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Showing 1 - 10 of 13 results for "Merit Wealth"

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... adviser Shivdeep Jaidka after he failed to provide appropriate SMSF advice. Jaidka most recently was an adviser at Merit Wealth under Diverger from October 2022 to June 2023. Before that Jaidka was with the SMSF Advisers Network, The SMSF Expert, and ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... licensing, network infrastructure and technology services, portfolio services and accounting solutions. GPS Wealth, Merit Wealth, Paragem, AFSL Compliance, Priority Networking, DWA, Care Portfolio, Tax Banter and Knowledge Shop are the brands that Diverger ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... flat $1.8 million in statutory net profit for the same period. The wealth solutions division comprises GPS Wealth, Merit Wealth, The SMSF Expert and Paragem, which was acquired in February 2021. The unit's net revenue grew 30% year on year to $7.5 million. ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth (30%), Synchron (17%), Capstone (24%), Commonwealth Financial Planning (37%), RI Advice (23%) and Consultum (17%) have the highest ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... (487), Synchronised Business Services (472), Charter Financial Planning (427), Interprac Financial Planning (301), Merit Wealth (275), Lifespan Financial Planning (270) and Capstone Financial Planning (269).

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... Commission, National Australia Bank lost 245 advisers; ANZ Group lost 162 and Commonwealth Financial Planning lost 125. Merit Wealth was down 55 advisers, PricewaterhouseCoopers Securities went from 56 to just two financial advisers during the year and ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... advisers. PriceWaterhouseCoopers Securities went from having 56 advisers registered to two in the last six months. Merit Wealth lost 45, while Ausure lost 42. Consilium, the licensee which had picked up the Dover and Spectrum financial advisers, went ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... with non-institutionally owned licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost ...

YTML expands team, signs new client

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
... improved business efficiency. Coinciding with the new appointment, YTML has also signed financial advice dealer group Merit Wealth to its Seido platform. Seido is a financial services app store which YTML says consolidates multiple systems and solutions ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... services to about 80 accountants. Easton already provides dealer services to 500 accountants through GPS Wealth and Merit Wealth, its previous acquisitions. Hayes expects SMSF Expert's 80-strong number to increase in the next three to four months as ...
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