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Showing 1 - 10 of 3943 results for "financial planning"

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... including First Guardian. Venture Egg is an authorised representative of Sequoia Financial Group's InterPrac Financial Planning. Osama Saad, the director of defunct firms Aus Super Compare and Atlas Marketing, also had his assets frozen for his connection ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... our unique attributes and would help us standout in a competitive market," he said. Akumin will comprise AMP Financial Planning, Hillross and Charter Financial Planning. AMP Financial Planning will be renamed Akumin Financial Planning. "It is really ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
Buyers of financial planning practices and client books are becoming more focused on profit, leading acquirers to be much more discerning when it comes to fee per client - but they should continue to trade at a premium to other small businesses. According ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... assets until at least April 4. Merhi is a financial adviser based in Melbourne, licensed through Interprac Financial Planning. He is the director of Venture Egg Financial Services and United Financial Advice, which trade as Venture Egg and Financial ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... financial advice. Prior to Count, Webb spent over 12 years at Commonwealth Bank, where he held titles including financial planning manager and executive manager of Victoria and Tasmania. Speaking on his appointment, Webb said he understands the value ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... the existing universities offering financial advice education. "It will be important to confirm that existing financial planning courses will remain approved in the new world and that these existing programs remain an important pathway for new entrants ...

MLC Life names chief risk officer

JAMIE WILLIAMSON  |  MONDAY, 10 FEB 2025
... transformation. "Melissa is a highly respected leader with more than 25 years' experience spanning insurance, financial planning, superannuation and asset management," MLC Life chief executive Kent Griffin said. "Since joining MLC Life Insurance, Melissa ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...
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