ACQUISITION

Financial Advice Matters joined Centrepoint Alliance

On 1 December, Centrepoint Alliance acquired 100% ownership of Brisbane-based financial advice firm Financial Advice Matters Group Pty Ltd (FAM).

Acquisition

ClearView Advice joined Centrepoint Alliance

On 1 November, Centrepoint Alliance acquired ClearView Financial Advice Pty Ltd, Matrix Planning Solutions Ltd and LaVista Licensee Solutions Pty Ltd (ClearView Advice)  – a leading provider of licensing solutions to financial advisers.

acquisition

Enzumo acquired

On the 17 June, Centrepoint Alliance acquired the Enzumo financial planning technology solutions business comprising of Enzumo Corporation Pty Limited and Enzumo Consulting Pty Limited.

Sale

Premium funding business sold to BOQ Finance

On 30 December, Bank of Queensland (BOQ) Finance acquired the premium funding business. 

launch

xseedwealth Pty Ltd launched

In November 2016, Centrepoint Alliance rebranded it’s salaried advice business Alliance Wealth & Protection and launched xseedwealth Pty Ltd.

Launch

Alliance Wealth & Protection

In October 2014, Centrepoint Alliance launched its salaried advice channel, Alliance Wealth & Protection.

Acquistion

Professional Investment Holdings acquired

Through a scheme of arrangement, Centrepoint Alliance acquired 100% of Professional Investment Holdings – one of Australia’s largest non-institutional  financial advice networks offering licensee services, research, funds management operations, administration platform services, lending and finance services. 

Merger

Centrepoint Alliance was formed

Alliance Finance Corporation Limited merged with Centrepoint Finance Pty Ltd to create Centrepoint Alliance – a specialist in finance broking, asset finance and insurance premium funding.

ASX Listing

Alliance Finance Corporation Limited was listed on the Australian Securities Exchange (ASX:CAF)

Founding

Martin Kane founded Alliance Finance Corporation Limited

In Western Australia, Martin Kane started Alliance Finance Corporation specialising in insurance premium funding and equipment finance.