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Showing 111 - 120 of 5642 results for "Financial adviser"

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON | FRIDAY, 6 FEB 2026

David Valvo, the former financial adviser, amateur comedian and celebrity impersonator who was convicted on fraud charges last year, has been permanently banned by ASIC. Valvo was convicted last year of engaging in dishonest conduct after he stole $110,000 ...

Tax reform uncertainty to exacerbate property sell-offs: Survey

MATTHEW WAI | FRIDAY, 6 FEB 2026

More investors are looking to dump property holdings if the government continues to tamper with the capital gains tax (CGT), including the phasing out of negative gearing, an industry body says. According to Property Investment Professionals of Australia ...

Drummond steps up governance and adviser support

ELIZABETH FRY | THURSDAY, 5 FEB 2026

... managed accounts within advice practices. Earlier in his career, Mitchell worked at BT Advice, starting as a financial adviser before becoming a professional capability manager. In that role, he supported adviser development across Western Australia ...

Former AMP adviser banned over false documents

JAMIE WILLIAMSON | THURSDAY, 5 FEB 2026

A Melbourne-based financial adviser is permanently banned from the industry after signing documents on clients' behalf without their knowledge. Patrick Nong was found to have engaged in conduct in misleading or deceptive conduct in relation to a financial ...

Betashares, VanEck add to product lineups

JAMIE WILLIAMSON | THURSDAY, 5 FEB 2026

Betashares has launched its second momentum ETF, while VanEck added its first cash offering. Betashares expanded its smart beta range this week with the addition of the Betashares Global Momentum ETF (ASX: GTUM), which it said will provide investors ...

Advisers need more support: FAAA submission

ANGELIQUE MINAS | THURSDAY, 5 FEB 2026

In a pre-Budget submission, the Financial Advice Association Australia (FAAA) has proposed five key recommendations to increase the number of advisers and cut through regulatory red tape, while supporting consumer protections. The FAAA urged the federal ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI | WEDNESDAY, 4 FEB 2026

... adviser Michael Pelosi has moved into the role of practice principal, and Daniel Kirk has joined as principal financial adviser. Further, Cullen said there are about six provisional financial advisers conducting their professional year in its central ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI | MONDAY, 2 FEB 2026

... these costs are considered," the submission said. As a solution, CA ANZ is calling on the government to review financial adviser education standards to create new avenues for advice and allow chartered accountants to provide strategic financial advice ...

Transfer balance cap to rise to $2.1m

JAMIE WILLIAMSON | FRIDAY, 30 JAN 2026

Following the release of the Consumer Price Index (CPI) figures this week, the superannuation transfer balance cap (TBC) will increase on July 1. Australian Bureau of Statistics (ABS) data showed CPI rose to 3.8% in the 12 months to December 2025, up ...

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA | FRIDAY, 30 JAN 2026

Multi-boutique Fairlight Capital Partners is expanding in Australia and is on the lookout for strategies it can introduce to its global network of family offices and institutional investors. Founded in 2018 by Thomas Gent, Charles Bamford and Alexander ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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