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Showing 1 - 10 of 4065 results for "Financial Planning"

Crole exits Sequoia effective immediately

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
... as the fallout from the Shield and First Guardian master funds and legal action against subsidiary InterPrac Financial Planning rolls on. Crole said his decision is "in the best interests of the company and its stakeholders." He remains a substantial ...

Nominations open for the 2026 Power50

STAFF WRITER  |  THURSDAY, 9 JUL 2026
... outstanding advisers based on feature and profile stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until July 20 ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... authorised representative advisers. FAM operates as Centrepoint's employed adviser business, providing comprehensive financial planning services while generating reoccurring revenue through ongoing client relationships. The deal marks the next phase ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... divesting his interest in that entity. Henry worked at Endorphin Wealth for 12 months before moving to Orion Financial Planning in March 2023 and then to BNR Financial Services, according to LinkedIn. "ASIC has not alleged dishonesty, fraud, or intentional ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... financial advisory business mere days after an identical transaction with Drummond Capital Partners. Australian Financial Planning Group (AFPG) has secured a minority investment from Kudu with undisclosed fee and terms, where the firm will use the proceeds ...

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
... key person on its AFSL and ACL until 1 May 2025. In the past, he was also an authorised representative of AMP Financial Planning between 16 August 2011 and 22 February 2021, a period when he was the sole director and financial planner of Logic Financial ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice. Prior to the announcement, PictureWealth Group was ...

Imprisoned fraudster's wife banned by ASIC

MATTHEW WAI  |  MONDAY, 15 JUN 2026
... development of property in Sydney's west, ASIC said. Mr Agrawal was previously a financial adviser under Akumin Financial Planning and was active from April 2010 to November 2020. Between 30 June and 4 August 2023, 16 Mansa Group companies were placed ...

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 ...
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