Powered by MOMENTUM MEDIA
lawyers weekly logo
Advertisement
Regulation
08 July 2025 by Maja Garaca Djurdjevic

No rate cut in July, but Bullock says call was about timing rather than direction

In a sharp rebuke to market expectations, the Reserve Bank held the cash rate steady at 3.85 per cent on Tuesday, defying near-unanimous forecasts of ...
icon

Platforms hold their ground with fund managers amid advice shift

Fund managers are keeping platforms firmly in their ETFs, confident in their growing role reshaping financial advice and ...

icon

‘Set-and-forget portfolios no longer serve’, says BlackRock as it adopts tactical stance

Immutable economic laws and mega forces are keeping BlackRock overweight US equities, but the fund manager is adopting a ...

icon

New active ETF provider aims to be ‘new Betashares’ with active ETFs

A specialist active ETF provider believes it has what it takes to become “the new Betashares”. Savana Asset ...

icon

RBA delivers closely watched decision amid mounting easing signals

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call

icon

DigitalX secures institutional backing as bitcoin strategy gains momentum

DigitalX’s latest strategic placement signals strong institutional endorsement of its cryptocurrency strategy by leaders ...

VIEW ALL

Securitor praises growth of Primewealth

  •  
By
  •  
4 minute read

Securitor Awards celebrate growth in difficult times.

At its annual convention in Darwin, Westpac-owned dealer group Securitor has named NSW-based Primewealth as its financial planning practice of the year for 2009.

The practice received the title for retaining clients and achieving rapid growth over the last 12 months.

Primewealth is led by principals Guy Wall, Christian Borkowski and Peter Gooden. It operates from the Sydney suburb of Chatswood.

The planner of the year award went to Arthur Roe of Arthur Roe and Associates in Melbourne.

 
 

Roe managed to grow his financial planning revenue by more than 20 per cent in 2008, while most Securitor practices saw a revenue decline of 30 per cent on average.

He will add new advisers who specialise in risk services to his business over the next couple of months.

Aset Wealth received the title of Licensee Select business of the year for its diversification strategies and re-engineering of its best-practice processes.

Aset Wealth was established in March 2008 and is led by chief executive Andrew Turnbull and head of financial planning Sean Hammond.

Best new recruit was Newcastle-based planner Craig Leibbrant, who received the award for rising star of the year.

Leibbrant, who runs TCM, joined Securitor in April 2007 and achieved higher than budgeted revenue growth over the past 12 months.

"All four national winners were able to achieve strong growth throughout 2008, and key to this has been their effective and sustainable revenue diversification," head of Securitor Neil Younger said.