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CENTREPOINT ALLIANCE
People & Products
Centrepoint Alliance has appointed two non-executive directors, including one from COG Financial Services which took a 20 per cent stake in the business last month....
People & Products
Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board....
Financial planning
Following its withdrawal from the Diverger deal just days ago, COG Financial Services has announced a $13 million stake in this financial services licensee....
Financial planning
Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio admi...
Financial planning
Centrepoint Alliance has acquired a Brisbane financial advice firm with over $1 billion in funds under advice as part of its strategy to accelerate growth....
Financial planning
Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change....
Financial planning
There are ‘green shoots’ appearing in the financial adviser market, according to Centrepoint CEO John Shuttleworth, with the firm looking to grow its network via organic ...
People & Products
Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....
Financial planning
Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...
Financial planning
Advice licensee Centrepoint Alliance is seeking a corporate adviser to evaluate M&A opportunities as it forecasts an EBITDA of $7.6 million for FY23....
Financial planning
Diverger has withdrawn its bid for Centrepoint Alliance after discussions between the two firms failed to progress....
Financial planning
Centrepoint Alliance has ended the 2022 financial year with 517 licensed advisers with an additional 175 advisers coming from the acquisition in ClearView and a further 2...
Financial planning
Centrepoint Alliance has issued a response to the takeover bid by Diverger but believes the offer fails to fairly reflect the firm’s strategic value....
Financial planning
Diverger has submitted an indicative proposal to acquire Centrepoint Alliance....
Financial planning
ClearView Wealth Limited has reported operating earnings after tax of $13.9 million, up 14% on the previous corresponding period, following the sale of its financial advi...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...