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Showing 1 - 10 of 20 results for "Wilsons"

Pinnacle to increase stake in Coolabah

KANIKA SOOD  |  MONDAY, 6 SEP 2021
... expects to raise $32 million from the DRP which it says will be "primarily" used for the Coolabah stake. PNI has appointed Wilsons Corporate Finance will underwrite the DRP shortfall. Coolabah's initial sale of 25% to Pinnacle came as the Bennett family's ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
The former general manager of private wealth at Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where ...

Channel Capital appoints distribution director

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
... relationships in New South Wales. He has also worked an associate director at FIIG Securities and as a private wealth adviser at Wilsons Stockbroking & Advisory. "Sam's appointment is a continuation of our commitment to invest in long term relationships ...

Wilsons adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
... was previously chief executive of CBA from 2005 to 2011 and of ASB Bank and Air New Zealand. He is currently chair of Wilsons New Zealand partner Craigs, RANQX Holdings, a senior advisor at BGH Capital, trustee of NZ Business Mentors, Auckland Grammar ...

Wilsons starts Canberra office

KANIKA SOOD  |  MONDAY, 8 FEB 2021
... Canberra office, as two financial advisers based in the region join from Elston. Tim Anderson and Richard Taylor have joined Wilsons' private wealth advisory team, which is headed by Paul Bryant. "I am thrilled to be establishing an office in Canberra ...

How to make sense of reporting season

ALLY SELBY  |  TUESDAY, 18 AUG 2020
... reporting season, an advice and stockbroking group has identified three key trends that have so far emerged from the results. Wilsons Advisory noted that many of the companies that have reported thus far have demonstrated significant guidance restraint ...

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
... continuity of service," Clifford said. Other firms potentially vying for the business were Ord Minnett, Shaw and Partners and Wilsons, with Ord Minnett originally tipped to win the bid. CBA confirmed back in June this year that it was considering the ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... years. Prior to her time at Vanguard, Hamieh was head of distribution at Centuria Capital and a distribution manager at Wilsons Advisory Stockbroking. Her appointment rounds out a number of recent executive appointments for Xplore - Michael Wright, former ...

VGI Partners readies $1bn Asian fund

KANIKA SOOD  |  MONDAY, 5 AUG 2019
... appointing joint lead managers: Crestone Wealth Management, Commonwealth Securities, Ord Minnett, Taylor Collison and Wilsons as the joint lead managers for the offer. VGI is targeting a maximum of $1 billion for the LIC and says it won't be establishing ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
Wilsons Advisory appointed two former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. ...
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