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Showing 1 - 10 of 37 results for %22Sentry Financial Planning%22

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... 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.

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... 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 ...

Adviser cops 10-year sentence

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... 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 ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... 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 ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... 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 ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... 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 ...

Acquisitions underpin WT Financial Group results

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
... 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 ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... 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 ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... 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 ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
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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