JA Financial Services
Key Associate: Jon Alchin Business Phone: 02 4365 2554 Mobile Phone: 0419 793 661 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW 2250 Contact Us [...]
Portfolio Update – Woodside
Woodside (WDS), Australia's largest oil and gas company, announced yesterday morning that it had approved development of its Trion oil field 180km off the north-east coast of Mexico. The HNW Portfolios have a 7% weight to WDS. Key Points: Increased [...]
Portfolio Update – CSL Limited
CSL: This morning, a world's leader in manufacturing medicines from human blood, gave a trading update that came in below market expectations as continued strength in the USD impacted the translation of foreign earnings. The HNW Equity Portfolio holds an 8.5% [...]
Vizion Accounting
Key Associate: Robert Cumming Business Phone: 4365 2554 Mobile Phone: 0419 793 661 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW 2250 Contact Us [...]
Mariner Wealth
Key Associate: Robert Cumming Business Phone: 4365 2554 Mobile Phone: 0419 793 661 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW 2250 Contact Us Mariner Wealth [...]
Jane L Noller Financial Services
Key Associate: Jane Noller Business Phone: 02 9980 5892 Address: 3/374 Pennant Hills Road, Pennant Hills NSW 2120 About: Jane is a highly qualified and experienced accountant who has been practising as a sole [...]
Cotter Accountants
Key Associate: Asher Cotter Business Phone: 02 4346 4400 Address: Level 1, Unit 4 25 Anzac Road Tuggerah NSW 2259 About: As the face of Cotter Accountants, Asher is essential in assisting clients [...]
Camber Wealth
Key Associate: Brendan O'Brien Business Phone: 02 4367 6000 Mobile Phone: 0414 971 727 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW 2250 Contact Us [...]
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, reported its first-half 2023 results, which were weaker than sell-side expectations, but ahead of our expectations. HNW Equity and Income Portfolio hold a 3% weighting to IPL. Key Points: Solid Profits: First [...]
Portfolio Update – QBE Insurance
QBE Insurance (QBE): On Friday morning, the global insurer gave a quarterly update at their AGM, confirming the continuation of positive trends in insurance management discussed at their FY22 result in February. The HNW Portfolio has a 4% weight to [...]
