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Showing 251 - 260 of 4371 results for "financial advice"

‍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.

ASIC puts 18 finfluencers on notice amid global campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... Eighteen finfluencers have received warnings from ASIC for promoting high-risk products and providing unlicensed financial advice. The warnings were part of a Global Week of Action Against Unlawful Finfluencers, which saw ASIC participate in a coordinated ...

Link Wealth acquires boutique advice firm

ANDREW MCKEAN  |  FRIDAY, 6 JUN 2025
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession. This week, the two associations ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... "Markets have since rebounded and this instinct to remain disciplined has proven correct. It reinforces the value of financial advice in helping investors navigate market uncertainty and to ensure their portfolios are protected across market cycles." ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... to more of the 12 million Australians estimated to hold over $100,000 in investable assets but don't receive financial advice. "Selfwealth by Syfe was built to support the millions of Australians who sit between DIY platforms and expensive private advice ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... Australia's financial market infrastructure. Separately, LGT Crestone has integrated CBA's high-net-worth financial advice unit with its $5 billion in assets under advice. Some 38 staff, including 18 investment advisers, have moved over. LGT Crestone ...