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Showing 171 - 180 of 731 results for "Perth"

ASIC seeks Deloitte to liquidate SMSF business

ALEX BURKE  |  TUESDAY, 27 FEB 2018
ASIC applied to the Federal Court to appoint a Deloitte partner to liquidate a Perth-based self-managed super fund business. The regulator commenced proceedings against Superfunded - along with sole director Max Goldenberg and sole shareholder Mark ...

ASIC bans Perth adviser

DARREN SNYDER  |  FRIDAY, 23 FEB 2018
ASIC banned a Perth-based financial adviser for five years following an investigation as part of the regulator's life insurance lapse data project. Philip Leake is banned from providing financial services for five years after failing to act in his clients' ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast, and will be managed by existing salaried Fiducian planners. Fiducian said the new acquisitions ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... analytics solution formerly known as V-Wrap, which integrates with Praemium SMA for investment management and reporting. Perth-based financial advice and investment management firm, Merchant Group, is the first to use the enhanced investment portfolio ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... more of the industry with its message, FEW will host five leadership conferences in 2018. The conferences will travel to Perth, Adelaide, Sydney, Melbourne and Brisbane, having already locked in keynote speakers. Of note, PwC national managing partner ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth Advisers, hailed as the most outstanding practice with long-serving employee Michael ...

Males dominate ASX200 top job

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
... companies, with almost half (47%) located in the Sydney metro area. The rest are based in Melbourne (27%), Brisbane (9%), Perth (9%) and Adelaide (3%). Only eight companies are based internationally in North America, New Zealand and the UK. Robert Half ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... 10 years, while an ex-CBA adviser pleaded guilty to forging client documents, corporate regulator ASIC said. ASIC banned Perth-based Sergio Nicolo Belardo, a former authorised representative of stockbroking firm BBY between September 2013 to May 2015 ...

More clarity needed on NAB redundancies

JAMIE WILLIAMSON  |  FRIDAY, 3 NOV 2017
... banking arm. In the same month CBA also notified the FSU that a further 182 roles are likely to be made redundant in Sydney, Perth and Melbourne as part of a restructure of its Enterprise Services teams - in addition to 150 cuts already in Brisbane.

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... regulation in providing advice, but those in IT can simply "type anything" in an algorithm and sell it to mum and dad, she says. Perth-based start-up, PictureWealth, is attempting to defy such limitations and "do what hasn't been done before", which ...