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Aussie tech firm launches paraplanning software for advisers

To facilitate ‘seamless delivery of external paraplanning and administrative services’ ....

New South Wales , Alex Gassner , Stacey Cowan , Midwinter Financial Services , Rocket Services , Scale Up Paraplanning ,

Midwinter partners for paraplanning solution

Midwinter Financial Services (Midwinter) will work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. ....

Stacey Cowan , Alex Gassner , Esha Khosla , Damien Winberg , Paraplanning Partners Program , Midwinter Financial Services , Rocket Services , Scale Up Paraplanning ,

Lonsec makes new executive appointments

Lonsec has made a number of appointments following the acquisition of Implemented Portfolios in August 2022. Lonsec has announced that Bruce Hawkins has joined the business in the newly created role ....

Bruce Hawkins , Naomi Christopher , Keith Ford , Mike Wright , Midwinter Financial Services , Product Investment Oversight Committee , Investment Committee , Lonsec Group , Lonsec Product Investment Oversight Committee , Aviva Australia , Explore Wealth , Implemented Portfolios , Nick Field ,

Padua appoints general manager, sales

Padua Solutions has named Michael Lagudi as its new general manager, sales. ....

New South Wales , Joey Mccann , Rudy Haddad , Michael Lagudi , Kun Singh , Matthew Esler , Midwinter Financial Services , Padua Solutions , Midwinter Financial , Brett Canning ,

Adelaide-based firm joins Count Financial

Another firm joins Count. Count Financial has announced Moore Wealth Advisers as the latest firm to join its national community of financial advisers. The Adelaide-based bespoke wealth advisory firm ....

South Australia , Neil Griffiths , Reg Gabila , Andrew Kennedy , Midwinter Financial Services , Count Financial , Moore Wealth Advisers , Wealth Adviser , Trent Mills , Deputy Editor ,