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Showing 1 - 10 of 288 results for "Financial Advisory"

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
Kudu Investment Management has acquired a minority stake in a Sydney-based financial advisory business mere days after an identical transaction with Drummond Capital Partners. Australian Financial Planning Group (AFPG) has secured a minority investment ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... is a broader body representing retail and wholesale funds management, super funds, investment platforms and financial advisory networks. Its members include AMP, Australian Ethical, Brighter Super, Colonial First State Investments, Mercer and CareSup ...

Super moves: ART, Allianz, HESTA, AusSuper

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... associate at the A$101bn superannuation fund for nearly three years, having previously been a senior analyst in financial advisory at Deloitte. Also, at HESTA, Julian Yeoh has also joined as an investment analyst for global debt and alternative credit. ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... The wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning, and Priority Life. The business added to Perpetual's ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
... joining Milford in 2020, [Goodwin] has been instrumental in driving the business' growth within the Australian financial advisory network. Under her leadership, Milford Australia has built a high-performing distribution team, established relationships ...

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... PAC Partners in institutional equity sales and at Bell Potter Securities as an associate in their wholesale financial advisory and broking team. "Alexander Funds continues to experience strong growth through retail and wholesale adviser channels. Oliver's ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... The wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
The former head of research at Koda Capital resurfaces at a rival financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... experienced, at that time. The other four incidents related to email phishing attacks that occurred within individual financial advisory practices authorised by FPW, rather than FPW itself. These matters were identified quickly, investigated and confirmed ...
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