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Showing 1 - 4 of 4 results for %22Trinity Financial Advisers%22

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Planning 2019 AFA Excellence in Education Award Kearsten James, Cooper Wealth Management Joseph Meawad, Trinity Financial Advisers Ben Nash, Pivot Wealth Nicola Schneider, Robina Financial Solutions

AFA names education award finalists

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
... knowledge". This year's finalists are Kearsten James of Cooper Wealth Management, Joseph Meawad of Trinity Financial Advisers, Ben Nash of Pivot Wealth, and Nicola Schneider of Robina Financial Solutions. The nominees for the award are judged on how ...

Race among the advice giants: MAX

MICHELLE BALTAZAR  |  MONDAY, 16 JUN 2014
AMP, ANZ Wealth and Commonwealth Bank are the formidable trinity of industry consolidators in financial planning, according to the latest mergers and acquisitions report by Rainmaker. Rainmaker Research has collected data on the mergers and acquisitions ...

Trinity3 names SMA portfolio managers

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
Bendigo and Adelaide Bank gives financial advisers a taste of what to expect from the group's newly-established platform, Trinity3, after the bank unveiled the first set of investment managers it intends to use for its model portfolios. Today the bank ...
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