RECENT TRANSACTIONS

Chase advises the non-institutional shareholders of ipac SA on the sale to amp. (ASX: AMP)

CHASE ADVISES THE NON-INSTITUTIONAL SHAREHOLDERS OF IPAC SA ON THE SALE TO AMP. (ASX: AMP)

Chase Corporate Advisory successfully completes the sale of the ipac SA business, one of the oldest in the network (established 1978) and largest ($1.5 billion+ FUA) financial planning firms in Adelaide to amp.

 

Chase Corporate Advisory completes the sale of JSF Personal Investment services to AFPG.

CHASE CORPORATE ADVISORY COMPLETES THE SALE OF JSF PERSONAL INVESTMENT SERVICES TO AFPG.

Chase Corporate Advisory completes the sale of JSF Personal Investment Services to AFPG. AFPG have completed numerous transactions like JSF and continue to look for high quality businesses to acquire.

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 Corporate Advisory successfully completes the sale of Goodwin Financial Services to Altus Financial.

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE SALE OF GOODWIN FINANCIAL SERVICES TO ALTUS FINANCIAL.

Chase Corporate Advisory would like to congratulate Goodwin Financial Services on their successful merger with Altus Financial. This new venture brings together two independent firms which offers full service financial planning and accounting services to their HNW client base.

Chase Corporate Advisory successfully completes the sale of Eastern Suburbs Financial Planning.

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE SALE OF EASTERN SUBURBS FINANCIAL PLANNING.

Chase Corporate Advisory successfully completes the sale of Eastern Suburbs Financial Planning ($200m FUA) to Australian Financial Planning Group (AFPG).

Chase congratulates our clients Alan Freshwater & Rod Dunn of Eastern Suburbs Financial Planning and also Matt Carter of AFPG on a successful completed acquisition.