New Board appointments position PFAN for growth and expanded national impact 

From

The Pro Bono Financial Advice Network (PFAN) has appointed two new Board members, strengthening its leadership as it expands its mission to connect Australians living with serious illness or disability

continue reading

Pro Bono Financial Advice Network appoints new Chair, Deputy

From

The Pro Bono Financial Advice Network (PFAN) is pleased to announce the appointment of existing Board members, Nicola Beswick as Chair, and Natalie Kleibert as Deputy Chair. Ms Beswick and Ms Kleibert

continue reading

Australian Unity Personal Financial Services and Premium Wealth Management enter into discussions

From

The companies announced this morning that they have executed a non-binding indicative offer under which Australian Unity Personal Financial Services would acquire all the shares in Premium Wealth Management. The

continue reading

Justin Viney to head Premium’s network expansion drive

From

Premium Wealth Management has signaled a major growth program with the appointment of Justin Viney as head of network development. Viney, is a former general manager of practice development at

continue reading

Total Solutions Group joins Premium Wealth Management

From

Sunshine Coast accounting firm adds financial advice and becomes latest Queensland member Premium Wealth Management has further expanded its membership base with Queensland-based practice Total Solutions Group joining its dealer

continue reading

Premium Wealth and Financial Knowledge Centre

From

Premium Wealth Management is the second dealer group to roll out innergi’s Financial Knowledge Centre to its financial planning practices. CEO of Premium, Paul Harding-Davis said ‘We like to provide

continue reading

SMSF accountants risk falling behind

From

Many accountants specialising in SMSFs don’t realise the complexities involved in transferring to the new licensing regime system, warns Premium Wealth Management.  The new licensing regime, which comes in to

continue reading

Premium Wealth Management adds practice

From

Premium Wealth Management has added another Queensland-based practice to its dealer group, the third such firm to join the group this calendar year. Boston Private Wealth is located in Sanctuary

continue reading

Premium Wealth Management secures new advice firm

From

Platinum Wealth Management has become the latest financial advice practice to join Premium Wealth Management 23 practice-strong dealer network.  Platinum’s group of companies has been in operation for almost 12

continue reading

Accountant licencing most positive FOFA-initiative

From

Premium Wealth CEO, Paul Harding-Davis, also announced that to facilitate the uptake of licences by accountants, Premium is finalising a program that will be made available toaccountants who wish to

continue reading