Matrix Planning Solutions has snared two authorised representatives for its practices.
Matrix Planning Solutions has snared two authorised representatives for its practices.
Financial adviser Morgan Siegal has joined Hunter Financial Planning. Previously, Siegal lived in Arizona, United States, where he was founding vice-president of Pool Professionals and planned and developed business strategies.
Mark Worrall has been promoted to financial planner for GPA Group.
Worrall used to be office administrator for Matrix's online wealth creation platform, Prospera. He has been with GPA since last year and has worked with Commonwealth Bank of Australia as a foreign currency specialist.
In Part 2 of our exclusive series, we ask leading names to nominate their best investments, the most effective industry group and the importance of platforms.
Solaris scores Jana mandate »
Boutique fund manager Solaris has been appointed to manage a $33 million Australian equities mandate by JANA Investment Advisers.
Colonial raises over $200m for media fund »
Colonial First State Global Asset Management has raised $201.3 million for its media copyright fund, FS Media Works.
Last month's FPA National Conference offered Australia's financial planning community a chance to hear about past and future changes to the industry. ... read more »
