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Showing 1 - 10 of 18 results for "Wealthwise"

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... 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. AZ NGA chief executive Paul Barrett wants to aggressively expand to Western Australia ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... way to go to ensure that women are educated and have the confidence to make sound financial decisions," she says. In Wealthwise senior financial adviser Manisha Bhudia's experience, the differences between how the genders manage money varies across ...

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... process." The other finalists for the award were Main Street Financial Solutions Charles Badenach and Joseph Hoe from Wealthwise.

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... Charles Badenach from Main Street Financial Solutions, Felicity Cooper from Cooper Wealth Management, and Joseph Hoe from Wealthwise are in the running for the Adviser of the Year award. This month, the finalists will present to a judging panel about ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Wealthwise continues to expand its presence, acquiring a 34-year-old financial advice firm. AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. ...

Bellmont adds to distribution team

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... where he was a director and financial adviser for over seven years. Reilly was previously a senior financial adviser at Wealthwise, also based in Perth, where he spent nearly 14 years. At Bellmont, he will assist advice practices transition to the firm's ...

Why women struggle in financial advice

ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... for fixed compensation was highlighted as something that could increase women's participation in the industry. Wealthwise senior financial adviser Dawn Thomas has seen this first hand. "I returned to work after three months with my first two children ...

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... model for the future of financial advice." The AFA and TAL Female Excellence in Advice award went to Dawn Thomas of Wealthwise. Thomas was drawn to financial services because she wanted to empower people to achieve their financial dreams. She is focussed ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... the full list of award finalists below: 2019 AFA/Zurich Adviser of the Year Simone Du Chesne, EQWealth Joseph Hoe, Wealthwise Elliot Watson, Elliot Watson Financial Planning 2019 AFA Rising Star Chris Carlin, Master Your Money Now Victoria Devine, Zella ...

Adviser of the Year finalists named

KRISTI CHENG  |  TUESDAY, 13 AUG 2019
... Adviser of the Year Award, have been announced. This year's finalists are Simone Du Chesne of EQWealth, Joseph Hoe of Wealthwise, and Elliot Watson of Elliot Watson Financial Planning. Watson was also a finalist in the same category in last year's ...
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