All Articles tagged with 'John Shuttleworth'

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Centrepoint Alliance enters agreements to acquire Cairns Wealth and Pinnacle Wealth client books

From Centrepoint Alliance

Centrepoint Alliance enters agreements to acquire Cairns Wealth and Pinnacle Wealth client books Centrepoint Alliance Limited (ASX: CAF) (“Centrepoint” or “the Company”), a leading provider of advice and business services

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03 Jun 2026

Centrepoint Alliance and FNZ announce the launch of IconiQ Investment Platform

From FNZ & Centrepoint Alliance

Centrepoint Alliance, a leading provider of advice and business services to financial advice firms throughout Australia, and FNZ, a leading global wealth management platform, have announced the launch of a

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05 Dec 2024

Centrepoint Alliance delivers consistent earnings and adviser growth

From Centrepoint Alliance

Centrepoint Alliance Limited (ASX: CAF) (“Centrepoint” or “the Company”), a leading provider of advice and business services to financial advice firms throughout Australia, is pleased to provide the Company’s Interim

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29 Feb 2024

Centrepoint Alliance acquires Financial Advice Matters

From Centrepoint Alliance

Centrepoint Alliance Limited (ASX: CAF) (“Centrepoint Alliance” or “CAF”), a leading provider of business services to financial advice firms throughout Australia, is pleased to announce it has entered into a

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13 Nov 2023

Centrepoint Alliance reports solid growth; announces acquisition of ClearView advice businesses

From Centrepoint Alliance

Leading provider of advice and business services to financial advice firms, Centrepoint Alliance Limited has announced strong growth during FY21, including a net profit after tax of $1.8m and 6%

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26 Aug 2021

Centrepoint Alliance appoints John Shuttleworth as Chief Executive Officer

From Centrepoint Alliance

Centrepoint Alliance Limited (“Centrepoint Alliance” or “the Company”) is pleased to announce the appointment of John Shuttleworth as Chief Executive Officer effective 4 August 2021.It is expected that Mr Shuttleworth

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06 Aug 2021

BT Panorama expands managed portfolios menu

From BT Financial Group

BT continues the rollout of its wealth operating system BT Panorama with the addition of four popular managers to the managed portfolio menu: Evans and Partners, UBS, Antares and Hyperion.

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10 Nov 2015

BT launches new app for financial advisers, providing access to Panorama while on-the-go

From BT Financial Group

BT Financial Group has launched a new mobile app that allows financial advisers to access Panorama anytime, anywhere. With a user-friendly interface, the Panorama app allows advisers to view details

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18 Sep 2015

BTFG’s Panorama enhances its investment platform with the launch of managed funds

From BT Financial Group

BT Financial Group (BTFG) has added managed funds to its powerful wealth operating system Panorama, providing advisers and their clients access to an impressive range of investment solutions. This latest

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09 Sep 2015

BT Financial Group first Australian Avaloq customer to go live

From BT Financial Group

Going live with the Avaloq Banking Suite on new BT Panorama Operating Platform creates new opportunities for Avaloq to enter the global wealth ‘Platform’ market. The Avaloq group, an international leader in

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21 Jul 2014

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]