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Showing 1 - 10 of 16 results for %22Aspiri Financial Services%22

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... MISSO Wealth Management. Meanwhile, its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady & Associates, George Ferizis Group, Link Financial Services Group, Financial Professionals, and the Westwood ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
... Management and MEDIQ Financial Services. Its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady & Associates, George Ferizis Group, Link Financial Services Group, the Westwood Group. Focus founder and ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... and head of Lifespan Partnership, a broad ranging support service for self-licensees. Melbourne-based Mantineo has a financial services career spanning 30 years, much of which was spent with major financial advice businesses. Most recently he was head ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... recently took on the George Ferizis Group based in Bankstown, New South Wales. Queensland advice firm Aspiri Financial Services, which joined the group in April, was the fourth acquisition. Chartered accountant and adviser Jason Misso established his ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
... Connectus is the subsidiary of NASDAQ-listed Focus Financial Partners. The Focus family now comprises: Aspiri Financial Services Group, Brady & Associates Group, Link Financial Services Group and Westwood Group. The latest acquisition, which is due to ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... Financial Partners has added a Queensland advice firm to its advice multi-boutique network Connectus. Aspiri Financial Services Group will join Connectus, which in December 2020 acquired S ydney's Brady & Associates Group, Melbourne's Link Financial ...

Cashwerkz director departs

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... with John Nantes as chair. "During his tenure in this position he has demonstrated a broad range of skills relevant to financial services," he said. "This includes having an informed view with regards to innovation and the disruption of traditional business ...

Cashwerkz to launch funds incubator

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... responsible entity infrastructure of Trustees Australia - and will also extend to distribution to some of the world's financial services leaders. The ASX-listed company said it has been working with multiple suppliers of custody, compliance, finance ...

First neobank granted full banking licence

OSKAH DUNNIN  |  WEDNESDAY, 23 JAN 2019
... designed to balance the competing objectives of encouraging competition while maintaining safety and stability in the financial system," Byres said. Neobank Xinja hopes to join Volt Bank as the second fully APRA licenced digital banking service in 2019. ...

CFA Australia names first chief executive

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... Microfinance where she was chief operating officer. At Good Shepard, Carroll was responsible for improving the delivery of financial inclusion products and programs to people earning a low income. She also managed the finance, legal, IT, learning and ...
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