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Showing 1 - 10 of 4389 results for "financial Advice"

FAAA urges insolvency crackdown to curb soaring CSLR costs

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The Financial Advice Association Australia (FAAA) has called for tougher insolvency rules to prevent "phoenixing" activity. The FAAA said loopholes which shift costs of failed financial advice businesses onto the broader profession through the Compensation ...

HESTA executive jumps ship to Cbus

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... to be responsive to those needs," Fok said. "Joshua's experience in member services and his background in financial advice will be invaluable as we continue to strengthen how we support members through every stage of their journey with us." At Cbus ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... travel, golf and writing projects, including documenting both his family history and his decades-long career in financial advice. "I think we did well because we did good for others. That's incredibly satisfying," he said. "I'm looking forward ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... CSLR has processed 1567 claims, up from 912 in the initial levy estimate, it said. As a result, the personal financial advice sub-sector will see its responsible levy skyrocket to $190.3 million, a $63.4 million increase for the new financial year. CSLR ...

Nominations open for the 2026 Power50

STAFF WRITER  |  THURSDAY, 2 JUL 2026
... list's 13th anniversary. The FS Power50 are financial advisers deemed to be best promoting the value of the financial advice profession, while providing outstanding service to their clients and the wider community. The Power50 comprises advisers ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... WT Financial said. Cullen added: "The Hubco strategy is an important part of how WTL is helping modernise the financial advice profession. It gives founder-led practices more options to release capital, fund growth, solve succession, manage retirement ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the transaction occurred July 1, following agreements announced ...

AAT shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal. Henry was initially banned by ASIC over advice failures linked to recommendations of a ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... Fenning said the firm continues to attract interest from like-minded advice business as consolidation across the financial advice sector gathers pace. "Esencia Wealth is building something genuinely special - a national advice business centred on great ...

Advice fee spike raises super concerns: SMC

VINNY VUCAGO  |  MONDAY, 29 JUN 2026
... SMSFs, and faster implementation of the Delivering Better Financial Outcomes reforms. Schubert said access to financial advice remained important, but stronger safeguards were needed. "Great advice plays a really important role in helping Australians ...
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