Halliday Financial Management joins Centric Wealth (22-Aug-2007)
... Australia’s leading privately owned wealth advisory firm, Centric Wealth (Centric), announced that specialist wealth advisory firm Halliday Financial Group (Halliday) will be joining the group.The Halliday business includes specialist ...
Ebony Lucashenko appointed as WB Financial Marketing Coordinator (15-Jun-2007)
... dealer group WB
Financial Management (WBFM) has a fresh face joining the marketing division this month.Ebony Lucashenko has joined WB
Financial Management’s Head Office as Marketing Coordinator after having previously worked for a global ...
FSA fines Kilminster for poor complaints handling (15-Jun-2007)
... Financial Services Authority (FSA) has fined Kilminster
Financial Management Limited (Kilminster), a network of Independent Financial Advisers, £42,000 for management and complaints handling failings from 1 January 2004 to 23 August ...
WB Financial’s new adviser business in Sydney’s CBD (7-Jun-2007)
... Apogee FP licensee Alan Henderson has joined national dealer group WB
Financial Management (WBFM) to open its new adviser business in Sydney’s CBD.Alan’s career in financial services spans more than 30 years and includes past appointments with ...
WB Financial independently owns licence in Quality assurance (1-Jun-2007)
... dealer group WB
Financial Management is the first independently owned licence in the Australian financial planning industry to achieve an international standard quality assurance (QA) system.The independent recognition of the company’s ...
WB Financial opens new adviser business (31-May-2007)
... dealer group WB
Financial Management (WBFM) has opened a new adviser business in Brisbane in response to continued growth.Jason Cook has opened for business in Bowen Hills and has more than 10 years experience in the banking, financial ...
Brent Lynch - WB Financial’s new adviser (16-May-2007)
...
Financial Management (WBFM) has responded to continued growth by appointing a new planner in one of its Sydney-based practices. Brent Lynch has joined Paul Carroll’s office in St Leonards as an Authorised Representative after spending the past six ...
St Andrew’s Australia continues in growth trajectory (15-May-2007)
... Macnaught acquisition to increase St Andrew’s brand awareness and provide general education around wealth and financial ...
William Buck acknowledges 30 years of services of Dennis Laundy (4-May-2007)
... able to adapt to industry changes, offer a broad range of services and specialist skills, and make the process of
financial management seamless for clients.His advice is that one can not be too risk averse in business or in life, ...
MACQUARIE real estate offers more growth opportunities through its global presence (30-Apr-2007)
... management capabilities through the establishment of new businesses such as the recently launched property and
financial management company, Macquarie Real Estate Management Services.Providing global investment opportunities for retail real ...