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Showing 1 - 10 of 17 results for "Wealth Investments"

Former adviser incurs additional charges for dishonest conduct

RIDDHIMA TALWANI  |  FRIDAY, 6 MAR 2026
... Wealth Management (PWM) and related companies, Professional Wealth Management Services (PWMS) and Professional Wealth Investments. PWMS held an AFSL until it was cancelled by ASIC in 2023. PWM was involved in developing a technology for robotic trading ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... director of Professional Wealth Management (PWM), Professional Wealth Management Services (PWMS) and Professional Wealth Investments (PWI) appeared in the Downing Centre Local Court yesterday on six charges of dishonest conduct in relation to a financial ...

Veteran adviser cops permanent ban

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
... director of Professional Wealth Management Services (PWMS), Professional Wealth Management (PWM), and Professional Wealth Investments, will no longer be able to perform any functions in financial services as he is "not a fit and proper person" to do ...

Industry heavyweights back listed venture fund

MARK SMITH  |  THURSDAY, 29 SEP 2016
... Before founding H2Ventures in April 2015, Ben Heap was chief executive and managing director of Australasian Wealth Investments and before that was managing director of the Australian business of UBS Asset Management. He has also served as a non-executive ...

AWI appoints CEO and MD

ALEX BURKE  |  THURSDAY, 10 MAR 2016
Australasian Wealth Investments has appointed a new chief executive and managing director. Ron Hodge was previously chief operating officer at AWI; he is also the co-founder of managed funds discount broker InvestSMART, now owned by AWI. Hodge was previously ...

Financial Synergy makes big play in big data

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
The latest move in to big data analytics by superannuation software provider Financial Synergy is being touted as one that will help transform the industry in Australia. The firm announced a partnership with NASDAQ-listed software company OpenText yesterday ...

Chief executive steps down at AWI

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
A decision by Australasian Wealth Investments to integrate its digital properties saw chief executive and managing director Ben Heap resign on Tuesday. In a statement to the ASX, Heap said he continues "to be passionate about the innovation in financial ...

AWI laments 'bitterly disappointing' van Eyk investment

MARK SMITH  |  THURSDAY, 27 NOV 2014
Australasian Wealth Investments (AWI) has said its 'disappointing investment' in stricken research house van Eyk was a major contributor to the company recording a net loss of $6.7 million in the 12 months to 30 June. In March 2013, AWI acquired a 49.6% ...

Van Eyk collapse brings down AWI chairman

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
The chairman of Australasian Wealth Investments (AWI) has resigned in the wake of the collapse of van Eyk Research, with a replacement to be voted on at AWI's annual general meeting (AGM) in November. According to AWI, the board has asked iPac Securities ...

Questions raised about independence of van Eyk board

MARK SMITH  |  FRIDAY, 5 SEP 2014
... expressed concern about the make-up of the under-fire research and asset consulting company's board. Australasian Wealth Investments (AWI), which owns a 36% stake in van Eyk, remains concerned that there are currently no independent directors on van ...
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