Search Results | Showing 1 - 10 of 70 results for %22Lonsdale Financial Group%22 |
| | ... because of optimisation benefits. As predicted, adviser numbers dropped to 1199 due to the sale of Millennium3, closure of Lonsdale, and changes to Bridges. The migration of clients and assets from MLC Wrap to the Expand platform is also tracking to ... |
| | | ... self-employed advisers were lost in the quarter, with Mota saying the losses were largely due to the ongoing closure of the Lonsdale licence and not linked to the proposed creation of ASC. |
| | | ... three offices in Victoria. The firm was founded in 2017 by Stephen Crowe and was previously licensed by Lonsdale Financial Group. Count Financial's chief advice officer Andrew Kennedy said BWC Partners is a quality firm with a strong client focus. "Stephen ... |
| | | ... this, Ramsey held practice development roles at Securitor Financial Group, AMP Financial Planning and Lonsdale Financial Group. They both report to the head of practice engagement and growth Robert Skinner. "Over the past three years, Fortnum has invested ... |
| | | ... 137 advisers at June end. IOOF also owns o ther advice groups including RI Advice (264 advisers), Millennium3 (242), Lonsdale (119) and Bridges Financial Services (193). IOOF reported $2.2 billion in outflows from 33 advisers departing from IOOF's ... |
| | | ... part of MLC. Other IOOF-owned licensees ended the period with the following figures: RI Advice (264), Millennium3 (242), Lonsdale (119) and Shadforth Financial Group (137) and Bridges Financial Services (193). This makes IOOF the largest licensee after ... |
| | | ... advisory firm. It previously operated under AMP's Charter Financial Planning. DMCA Advisory, which used to be part of Lonsdale and IOOF, has shifted to the Count Financial network. DMCA Advisory director Tania Tonkin said: "We chose Count Financial due ... |
| | | ... Financial Services and MLC Advice service high-net-worth clients. The self-employed segment comprises RI Advice, Millennium3, Lonsdale and Consultum Financial Planning, as well as TenFifty and Godfrey Pembroke. Finally, its adviser services unit comprises ... |
| | | ... self-employed advice mode l (893 of 1546). About 292 advisers are in professional services model, from places such as Lonsdale, Millenium3 and RI Advice. Lastly 361 are in the self-licensed model. "If you look at where we are now, it's clear that ... |
| | | ... that Westpac did not have the means to effectively address wide-ranging risk governance gaps. APRA deputy chair John Lonsdale described the undertaking with Westpac as a "serious step that indicates the severity of the situation". "The integrated plan ... |
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