Sentry

People & Products

Centuria appoints advice COO to distribution role

Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm. ...

Financial planning

WT Financial’s Cullen on being first out of the gate on advice M&A

WT Financial Group managing director, Keith Cullen, believes the current M&A activity in financial advice is long overdue, having been accused of “running into a burning ...

Financial planning

WT Financial non-exec director Harrison to depart

Michael Harrison, non-executive director at WT Financial Group and former Sentry director, is set to retire from the firm with Chelsea Pottenger taking over....

People & Products

WT Financial sees advice opportunities on the horizon

Further acquisitions remain a possibility for WT Financial as it finalises the integration of Synchron, Sentry and Wealth Today and announces its full-year results....

Financial planning

Synchron acquisition brings benefit of scale to WT Financial

WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...

Financial planning

Centrepoint/Clearview entity to have over 500 advisers

Centrepoint’s acquisition of Clearview’s advice business will create a new combined entity that will be one of the largest financial planning groups in the country in ter...

Funds management

Sentry partners with OneVue on new SMA series

Sentry and OneVue have entered into an alliance which they say will add seven FPI SMA model portfolios to Sentry advisers' tool kits. ...