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Showing 1 - 10 of 4057 results for "Financial Planning"

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... Anderson said many cases of misconduct stem from control measures inadequately enforced. He provided InterPrac Financial Planning as an example, where misconduct of only a small portion of advisers can be a detriment for the entire business. "There's ...

AFCA puts InterPrac determinations on ice

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway. For people affected, the pause in determinations mean their complaints ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... total number of advisers by 10.4% over the 12 months. The five AFSLs attracting the most advisers were Akumin Financial Planning, RI Advice group, Picture Wealth, Consultum and Canaccord Genuity Financial.

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
InterPrac Financial Planning is taking action against a former client and victim of the First Guardian Master Fund collapse for an Australian Financial Complaints Authority (AFCA) determination it is vehemently contesting. The new proceeding comes off ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... the group said that Stephan will lead their existing asset consulting relationships with dealer groups and financial planning firms, advising on portfolio construction, governance and investment strategy. "He brings deep experience across investment ...

Sequoia abandons InterPrac sale

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... Following ASIC's concerns over the transaction, Sequoia Financial Group tore up the agreement to sell InterPrac Financial Planning to Conquest Investment Partners, saying the two parties failed to satisfy all the conditions within the required timeframe. ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... help scale Intend Financial's continued expansion. Established in 2021 by the amalgamation of three mature financial planning firms, Intend Financial has offices in Victoria, Queensland and Tasmania and is led by five principal advisers: John Moran ...

Tribeca Financial appoints strategic partnerships lead

KARREN VERGARA  |  FRIDAY, 17 APR 2026
... Foley spent nearly 20 years at IFS, starting out as a financial adviser and fund leader with Industry Fund Financial Planning, providing advice in superannuation and retirement planning. Prior to IFS, Foley was a financial planner at National Australia ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... have stalled overall, according to Radar Results. In its latest price guide, Radar Results said demand for financial planning businesses continues to be strong, though there's been little change on the valuations front. Its analysis shows a book of super ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
... market leading advice business and broaden access to high-quality financial advice." FWA is licensed by Charter Financial Planning, which sits under Entireti's umbrella of financial services firms. Hudson said the transaction supported a smooth leadership ...
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