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

Search Results

Showing 1 - 2 of 2 results for "onePlan Financial Planning"

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... Profile's client base. This marks the second recent acquisition by Profile, having added Mudgee practice onePlan Financial Planning in May. With Churpa having been a Lonsdale practice and onePlan originally licensed via Securitor, Abood said the ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's founder and senior financial adviser, Louise Scifleet. ...
PAGE:
1