Centric doubles growth in the last 12 months, solidifying its disrupter status in the Australian platform market

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In the past twelve months, indie Aussie wealth management and investment platform, Centric has more than doubled its FUA (Funds Under Administration) and platform users.  With FUA now sitting at

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Celia Carroll to head up Centric Wealth’s Queensland operations

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The Findex Group announced Celia Carroll will return to her adopted home town of Brisbane to take on the role of Centric Wealth’s Queensland State Manager. Melbourne born Celia has previously

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Centric invests $50 million in international equities with Maverick Capital

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Centric Wealth, part of the Findex Group, has announced the selection of Maverick Capital for a $50 million allocation following a review of global equities managers. The US based Maverick

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Phil Kearns to depart as Chief of Centric Wealth

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The recently acquired Centric Wealth announced yesterday that Phil Kearns will be departing as CEO on 30 June 2014. Centric Wealth was acquired by Findex Australia Pty Ltd (Findex) in

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Centric Wealth says estate planning central issue for same sex couples

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Financial planning and estate planning just as important for same sex couples as it is for more traditional unions. Centric Wealth has said that even without recognised gay marriage, there

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Aged-care complexity continues, despite government reforms

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Centric Wealth says bonds now creating most confusion for elderly and their families Leading wealth management advisory firm, Centric Wealth, today said that despite the Federal Government’s Living Longer Living

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Why living longer means you need to plan more effectively

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Because most people tend to under estimate how long they are going to live, very few are able to effectively plan their financial affairs for the duration of their life.

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Complex income & assets tests at risk of impeding care for aged parents

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Complex aged care rules putting financial strain on families: Centric Wealth Leading wealth management firm, Centric Wealth, today said that the current cost of aged care services, combined with complex

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Complex income & assets tests at risk of impeding care for aged parents

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Leading wealth management firm, Centric Wealth, today said that the current cost of aged care services, combined with complex carer and pension entitlements rules, means an increasing number of families

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Centric Wealth DHA Fund wins PIR Unlisted Fund of the Year

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Andrew Mehrtens leads offer of Residential Housing funds to institutional and retail investors Wealth management firm, Centric Wealth and its partner DHA, have been awarded a prestigious award by Property

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