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Showing 1501 - 1510 of 10928 results for "Planning"

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
Diverger's bid for Centrepoint Alliance does not reflect the company's strategic value, the latter's board has determined. Diverger handed Centrepoint a non-binding indicative offer last Thursday, offering about $65 million for 100% of the company's ...

50% of advisers now offering ESG advice

CHLOE WALKER  |  FRIDAY, 24 JUN 2022
Almost half of all financial advisers are now providing ESG investment advice, according to a new report. This is a key finding of new research from Australian Ethical and Investment Trends and shows a significant increase from 2016 when just one in ...

Government commits to Quality of Advice Review in current form

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
Minister for financial services Stephen Jones has met with independent reviewer Michelle Levy to discuss the ongoing review. In a statement, Jones confirmed he has met with Levy and supports the review continuing under its current Terms of Reference. ...

Diverger makes $65m bid for Centrepoint Alliance

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
With a 20% interest already under its belt, Diverger is looking to acquire 100% of Centrepoint Alliance. Yesterday, the listed advice group entered a call option deed with TIGA Trading and Thorney Holdings in respect of 19.99% of Centrepoint. This was ...

Bravura to welcome new chief executive

JAMIE WILLIAMSON  |  THURSDAY, 23 JUN 2022
... and New Zealand at PayPal. Roy has over 25 years' experience and has previously served as general manager, financial planning at ipac and director, corporate super at AMP. She also held a range of senior regional roles for American Express over the course ...

NSW to introduce options for first home buyers

CASSANDRA BALDINI  |  TUESDAY, 21 JUN 2022
... combined with existing options look to support 97% of all first home buyers, or about 55,000 people per year. Minister for planning and minister for homes Anthony Roberts said the property tax option for first home buyers will help increase home ownership ...

Advice requirements confusing, complex: JAWG

ANDREW MCKEAN  |  TUESDAY, 21 JUN 2022
... include the Association of Financial Advisers, Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Financial Services Council, SMSF Association and The Advisers Association among others. As a group ...

BTC Markets gains ASFL

CHLOE WALKER  |  TUESDAY, 21 JUN 2022
Melbourne-based BTC Markets has become Australia's first crypto exchange to successfully go through the full AFSL application process, via sister company BTCM Payments. BTC Markets said the AFSL will enable it to further bridge the crypto and traditional ...

Former adviser wins appeal, convictions quashed

JAMIE WILLIAMSON  |  MONDAY, 20 JUN 2022
... exceed the bounds of their authority." At the time, the judge determined that Jayaweera's conduct involved a high level of planning, sophistication and persistence. In appealing the conviction, it was argued that there was no direct evidence presented ...

May exam sees 43% pass rate

JAMIE WILLIAMSON  |  MONDAY, 20 JUN 2022
Less than half of the financial advisers who sat the exam in May have passed, results show. The May sittings represented the 17 th since the introduction of the exam and saw 496 advisers attempt it; 72.2% of which were resitting the exam for at least ...