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Showing 161 - 170 of 16365 results for "Client"

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
... specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale and Mark Hudson. Staffing seven people, including the two advisers, AZ NGA said the firm has a deeply ...

Ausbil strengthens distribution ranks

STAFF WRITER  |  TUESDAY, 14 APR 2026
... development manager for NSW and ACT. With more than 10 years of experience in retail distribution, equities research and client advisory, Lester will be responsible for servicing wholesale clients throughout New South Wales and the Australian Capital ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... fact find had been done by an unlicensed third party, the SOA was prepared by a paraplanner, and where he had only met the client once during a meeting between them and the third party referrer. He first provided advice in 2010 and was authorised by ...

Magellan shareholders say yes to Barrenjoey takeover

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
... interest. "We have seen first-hand the calibre of its people, the strength of its culture, and the breadth and depth of its client relationships," he said. "We believe that the proposed merger represents the natural next step in this partnership. It ...

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA  |  MONDAY, 13 APR 2026
... found to be actively involved in Venture Egg's high volume advice process, in which third-party referrers undertook the client fact finds, and was complicit in a process in which he knew other advisers were signing his name, and the names of others ...

Regal Partners appoints chair-elect

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
... pursues its long-term strategy." Cole highlighted Regal Partners' material expansion across investment capabilities and client base while strengthening its operating platform over the past four years. "It has been a privilege to help lead Regal Partners ...

Five promoted at Frontier Advisors

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
... of America Merrill Lynch, Bloomberg, and J.P. Morgan. In her new role, Verouse will continue to expand her research and client engagement, including working more closely with the Sydney based investment team, Frontier said. Anthony Luxford and Dan Manser ...

Former Venture Egg adviser permanently banned

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
... Statements of Advice (SOAs) in his name and was actively involved in the dodgy referral processes that led to significant client losses due to the Shield and First Guardian collapses is now banned. Aristotle Papapavlou is permanently banned from any ...

Macquarie-backed IDA sets up $150m credit warehouse

RIDDHIMA TALWANI  |  THURSDAY, 9 APR 2026
IDA, a specialist real estate private credit and investment manager backed by Macquarie Asset Management, has established a $150 million senior credit warehouse to support investments. UBS has provided the senior financing to the facility. IDA is backed ...

Charter Hall secures $1.2bn mandate

ELIZA BAVIN  |  THURSDAY, 9 APR 2026
Charter Hall has secured a $1.2 billion diversified property mandate with an existing institutional client. "Charter Hall is pleased to be appointed to manage this $1.2 billion diversified direct property mandate," Charter Hall chief executive David ...