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Advisory Announces ‘Super Firm’ Ambitions

Summary by riskinfo.com.au
Professional advisory firms Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged. The combined entity has 44 employees, including 20 financial advisers, 2,500 clients across New South Wales and Queensland, and approximately $7m of in-force premiums. Last year EWM merged with financial planning firms Blue Harbour Financial Partners and Logiro. Greg Cook, EWM’s CEO, […]
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riskinfo.com.auriskinfo.com.au

Advisory Announces ‘Super Firm’ Ambitions

Professional advisory firms Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged. The combined entity has 44 employees, including 20 financial advisers, 2,500 clients across New South Wales and Queensland, and approximately $7m of in-force premiums. Last year EWM merged with financial planning firms Blue Harbour Financial Partners and Logiro. Greg Cook, EWM’s CEO, […]

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riskinfo.com.au broke the news in on Tuesday, March 25, 2025.
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