheart's Sacha Burchgart, Robin Sandover of The Wealth Designers, and PlanningSolo's Jordan Vaka are nominated for FAAA Adviser of the Year. Kathy Havers of Viridian Advisory, Iconic Wealth's ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track Financial Solutions. ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
The Wealth Designers is expanding its footprint nationwide and internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term ...

MacMillan wins AFA Adviser of the Year

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
... practice and absolute commitment to excellence ultimately set him apart from his peers." MacMillan, from The Wealth Designers, said he was honoured by the award and to be part of the advice community. In an earlier address, MacMillan said his firm of ...

RI Advice Group targets WA practices

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
... recruit five Western Australian financial planning groups to its network this year, starting with Perth-based group Wealth Designers. The financial planning network said it expects to bring on another four to five practices in Western Australia alone ...
PAGE:
1