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Showing 101 - 110 of 4057 results for "Financial Planning"

Vision Super defends new but 'archaic' policy

ELIZA BAVIN  |  TUESDAY, 13 MAY 2025
... in which the fund allegedly determines the location of an individual has caused a stir. Lifestyle Solutions Financial Planning's Daniel Boce told Financial Standard he was surprised when his personal assistant - who is located in the Philippines - was ...

Global X recruits key executives

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... within. Having been with the company for just over two years, Fallins has played a pivotal role in Global X's financial planning, forecasting, and reporting and will now oversee all aspects of the company's financial operations. Fallins previously ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... with a new AFSL. The five AFSLs that attracted the most advisers were Alliance Wealth, InterPrac, Lifespan Financial Planning, Synchron Advice and RI Advice. On the other hand, AMP Financial Planning, which is now part of Entireti's Akumin, Merit ...

ASIC bans unlicensed WA adviser

ELIZA BAVIN  |  FRIDAY, 2 MAY 2025
... between 22 July 2009 and 7 April 2010, Jigsaw Support Services between 9 April 2010 and 2 August 2012, Charter Financial Planning between 2 August 2012 and 7 August 2015, and On Q Securities from 8 August 2015 and 30 September 2022.

Hedge fund scraps local sales role

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... over the institutional clients. McAssy has over 25 years' experience in funds management, accounting and financial planning. In addition to serving as head of sales for Asia, Australia and New Zealand, he chaired BlueBay Hong Kong. McAssy joined ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... sought to have the fund's assets frozen. ASIC said it was aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the ...

AMP shareholders approve executive pay

KARREN VERGARA  |  MONDAY, 14 APR 2025
... offloaded its advice licensees and support service business to Entireti and AZ NGA. Its former licensees - AMP Financial Planning, Hillross and Charter Financial Planning - are now known as Akumin Financial Planning. The platforms business saw underlying ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
A Fullerton-based accounting and financial planning firm has entered a binding transaction with Count subsidiary Count Adelaide. Johnston Grocke is to merge with Count Adelaide, in a deal to move forth Count's strategy of "creating a national footprint ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... playing with some of our clients", said Lioutas. Before his three years with the research house, Ribarovsk was a financial planning analyst at PSK Private Wealth. Genium has existing consulting clients servicing over 400 advisers and managing more than ...