Articles tagged with 'centric-wealth'

Centric determined to keep ahead of the pack

15 February 2010 | Centric chairman Philip Kelly spoke with Lucinda Beaman about the industry and his plans for 2010.


Money Management 4minutes

10 February 2010 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Macquarie.


Back from the debt

4 February 2010 | Centric’s new chief, former Hillross MD John McMurdo, has been handed a business revived from its debt woes, and will be tasked with getting its growth targets back on track.


Planner confidence lagging market rebound

25 January 2010 | Financial planners’ revenues may have bounced back with the increase in equity markets, but caution and conservatism remains amongst advisers, according to Centric Wealth executive chairman Phillip Kelly.


Separate advisers from sales agents, says Centric

22 January 2010 | Centric Wealth wants a clear line drawn between sales agents and advisers in the superannuation advice space.


Property: Getting down to business

6 October 2009 | Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits.


Chairman replaces Pillemer at Centric

10 September 2009 | Philip Kelly becomes executive chairman at Centric after Michael Pillemer's contract is not renewed.


Centric Wealth switches to Xplan software

14 August 2009 | Move comes after restructure of back-office and review of research processes.


Chris Cuffe joins Centric Wealth board

3 July 2009 | Former Challenger Financial Services Group chief executive Chris Cuffe has been appointed to the board of directors of dealer group Centric Wealth.


Centric plans for risk acquisitions

09:58 AM | Will boost its risk adviser representation in Brisbane, Melbourne and Canberra to diversify revenue, consolidating its back-office systems.


Dealer groups capitalise on redundancies

14 April 2009 | A number of financial planning dealer groups are taking advantage of the economic downturn to boost their client numbers and revenue by offering redundancy packages to companies preparing to cut jobs and offering to help redundant workers.


The stakes rise as revenues fall

2 April 2009 | In the good times, revenue from platforms have been a strong source of income for dealer groups and advisers


Centric Wealth outlines debt strategy

12 February 2009 | Appears to have solved its immediate debt problems.


Merger creates new accountancy practice

20 July 2007 | Advisory firm Centric Wealth has merged with two other firms to create a new accounting and tax services business called GMK Centric.


1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
59%
 
2%
 
39%

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