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Showing 1 - 10 of 12 results for %22MEDIQ Financial Services%22

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
A Sydney-based advice firm will merge with MEDIQ Financial Services, as the latter sets in motion a plan to take on every major city. Merging with MEDIQ is Omega Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
... several advice businesses in Australia in recent years, namely Escala Partners, MISSO Wealth Management and MEDIQ Financial Services. Its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady & Associates ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... Financial Services Group and Brisbane's Westwood Group. Focus already owns stakes in Escala Partners and MEDIQ Financial Services but these are separate from the newer Connectus Wealth Advisers network. The Aspiri transaction is expected to close in ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
... providers already working with the group's 71 partner firms. Focus Financial also owns Escala Partners and MEDIQ Financial Services, which are separate to the Connectus business. All Focus firms will also be able to use the Excelerate program. The program ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... Advisers network, having been acquired by Focus. In Australia, Focus already owns Escala Partners and MEDIQ Financial Services but these are operated under a different model and will remain separate from the new Connectus Wealth Advisers network. Brady ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
... in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services. Focus has entered a definitive agreement to partner with Ravi Agarwal's MEDIQ Financial Services which specialises in accounting ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... delivering "truly life-changing advice." The 2017 Practice of the Year Award was also presented, with MEDIQ Financial Services being awarded the accolade. "Charlie is leading the profession, as is MEDIQ Financial Services, on so many fronts. They are ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... - AFA caps its annual conference with an awards gala ceremony for the 2017 Practice of the Year, which went to Mediq Financial (received onstage by Ravi Agarwal) and the 2017 Adviser of the Year Award went to Charlie Fraser from Shadforth Financial. ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... consistently deliver quality advice to clients. This year's finalists for the award include Australian Financial Risk Management, MEDIQ and PFG Financial Services. AFA chief executive Phil Kewin described the awards as the most demanding and rigorous ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... Financial and Gary Spencer from Spencer Private Wealth. The other Practice of the Year finalists were Mediq Financial Services and Navwealth Financial Group.
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