Search Results | Showing 1 - 10 of 37 results for %22Sentry Financial Planning%22 |
| | ... Financial Group has about $23 billion in funds under advice and $470 million of in-force premiums. This is across Wealth Today, Sentry Advice, Synchron, and Millennium3. |
| | | ... the integration. Insignia currently services the M3 network primarily via a centralised support group. WTL supports its Sentry, Synchron and Wealth Today cohorts similarly via its Wealth Adviser hub. Additionally, WTL stated that the groups' share ... |
| | | ... carry some weight in the sentencing discretion." Nugara was licensed as an authorised representative of Sentry Financial Planning until 19 April 2013. On 24 May 2014, Skynet became licensed under Financial Services Partners until 10 October 2016, which ... |
| | | ... providing clients advice on shares and property. He was licensed as an authorised representative of Sentry Financial Planning until 19 April 2013. On 24 May 2014, Skynet became a licensed under Financial Services Partners until 10 October 2016, which ... |
| | | ... Financial Planners between May 2014 and September 2018. Between January 2009 and April 2014, he was at Sentry Financial Planning. ASIC cancelled Platinum Perpetual Global Private Wealth's AFSL in September 2019 after Western Australian police charged ... |
| | | ... build scale does sit high on the priority list for several firms, WT Financial Group (WTL) being one. In 2021 it acquired Sentry Group and earlier this year Synchron. WTL managing director Keith Cullen agrees scale is an important part of growth. "One ... |
| | | ... managing director Keith Cullen attributed the positive results to its B2B restructure and the acquisition of Synchron and Sentry Group. He said when you invest $20 million in acquisitions then you probably want it to reflect in your results. "The neat ... |
| | | ... the business and help integrate WTL's existing operations and retain and grow the existing client base. WTL acquired Sentry Group for $7 million in June 2021. To fund its latest acquisition, WTL raised $3.05 million via a 30.5 million placement of ... |
| | | ... training, technical support, and practice management and development services. In July, it completed the acquisition of Sentry Group, adding around 275 advisers to the group. While Wealth Today and Sentry provide the same suite of licensing solutions ... |
| | | An ASX-listed financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books. WT Financial Group (WTL) announced today that upon completing the takeover, it will have some 275 financial advisers ... |
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