Libertas FP announces accounting firm joins dealer group & strategic alliance with mentor education

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Libertas Financial Planning Pty Ltd (Libertas) Director, Mark Euvrard, has announced that Eagle Financial Pty Ltd is the first accounting firm to join the dealer group. Currently, Libertas has around... Read more continue reading

Skaffold appoints Trevor Clisby to lead its move into wholesale markets

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Independent stock research company, Skaffold.com, has appointed Trevor Clisby to lead its expansion into Financial Services and SMSF Administrator markets. Skaffold CEO Peter Simson said Mr Clisby’s appointment will drive... Read more continue reading

Avaloq Banking Suite now fully compliant with Australian tax system

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The Avaloq group, an international leader in integrated and comprehensive solutions for wealth management, universal and retail banks, yesterday announced that its Banking Suite has achieved full compliance with the Australian... Read more continue reading

MGP beefs up sales team, records bumper inflows

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Leading managed account provider managedaccounts.com.au, a subsidiary of listed company Managed Accounts Holdings Limited , has bolstered its sales and relationship management team in response to growing demand for its... Read more continue reading

Fortnum completes multi-million dollar deal to buy-out ANZ

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Fortnum Financial Group Limited has successfully acquired ANZ Banking Group’s 20 per cent stake in the company in a multi-million dollar deal that catapults it to one of Australia’s largest... Read more continue reading

Australian Ethical appoints Mason Willoughby-Thomas CFA as portfolio manager for the $277mn Australian Ethical Larger Companies Trust

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CIO David Macri steps down as PM of Larger Companies Trust to focus on strategic development of the current business and its offering “I am delighted to move Mason up to full control... Read more continue reading

Middletons Securities announces two key appointments to local team

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Middletons Securities has announced the addition of Andrew Winter and David Mead as Authorised Representatives to its local team to drive its expansion activity across the South Australian market.Middletons Securities... Read more continue reading

BOQ completes acquisition: unveils new look BOQ Specialist

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BOQ has officially completed its acquisition of the Professional Finance and Asset Finance & Leasing businesses from Investec Australia Limited. Brendan White, BOQ’s Group Executive for Business Banking, Agribusiness and... Read more continue reading

Johan Cruz to head Premium’s compliance

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Premium Wealth Management has announced the hiring of Johan Cruz from IOOF to head Premium’s compliance. Cruz is a respected and experienced compliance operative, who has also worked at Count... Read more continue reading

Fitzpatricks continues strategic hires in response to significant growth in advisers and funds under advice.

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Fitzpatricks Financial Group yesterday announced the appointments of Colin Bold as Head of Marketing and Brett Ireland as Chief Operating Officer. The appointments will help position the Group to be... Read more continue reading