Transaction Experience 

Piccadilly Financial Services
Date: ???
Value: Non-disclosed
Description:
Congratulations to Trevor Satill & Brad McGuirk (Piccadilly Financial Group) and Keith Jones & 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.

Melrose Partners
Date: ???
Value: Non-disclosed
Description:
Chase Corporate Advisory, under the guidance of Greg Quinn, successfully completes the sale of Melrose Partners to ERY, the combined mid-tier firm will have in excess of 20 staff, in 2 locations and their focus is on the HNW space.