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Showing 1 - 10 of 20 results for "Western Pacific"

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... before moving into various financial planning management positions. For the past three years Stanton has led the Western Pacific Financial Advisors dealer group that was part of the IOOF-SFG Australia acquisition. During his time at Western Pacific Financial ...

Bridges advice head resigns

JAMIE WILLIAMSON  |  TUESDAY, 30 AUG 2016
The chief executive of IOOF-owned Bridges has resigned and the former head of Western Pacific Financial Planning has been appointed to the role in the interim. Nick Langton joined Bridges in 2014 from Perpetual where he was general manager of Perpetual's ...

New role for IOOF executive

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
... Lonsdale. He stayed on to assist with the integration of Shadforth Financial Group, incorporating Plan B, and Western Pacific over the past 12 months. An IOOF spokesperson said Farrell oversaw a significant improvement of IOOF's advice business during ...

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
... IOOF-owned SFG Australia. Cortex is the licensee service provider for SFG Australia licenses, which include Shadforth, Western Pacific and Outlook Financial Services. For the last two years, Cullen has been responsible for the division's advice policy ...

Acquisitions and cost savings key for SFG

MELANIE TIMBRELL  |  TUESDAY, 28 FEB 2012
... by leveraging the spate of company acquisitions completed over the previous 12 months including advice business Western Pacific Cleveland Practice, revenue rights to the Symetry Portfolio Service Platform and the Melbourne-based wealth management firm ...

Snowball chief announces exit plans

ELISE BURGESS  |  WEDNESDAY, 5 OCT 2011
... management business, Officium Capital, while John (Sam) Gannon will chair the affiliate licensee advice business, Western Pacific Financial Group. Finally, John Nunan, Snowball's head of group portfolio management, will now report to the chief financial ...

Snowball launches advice centre of excellence

ELISE BURGESS  |  TUESDAY, 2 AUG 2011
... through the ideas process. Financial advisers of Snowball and Shadforth along with dealergroups communities such as Western Pacific and joint ventures such as QTCU financial planning can benefit from this initiative.

Snowball signs platform deal with CFS

JOHN MCDULING  |  MONDAY, 27 SEP 2010
... per cent in full-year 2011 earnings as a result of the transaction. Through its Outlook Financial Solutions and Western Pacific Financial Group businesses, Snowball holds approximately $1 billion of Symetry's $1.8 billion in FUA. CFS will remain responsible ...

Officium Capital hires new 'best ideas' manager

MICHAEL HOBBS  |  THURSDAY, 6 AUG 2009
... period to June. Officium Group provides portfolio management to Snowball Group and its planning groups including Western Pacific and Outlook Financial Solutions. The firm has around $360 million in combined assets. "Officium has been very focused on ...

Snowball rolls up three advice practices

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
... year. The agreement means financial planners retain ownership of the business. However Snowball Group, under the Western Pacific licence, will gain a proportion of the practices revenue stream for fifty years. The purchase was funded using cash and Snowball ...
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