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Showing 251 - 260 of 4377 results for "Financial Advice"

Profile Financial Services names new chief, chair

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... focused innovation, Profile said. Most recently, Dooley served as chief executive of Much More Than Money. The financial advice firm said the appointment underscores its commitment to enhancing its client-centric approach and accelerating its growth ...

CSLR releases revised levy estimate

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... the initial levy estimate, issued in January 2025, exceeding the $20 million sub-sector cap for the personal financial advice sub-sector. With the assistance of CSLR's principal actuary, the revised estimate for the 2026 financial year has been calculated ...

Bombora Advice appoints new chair, managing director

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
... continued success and growth in the future." Prior to joining Bombora in 2023, McConville held roles at the Pro Bono Financial Advice Network, Fidelity Life and TAL Australia. In welcoming McConville into the role of managing director, Handley said he ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
DASH Technology Group is completing a new capital raising, with its valuation surging 59%. The cloud-based financial advice and investment management platform has signed a binding legal documentation with a new, undisclosed investor as part of an ongoing ...

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
... qualifications standard looms, and it remains unclear how many advisers will be properly qualified to provide personal financial advice on 1 January 2026," ASIC commissioner Alan Kirkland said. "It's possible that some of these relevant providers may ...

Nominations open for 2025 Power50

STAFF WRITER  |  MONDAY, 23 JUN 2025
... considered 'influential' advisers must be and continue to be instrumental in shaping the future of the financial advice industry. They are individuals who make a meaningful difference in their clients' financial wellbeing, actively participate ...

‍Padua recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... technical advice Rudy Haddad who called the appointment a key move supporting Padua's ongoing growth in the financial advice market. "Dimitri's strong technical background and regulatory expertise make him ideally positioned to lead the integration ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

ASIC cancels Financial Services Group Australia's AFSL

KARREN VERGARA  |  MONDAY, 16 JUN 2025
... FSGA from 10 February 2021 to 30 May 2025. He is also the director of Venture Egg Financial Services and United Financial Advice. ASIC is currently investigating Merhi and various entities associated with him in connection with its investigations concerning ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... Authority. According to her LinkedIn, Rogan was a chartered accountant and a Certified Financial Planner. The Financial Advice Association Australia terminated Rogan's membership in May 2024 following complaints from former clients.