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3 major licensees welcome adviser gains amid volatile June

3 major licensees welcome adviser gains amid volatile June
moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.

Colin williamsWt financial groupSequoia groupMorgan stanleyViridian groupCentrepoint allianceInsignia financialLifespan financial planningNextplan financialFortnum private wealthLifestyle assetFinancial planningNext generation

Freshwater Wealth to scale up through adviser pipeline

Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base.

New south walesRoger perrettJohn shuttleworthWestpac groupBt financial groupCentrepoint allianceFreshwater wealthMoney management

Which 2 licensees lead the way in share price growth?

Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023.

John shuttleworthRahul guhaCentrepoint allianceMoney management

Centrepoint Alliance hot on heels of 3 major licensees

Centrepoint Alliance hot on heels of 3 major licensees
moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.

Scott hartleyJohn shuttleworthCentrepoint allianceWealth dataMoney managementFinancial advice matters

Freshwater Wealth launches

A former Viridian Advisory financial adviser has stepped out to launch a new venture, Freshwater Wealth, which caters to high-net-worth individuals.

New south walesRoger perrettJon harrisManly financial servicesCentrepoint allianceViridian advisoryFreshwater wealthBaby boomers

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