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4 advice firms merge to create Esencia Wealth

Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers. ....

New South Wales , Sam Stillone , Jim Kilkenny , Jeffrey Wrightson , Matthew Fenning , Shadforth Financial Group , Esencia Wealth , Advise Wise , Insight Private Wealth , Sovereign Wealth Partners ,

NEOS names retail, strategic sales leads

The life insurer has promoted two from within to the roles of head of retail sales and head of strategic sales, as it sets in motion expansion plans. ....

United States , New South Wales , Brett Leonard , Shahan Bhuiyan , Jessica Ayoub , Jonathan Leonard , Nathan Caccamo , Michael Stamos , American Express , Shadforth Financial Group , Marsh Mclennan , Western Australia , Affinia Financial Advisers , Asteron Life , Certe Wealth Protection ,

How to successfully change careers into financial advice

From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financial advice profession. ....

Shadforth Joel Perryman , Stephen Jones , Financial Services , Financial Advice Association Australia , Shadforth Financial Group , Joel Perryman ,

What should advisers consider before embarking on M&A?

It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at their own practice. ....

New South Wales , Rob Jones , Shadforth Financial Group , Peloton Partner Rob Jones , Peloton Partners , Shadforth Financial ,

School fees: Seven ways to cope with school fees set to rise by up to 18pc

Many parents are making big sacrifices to put their children through private schools. These strategies can ease the financial burden. ....

New South Wales , Alex Jamieson , Sean Baker , Trent Collie , Adnan Glinac , Jack Stevens , Josh Blythe , Shadforth Blythe , Oscar Colman , Shadforth Financial Group , Mckinnon Secondary College , Waverley College , Australian Unity , Josh Funder , Household Capital , Jellis Craig Real , Patrick Bright ,