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Showing 111 - 120 of 4397 results for "financial advice"

Drummond steps up governance and adviser support

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
... business with more than 14 years' experience in Australian financial services, including senior roles in financial advice, AFSL leadership, governance and compliance. Mitchell will run compliance and governance across the firm, while leading implementation ...

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
While the ASX-listed financial advice group is staying firm on its objectives for 2026, it has refreshed the identity of its consumer advice business, signalling an evolution is underway. WT Financial Group founder and managing director Keith Cullen ...

Super trustees told to up fraud protection game

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... strongest possible retirement." The SMC is also calling for the government to fast-track the Delivering Better Financial Advice reforms, share real-time data between super funds and the government, and allow retirees to be paid super contributions into ...

Interprac ordered to pay $120k over Shield advice, blames Macquarie

MATTHEW WAI  |  TUESDAY, 3 FEB 2026
... Australian Financial Complaints Authority (AFCA) lead decision reveals. In this case, the complainant received financial advice from Interprac in June 2022 to establish an account in the Macquarie Super Fund to roll over their existing super into the ...

Clime chair assumes investment role

KARREN VERGARA  |  MONDAY, 2 FEB 2026
... chief executive of Clime, replacing Rob Bristow. The last three months saw Clime divest a portion of the retail financial advice business that had $99 million of advised assets. It expects to book profit from the sale of more than $1 million. Clime also ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI  |  MONDAY, 2 FEB 2026
... accountants to assist in providing retirement advice. The submission highlighted the need to create new avenues to make financial advice available to more Australians, with the group believing its members are more than capable of filling the void. "Our ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... evolution from a WA-based practice to a national wealth firm. McRedmond brings more than a decade of experience in financial advice, business growth and client management, including director-level roles at Countrywide Advice and Adley Partners (trading ...

BPS Financial fined $14m over Qoin Wallet

ANGELIQUE MINAS  |  WEDNESDAY, 28 JAN 2026
... to the digital crypto token called Qoin. In 2024, the court identified that BPS Financial had been providing financial advice for three years without an Australian Financial Services Licence (AFSL). It was also found to have engaged in misleading and ...

AWAG partners to form $240m wealth business, names principal

MATTHEW WAI  |  WEDNESDAY, 28 JAN 2026
... brings close to 40 years' experience across the financial services industry and was the chief executive of Fortune Financial Advice and Fortune Financial Accountants for more than 12 years. "This is the second transaction of its kind completed by AWAG ...