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Showing 11 - 20 of 40 results for "AS Financial Planning"

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
A former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, pleaded guilty to five criminal offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly ...

Former adviser charged over fabricated information

JAMIE WILLIAMSON  |  FRIDAY, 5 MAR 2021
The former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, was charged with 16 offences related to fabricating evidence with hopes ASIC would stop looking into him. Ezzat Daniel Nesseim ...

New firm joins Count Financial network

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
Count Financial has become the licensee of an accounting-led financial advice firm in Queensland. Affinitas Financial Planning has joined Count Financial as its newest corporate authorised representative. Affinitas Financial Planning managing director ...

Sequoia acquires dealer group

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2019
Sequoia Financial Group has acquired a national dealer group, home to 68 authorised representatives. Sequoia acquired Sydney-based Libertas Financial Planning, a national licensee with 68 authorized representatives as at August 1, 60 of which are active ...

L1 eyes $70m for UK property fund

KANIKA SOOD  |  THURSDAY, 11 APR 2019
... Capital's latest UK residential property fund is expecting to raise between $60 million and $70 million as financial planning groups and rich investors hunt opportunities for attractive yields. The fund is targeting a distribution yield of 6-7%. ...

Super funds embrace derivatives to meet retirement goals

KARREN VERGARA  |  FRIDAY, 1 DEC 2017
... products grows, the latest Milliman survey shows. Milliman head of fund advisory services Michael Armitage said as financial planning shifts to more goals-based advice, more protection strategies are being employed to improve long-term outcomes and minimise ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...

SelectingSuper announces super fund of the year

DARREN SNYDER  |  THURSDAY, 17 NOV 2016
... addition their insurance cost is very competitive at default level as are their fees and extra services such as financial planning and member engagement." UniSuper also collected the Retirement Select Choice Product of the Year. Other winners included ...

Universities must prepare for adviser reforms: FPA

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
... advisers and 1 January 2024 for existing advisers. Currently there are two post graduate degrees listed as financial planning specific on the University Admissions Centre website and 54 undergraduate degrees offering subjects in financial planning. FPA ...

Libertas launches licensing to attract SMSF specialists

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
Libertas Financial Planning has launched an accountants' licensing package in the hope of attracting experienced SMSF accounting specialists to the network. The package includes customised software that will guide the adviser through the compliance ...