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Showing 11 - 20 of 100+ results for "Adviser"

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... he has also held senior roles at AMP, Bell Potter WA, Austock and Macquarie Bank. Meanwhile, McCallum was a financial adviser and director of Hobart-based firm Knox Financial. He was also a practice manager and financial adviser at Directions Wealth ...

ASIC commences proceedings against Diversa

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
The regulator is taking Diversa Trustees to court over failing to maintain oversight of a now banned financial adviser. Diversa is the trustee for $1 billion Future Super, Mason Stevens Super, ING Super and MAP Master Super - later known as OneSuper ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
In a bid to expand nationally, Fiducian has helped one of its practices acquire clients with $38 million in funds under advice. Fiducian said it assisted the unnamed practice based in the Albury/Wodonga area by providing support services worth $360,000. ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
Knowing more about financial issues related to ageing will ensure success for financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

Private equity firm divests Zenith

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... together two fund data and research providers in Europe and the APAC region with a complementary set of asset manager and adviser-focused services. Zenith acquired Chant West in 2020 following a legal stoush.

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... Australians living with serious illness and/or disability by providing pro bono financial advice. Beswick is a senior financial adviser at FMD Financial and is a committee member at the Financial Planning Association's Melbourne chapter. She takes over ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Professional associations and consumer groups have banded together to lobby for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... manager at BT Wrap and national manager, network development manager - BT Group Licensees. Black was previously a financial adviser at Davidson Financial Group and a distribution manager at Colonial First State. "We're delighted to have Greg join our ...