Financial Planning Services Australia (FPSA) has lifted the number of advisers in its member firms.
Financial Planning Services Australia (FPSA) has lifted the number of advisers in its member firms.
Bruce McDonald, Trevor Carll and Stephen Pisani have joined as advisers under the business name Principle First Financial Planning.
McDonald, Carll and Pisani have 21, 12 and two years' experience respectively and are all based in Port Pirie, South Australia.
"[We joined FSPA because of] the transparency of the model, its non-institutional culture and the availability of all members of the team to respond to queries," they said.
Newly-qualified authorised representative Jacob Janse van Rensburg has joined Investment Management Professionals on the Sunshine Coast, Queensland.
Newly-qualified adviser Natalie Luiten has joined her father's practice, Hans Luiten, in Pakenham, Melbourne.
Christian Jarrad has been promoted to associate adviser in boutique wealth management firm Intralink in Melbourne.
David Woolacott has joined King Financial Group in Brisbane.
In Part 2 of our exclusive series, we ask leading names to nominate their best investments, the most effective industry group and the importance of platforms.
A former colleague of mine once offered the opinion that industry superannuation funds are reconstructed socialists - despite their union influence, these funds have grown and benefited from a global capitalist world.... read more »
Home delivered!
Daily news, weekday mornings
Get the day's news delivered direct to your inbox. Register here (it's free!) and choose 'yes' to receive the InvestorDaily newsletter.
Catholics revamp fixed interest »
Industry superannuation fund the Catholic Superannuation and Retirement Fund (CSRF) has revamped its fixed income portfolio.
Mercer backs alternatives »
Mercer has awarded $34.15 million in mandates to Tactical Global Management (TGM) and Lazard Asset Management to invest in alternative assets.
