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Showing 1 - 6 of 6 results for %22FMD Financial%22

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... serious illness and/or disability by providing pro bono financial advice. Beswick is a senior financial adviser at FMD Financial and is a committee member at the Financial Planning Association's Melbourne chapter. She takes over from Nick Hakes, who ...

Private wealth specialist appoints chief executive

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... business manager for the BT Magnitude dealer group. Before that, he was a director at Peloton Partners, a director at FMD Financial and a principal at Mercer. Murray's new role will see him oversee Sterling's transition to its own Australian financial ...

FMD acquires two fin planning firms

LINDA HAUSKEN  |  THURSDAY, 30 AUG 2012
Melbourne based independently owned financial planning practice FMD Financial has acquired Investwell Financial Planning and Financial Lifestyle Managers, adding over $160 million of funds under advice (FUA) to the firm. Lee Wapling chief executive ...

Merger and new CEO for FMD

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
Two FMD Group independent planning practices are set to merge with news that FMD Financial and Reynolds Williams and Associates will merge on December 1. Former Perpetual Private Wealth executive, Lee Wapling, will head up the firm. The FMD Group has ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
... operational and structural support without a conflicted approved product list," said Knox. In January ASET Wealth Management and FMD Group cut ties with their previous owners to sign on to Paragem's licence. ASET Wealth, formally WalterTurnbull Financial ...

New chapter for ASET and FMD

ELISE BURGESS  |  MONDAY, 31 JAN 2011
ASET Wealth Management and FMD Group usher in 2011 as stand-alone practices, cutting ties with their previous owners and signing on to dealer group services provider Paragem. ASET Wealth, formally WalterTurnbull Financial Planning, has separated from ...
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