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Showing 91 - 100 of 4057 results for "Financial planning"

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... goals and business strategy. With a background spanning managed account consulting, fund manager research, and financial planning, Currie adds depth to Ascalon's capability in supporting Private Wealth, Institutional, and Family Office clients. Before ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... teams, and drove strategic growth from the front line. Beyond corporate leadership, he has owned and operated financial planning, recruitment, and consulting businesses. "John understands the engine room of advice - from strategy to execution. He knows ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... 2023, he was an adviser at MWL Financial Services. He then jumped to CWS Finance, which is under Interprac Financial Planning, between July 2023 and January 2024. ASIC said it was aware authorised representatives from Interprac Financial and Next Generation ...

Super moves: PE exec quits Future Fund for ART

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... members." Meanwhile, Patrick Jodas was appointed chief financial officer at Brighter Super overseeing finance, tax, financial planning and analysis, corporate strategy, and investment operations. Jodas brings over 25 years of experience in banking, financial ...

Nominations open for 2025 Power50

STAFF WRITER  |  MONDAY, 23 JUN 2025
... outstanding advisers based on feature and profile stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until July 27. ...

‍Padua recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... regulation at the Australian Retail Credit Association and held senior roles at AMP, Asteron Life, Zurich, and the Financial Planning Association. He reports to Padua's head of data, research and technical advice Rudy Haddad who called the appointment ...

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows. According to the annual Radar Results Price Guide, there has been a notable increase in price multiples for practices, rising between ...

Super moves: TCorp, ESSSuper, Funds SA, Team Super

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... AIA Australia Limited and the Victorian Funds Management Corporation Swanwick's career began in 2001 at the Financial Planning Association of Australia and included roles such as senior compliance manager at Asgard Wealth Solutions and Financial Planning ...

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
Capstone Financial Planning has appointed its executive manager growth and development. Commencing his role on July 1, Marcus O'Sullivan will be responsible for licensee growth, practice developments, and licensing and education activities. O'Sullivan ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... one of the most optimistic countries regarding retirement readiness financially, with the survey pointing to financial planning as a stabiliser of retirement confidence for many Australians. State Street Global Advisors' (SSGA) Global Retirement Reality ...