Johan Cruz to head Premium’s compliance

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Premium Wealth Management has announced the hiring of Johan Cruz from IOOF to head Premium’s compliance. Cruz is a respected and experienced compliance operative, who has also worked at Count

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

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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

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Justin Viney to head Premium’s network expansion drive

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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

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Total Solutions Group joins Premium Wealth Management

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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

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Premium Wealth and Financial Knowledge Centre

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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

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Premium Wealth Management adds practice

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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

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Premium Wealth Management secures new advice firm

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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

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Premium Wealth Management expands dealer network

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Privately-owned financial planning group, Premium Wealth Management, today announced that Meridien Wealth has become the newest member of its 22 practice-strongdealer network.  Meridien Wealth has been in operation for more

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Premium Wealth Management releases succession planning Safety Net for advice firms

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Member-owned financial planning group, Premium Wealth Management, today announced the launch of the next phase of it’s succession planning program ‘Succession Ready’; The Premium Safety Net. The Premium Safety Net

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Premium Wealth Management adds Pearman Financial Management

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Independently-owned financial planning group, Premium Wealth Management, today announced the recruitment of a new advisor firm to its dealer network.  The firm, Pearman Financial Management, is located in The Centre,

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