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Showing 111 - 120 of 4057 results for "Financial planning"

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... where he provided input and guidance on regulatory matters. Prior to Macquarie, Barrett worked at UBS as a financial planning consultant and at an independent financial planning practice. "David's appointment as senior manager policy & advocacy will ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... Merrill Lynch. At Infocus, she is responsible for overseeing financial and operational performance, including financial planning, cash flow management, financial analysis and people and culture strategy. "Infocus is at an exciting stage of growth as ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... starting to emerge and will only increase from here. "We have a strong balance sheet to assist us in our move from financial planning to wealth management, adding services like mortgage broking. We are also growing our partnerships with industry funds." ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... advice where it relates to the purchase or disposal of non-super assets or other financial products, holistic financial planning, and estate and tax planning advice. Finally, funds will be able to send targeted prompts to members - or 'nudge' ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... including First Guardian. Venture Egg is an authorised representative of Sequoia Financial Group's InterPrac Financial Planning. Osama Saad, the director of defunct firms Aus Super Compare and Atlas Marketing, also had his assets frozen for his connection ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... our unique attributes and would help us standout in a competitive market," he said. Akumin will comprise AMP Financial Planning, Hillross and Charter Financial Planning. AMP Financial Planning will be renamed Akumin Financial Planning. "It is really ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
Buyers of financial planning practices and client books are becoming more focused on profit, leading acquirers to be much more discerning when it comes to fee per client - but they should continue to trade at a premium to other small businesses. According ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... assets until at least April 4. Merhi is a financial adviser based in Melbourne, licensed through Interprac Financial Planning. He is the director of Venture Egg Financial Services and United Financial Advice, which trade as Venture Egg and Financial ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... financial advice. Prior to Count, Webb spent over 12 years at Commonwealth Bank, where he held titles including financial planning manager and executive manager of Victoria and Tasmania. Speaking on his appointment, Webb said he understands the value ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur ...