17 July
Infocus Wealth Management has managed to scoop up Jeff Mitchell and Craig Meldrum as their new chief investment
Jodie Blackledge has joined the Fitzpatricks Group as chief financial officer and chief operating officer.
Prime Financial Group has appointed Olivia Long as managing director, strategy and operations, of its wealth
Aug 17 2018 - 4:15pm
Award-winning planner Patrick Anwandter, of Strategy First, has been a financial adviser for more than 20 years.
16 July
Two long-only Cooper Investors global funds have been added to the Netwealth and FirstWrap platforms.
13 July
AMP Capital has appointed Malcolm Brown as its senior principal in its global infrastructure equity business in
12 July
Centrepoint Alliance has appointed Miriam Herold as the head of research to lead its research division.
Aug 14 2018 - 4:15pm
Heidi Schwegler, AHS Financial principal, always wanted to become a financial adviser with an underlying desire to
11 July
Augusta has completed £150 million of funding as it enters new stage of expansion, and points to Australia as a
10 July
Liam Shorte, a SMSF specialist adviser and financial planner from Verante Financial Planning, has been appointed
SG Hiscock and Company has appointed Michael Kordick as assistant portfolio manager of the SGH20 team.
Jul 19 2018 - 11:00am
Whether investors are looking for growth, income, standalone investments or diversification, the broad SMA
Kath Bowler has joined financial services law firm, Holley Nethercote, as general manager of Compact, its training
Aura Group has appointed Andrew Coloretti as its new executive director, private wealth.
Christina Manonian has joined Legg Mason as its new institutional sales director.
