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Showing 1001 - 1010 of 13235 results for "Adviser"

Super Members Council names deputy chief

JAMIE WILLIAMSON  |  MONDAY, 14 OCT 2024
... advisory roles for the Office of the Premier of Victoria when Daniel Andrews was in office, and previously served as media adviser to Simon Crean when he was minister for regional Australia, regional development, local government, and the arts. Also ...

TAL changes underwriting limits

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... for new customers, nearly 45% fewer will need to undertake a mandatory medical test when they apply for cover through an adviser or directly from TAL. On average, these test results take more than a week. TAL made similar changes in July for customers ...

New shareholder, governance services firm enters market

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... and feedback on shareholder composition and voting influencers. The firm also provides insights on investor and proxy adviser voting policies, as well as strategic advice on aligning company practice with shareholder expectations. "We recognise that ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... across Australia more than $3.5 trillion will change hands over the next 20 years. It is important to us to enable our adviser and licensee network to engage with these new segments and the next generation of clients in new and innovative ways."

ASIC bans adviser who misled TPB

JAMIE WILLIAMSON  |  WEDNESDAY, 9 OCT 2024
ASIC banned a financial adviser who was found to have lied to the Tax Practitioners Board (TPB) to remain registered and provided advice to clients despite being unable to manage his own tax affairs. John Hazell, formerly managing director of Richmond ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Award are Teneale Laister, Alman Partners; Bianca Musico, Warr Hunt; and Scott Quinlan, Solace Financial. For the FAAA Adviser of the Year, Melinda Brown, UniSuper Advice; John Cachia, Thriving Wealth; and Rebecca Pritchard, Rising Tide Financial Services ...

Charges dropped against Macquarie adviser

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
Charges against a former Macquarie financial adviser, including five counts of fraud, have been dropped. The Brisbane Magistrate's Court dismissed all 27 charges laid against Warren Scott Acworth on October 3 after the Commonwealth Director of Public ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
Pride Advice has acquired two firms, flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting ...

ANZ, OnePath settle $50m class action

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
ANZ and OnePath superannuation customers may be entitled to get their super back after Slater and Gordon secured a $50 million class action settlement. The no-fault settlement was reached with ANZ and its former subsidiaries, OnePath Custodians (OPC) ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
Private wealth adviser Craig Roberts of Elston Private Wealth in Queensland has been awarded the Gwen Fletcher Memorial Award for the second semester of 2024 by the FAAA. The award recognises the highest performing student in the Certified Financial ...