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Showing 1 - 10 of 393 results for "Personal advice"

Digital advice now available for Future Super members

MATTHEW WAI  |  FRIDAY, 22 MAY 2026
... support its internal advice team, as the fund continues to invite members to book in with its advice specialists for personal advice and one-on-one support. Commenting, Future Group general manager partnerships and advice Rosh Singappuli explained the ...

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI  |  WEDNESDAY, 13 MAY 2026
... result, Rogers was prohibited from being registered with ASIC during the prohibition period and from providing personal advice to retail clients on relevant financial products during that period. Rogers had sought review of that decision in the ART. ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
... New research from the Financial Services Council (FSC) reveals digital advice is activating the demand for full personal advice and presents the opportunity for the industry to finally provide regulated digital advice at scale. The role and value of ...

Treasury proposes lead generator, super switching reforms

KARREN VERGARA  |  WEDNESDAY, 8 APR 2026
... so that hawking cannot be "cleansed through subsequent financial advice." This could be done via removing the personal advice exemption, restricting the exemption so that it only applies for advisers where they are offering products to existing clients ...

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

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... their retirement savings and are often used by people with more complex financial circumstances who have received personal advice on tailored investment solutions." SMC data also found a similar pattern among Australians with limited amounts of super ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... from the gathered data will be either through text, video and other digital formats to help create and deliver personal advice and enhance client engagement. Entireti group chief executive Neil Younger said plans to deliver an advice platform for the ...

Aged care advice needs regulatory intervention: Research

ANGELIQUE MINAS  |  TUESDAY, 10 FEB 2026
... advisers, exposing older Australians to serious financial harm. It also identified the lack of distinction between personal advice and information related to aged care funding, including a proliferation in advice errors from Services Australia, has contributed ...

Former UGC adviser's appeal against ASIC ban accepted

MATTHEW WAI  |  TUESDAY, 27 JAN 2026
... harsh and disproportionate penalty. For example, a comparable case involved a two-year ban limited to providing personal advice to retail clients," the application read. "The decision inaccurately states that I recommended a specific investment. This ...

'No benefit in switching super': AFCA finalises FSGA lead decision

RIDDHIMA TALWANI  |  TUESDAY, 27 JAN 2026
... select a case that "best represents" the group. In the FSGA lead decision, AFCA found the complainant received personal advice in October 2023 to roll over their existing superannuation into a newly created self-managed superannuation fund (SMSF). The ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... nine. The qualifications standard came into effect on January 1, under which an adviser can no longer provide personal advice if they have not completed a course or qualification on the approved list. As at 20 November 2025, there were 15,469 relevant ...
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