Centrepoint Alliance continues strong growth in 1H FY21; advice technology strategy to spur further expansion

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Leading provider of advice and business services to financial advice firms, Centrepoint Alliance Limited (ASX: CAF), has announced that its strong growth trajectory continued during 1H FY21. Gross revenue for the half was $70.6m – an increase of 15% on 1H FY20.  Net revenue from authorised representative fees increased by $2.3m. The Company reported a net

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Centrepoint Alliance and Intelliflo form agreement to establish new era of advice tech for Australia

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Centrepoint Alliance, a leading provider of advice and business services to financial advice firms throughout Australia, has announced its first-mover agreement with Intelliflo, the UK’s market leader for financial advice technology. Centrepoint Alliance’s adviser network will be one of the first in Australia to access Intelliflo technology, which is used by more than a third

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Centrepoint Alliance appoints new National Recruitment Manager

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Centrepoint Alliance Limited (ASX:CAF) has announced the appointment of Charles Smith to the role of National Recruitment Manager. Mr Smith brings significant experience in business development, channel strategies and adviser recruitment and retention. Prior to joining Centrepoint Alliance, Mr Smith spent over four years as Business Growth Manager at MLC Wealth, where he was responsible for

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More scrutiny needed on licensee and business model

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Advice firms looking to change licensees need to consider the long-term viability of the group rather than reacting to short term incentives, according to Centrepoint Alliance. Mr Paul Cullen, Group Executive Advice, Centrepoint Alliance, said the disruption that has occurred in the financial advice industry in recent years has seen increased interest in mid-tier dealer

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Centrepoint Alliance appoints new Head of Research

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Centrepoint Alliance Limited (ASX:CAF) (‘Centrepoint’) is pleased to announce the appointment of Daniel Stojanovski into the role of Head of Research, commencing on 13 October 2020.   Prior to joining Centrepoint Alliance, Mr Stojanovski was a Portfolio Manager at IOOF Holdings, responsible for the management of IOOF’s model portfolios, managed accounts, investment strategy and asset allocation.

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Centrepoint Alliance to acquire Enzumo

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Centrepoint Alliance (ASX: CAF), a leading provider of advice and business services to financial advice firms throughout Australia, will acquire financial planning technology solutions business Enzumo from Chant West Holdings (ASX: CWL) for $1.5 million. Enzumo is the leading provider of financial planning software consulting, customisation and workflow solutions, and e-learning management solutions to the

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Centrepoint Alliance appoints new Chief Financial Officer

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Centrepoint Alliance is bolstering its executive team with the appointment of Mr Brendon Glass to the role of Chief Financial Officer (CFO). Mr Glass brings significant operational experience to Centrepoint in wealth and asset management businesses.  He has comprehensive ASX-listed, company secretarial and investor relations experience and will begin his new role in early June.

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Moment of truth for advice industry amid global pandemic

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As global markets continue their downward spiral, investors are looking to their financial advisers to help them fortify their portfolios and stay on track, according to leading advice service provider Centrepoint Alliance. Kate Anderson, Group Executive Advice Services and Solutions at Centrepoint Alliance (pictured), said advisers are currently receiving high volumes of calls from clients seeking support

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Queensland takes out honours in Centrepoint Alliance 2018 Advice Firm of the Year Awards

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Two Queensland firms have taken top honours in this year’s Centrepoint Alliance Advice Firm of the Year awards, announced during the Centrepoint Alliance Annual Partner Summit, which was held in Hanoi last week. Sunshine Coast firm, Ethica Private Wealth Specialists, was named Advice Firm of the Year (gross revenue less than $1M), and Brisbane firm,

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Centrepoint Alliance launches refreshed strategy under new CEO

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Centrepoint Alliance has set out the key features of its new strategic growth plan, while reporting that it grew EBITDA from continuing operations by 4% to $5.5 million (excluding one-off items) in FY18. A net loss after tax of $6.3 million was reported due to the impact of one-off items including legacy claims, restructure costs,

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