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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The anatomy of a successful business succession and exit

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Instead of the start of a New Year being an opportunity to implement a carefully considered succession and exit strategy, far too many SME owners (especially the Baby Boomers) will

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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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Self control of Super not the answer for all; says Centric Wealth

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Implications for retirees and government if SMSF trustees get it wrong Leading Wealth Management firm, Centric Wealth, today said the growth of self managed super funds (SMSFs) could cause problems for retirees

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Centric Wealth: value not price is key to satisfied clients

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Centric Wealth has said that recent feedback from its clients indicated that a demonstration of value and capital security are more important than price when judging the overall value of

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Centric Wealth strengthens ACT presence

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Centric Wealth today announced the addition of Sean Ryan to its Canberra team, further strengthening its presence in the ACT.  The announcement follows the appointment of Sara Caggiano in late

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Centric Wealth names new head of Melbourne

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Centric Wealth today announced that Brisbane-based Celia Carroll has  been appointed State Manager, Victoria and has relocated to their Melbourne office. CEO Phil Kearns said he was very pleased Ms

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Phil Kearns appointed CEO at Centric Wealth

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Centric Wealth, one of Australia’s leading wealth advisory firms, announced the appointment of senior Investec Bank executive, Phil Kearns, as its new Chief Executive Officer. Mr Kearns will commence with Centric

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