RECENT TRANSACTIONS

Chase successfully advises Cullen Private Wealth on the sale to Sterling Planners (Az NGA)

CHASE SUCCESSFULLY ADVISES CULLEN PRIVATE WEALTH ON THE SALE TO STERLING PLANNERS (AZ NGA)

Chase would like  to congratulate Damien Cullen (Cullen Private Wealth), Brent Hutton and Nic Blakemore (Sterling Planners) on the recently completed sale of Cullen Private Wealth to Sterling Planners. This transaction brings two high quality business together in the North Sydney advice market.

Chase successfully advises Piccadilly Financial Group on the merger with Affinity Wealth

CHASE SUCCESSFULLY ADVISES PICCADILLY FINANCIAL GROUP ON THE MERGER WITH AFFINITY WEALTH

Chase would like to congratulate Trevor Satill and Brad McGuirk (Piccadilly Financial Group) and Keith Jones and Kate Golder (Affinity Wealth) on the recently completed merger of their two respective companies. This transaction brings two large, high net worth client focussed, self-licensed advice business together in the Sydney CBD advice market.

 

Chase Advises Aurum Financial Planning on the sale/merger with Twilight Financial Planning

CHASE ADVISES AURUM FINANCIAL PLANNING ON THE SALE/MERGER WITH TWILIGHT FINANCIAL PLANNING


Chase sucessfully completes the sale of No More Practice Education to OneVue Holdings Limited

CHASE SUCESSFULLY COMPLETES THE SALE OF NO MORE PRACTICE EDUCATION TO ONEVUE HOLDINGS LIMITED


Chase successfully advises Equitas Partners on the sale to Private Wealth Partners

CHASE SUCCESSFULLY ADVISES EQUITAS PARTNERS ON THE SALE TO PRIVATE WEALTH PARTNERS

Chase successfully advises Equitas Partners on the sale to Private Wealth Partners (March 2018)

Chase would like to congratulate both Robert MacLean (Equitas Partners, Financial Planning) and Anthony Smith (Private Wealth Partners, Financial Planning) on the recently completed sale/acquisition of Equitas Partners by Private Wealth Partners. This transaction brings together two quality financial planning firms in North Sydney with a focus on high net worth families.

The team at Chase wishes both Robert MacLean and Anthony Smith every success in their newly merged financial planning business.