Centrepoint Alliance

In August 2023, Callum commenced his career with Centrepoint Alliance as a Graduate Research Analyst before advancing to the role of Research Analyst in July

Daniel joined Centrepoint Alliance in October 2020. Daniel is the Chief Investment Officer (CIO) at Ventura FM, where he oversees the iQ portfolio SMAs as

Linda has a background in wealth management, banking and professional services in organisations that include start-ups, global and multi-billion-dollar

The company supports a network of over 500 licensed advisers and 185 self-licensed practices with licensee services.

Centrepoint expands its financial advice platform through salaried models, targeting scalable client acquisition. The company integrates fixed-fee structures to attract advisors and streamline service delivery. Growth focuses on mid-tier clients seeking cost-effective, transparent planning solutions.

Aug 2026Financial NewswireNews article

Centrepoint Alliance sells its lending aggregation business to concentrate on financial advice and licensee services. The move refocuses the company’s operations on core advisory offerings for clients. No details on the buyer or transaction terms are provided.

Feb 2026Money ManagementNews article

Centrepoint Alliance projects higher revenue for fiscal year 2025. The financial advisory firm anticipates growth amid broader industry shifts, though specific figures remain undisclosed. PSK Group, a national advice firm, expands its team by adding four advisers, nearing a total of 100 professionals.

Jul 2025Money ManagementNews article

Centrepoint Group launches **IconiQ**, a new platform targeting Australia’s **$1.1 trillion** advice market. The firm expands its adviser network, now nearing **100 advisers**, following recent hires. IconiQ aims to streamline wealth management services for financial advisers and clients.

Dec 2024Money ManagementNews article