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Showing 101 - 110 of 4095 results for "Financial planning"

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... roles, primarily right now in the Philippines and in India, to give them an opportunity to complete Australian financial planning qualifications," she said. "Potentially we can move them back onshore at the point at which they become eligible for a professional ...

SQM vows to 'respectfully' defend ASIC case

MATTHEW WAI  |  TUESDAY, 18 NOV 2025
... Separately, in the same week, ASIC also commenced legal proceedings against MWL Financial Services and Interprac Financial Planning over Shield and First Guardian advice failures.

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... Super Board, where he led investment teams. Giudice, meanwhile, brings nearly 20 years' experience across financial planning, institutional consulting and asset management, joining JANA nine years ago from Whitehall Capital, Willis Towers Watson ...

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
ASIC is taking Interprac Financial Planning to court over its failure to ensure representatives acted in clients' best interests. It's also been accused of lacking adequate risk management systems. The regulator said it was because of "critical ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
... Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial planning, accounting and mortgage broking businesses across Australia, including existing Evidentia clients. Key members of Encore's ...

Drummond appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... Australia, respectively. Cooke previously worked at North as a new business sales manager and also at Count and AMP Financial Planning in business development roles. Meanwhile, Grundy arrived from Colonial First State, where he was a business development ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching a binding agreement, or that any transaction would proceed. Perpetual ...

Financial Standard managing editor wins Journalist of the Year Award

STAFF WRITER  |  TUESDAY, 4 NOV 2025
Financial Standard managing editor Jamie Williamson has won the Australian Financial Industry Awards' Industry Journalist of the Year Award. The annual awards hosted by the Institute of Financial Professionals Australia (IFPA) recognised Williamson ...

Most influential advisers of 2025 revealed

STAFF WRITER  |  MONDAY, 3 NOV 2025
... list is vetted to a group of 120, readers of the Financial Standard and FS Advice - the Australia Journal of Financial Planning engage in a voting phase which determines the final 50. Financial Standard managing editor Jamie Williamson said: "This year's ...