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 worked across the Centric network in Brisbane, Sydney and Melbourne. She said the posting is the realisation of her ‘life plan’ to return to her

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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 Capital was founded in 1993 by Lee Ainslee, who was formerly at Julian Robertson’s Tiger Fund and has in excess of $9 billion FUM. Kieran

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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 February of this year creating one of Australia’s largest non-aligned, privately-owned financial advisory businesses. Mr Kearns was appointed CEO of Centric Wealth by CHAMP Private

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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 are many areas where those in same sex relationships are given the same rights as traditional couples.  However, as legislation varies amongst states and territories,

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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 Better reforms, the aged care industry continues to be plagued by complexity and uncertainty, particularly in relation to bonds. An accommodation bond, or accommodation charge,

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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. That is the view of wealth advisory firm Centric Wealth. “Very few people fully understand the consequences of what we commonly refer to as the

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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 carer and pension entitlements rules, means an increasing number of families are unable to pay for the care services their elderly relatives need. “Over the

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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 are unable to pay for the care services their elderly relatives need. “Over the past 100 years, life expectancy levels for 65 year old men

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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 Investment Research (PIR) for the Centric DHA Residential Property Fund (the Fund).  The award comes as the Fund receives a AA+ rating from the same

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Don’t risk life insurance claim being rejected in bid to save time or money

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Smallest of details can result in insurance claims being rejected: Centric Wealth Buying life insurance online may seem an efficient way of buying life insurance, but for many policy holders it can significantly increase the risk of them not being adequately covered and having their claim rejected in the future. According to leading wealth advisory

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