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Showing 11 - 20 of 56 results for "Beacon"

ASIC bans Linchpin directors

ELIZABETH MCARTHUR  |  FRIDAY, 29 MAY 2020
... Linchpin, Williams and Raftery were also directors of Endeavour Securities. Daly was formerly the managing directer of Beacon Financial, which was a subsidiary of Linchpin. He also used to be the chair of the Association of Independently Owned Financial ...

Colonial First State cuts fees, closes legacy options

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... products (legacy super, pension and FirstChoice wholesale personal super), FirstChoice Employer Super, and the FirstWrap and Beacon products. The biggest change is for retail product members in legacy super and pension retail products. About 190,000 ...

The sick short: Banking big on the coronavirus

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... US problem. The Apple downgrade overnight brought it home, in a major way, to the US. Their tech monolith, the shining beacon of growth, is taking a hit." He believes investors would have bet on an Apple downgrade. "It's fairly well known that the ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... clients being worse off. Rothnie is a former authorised representative of GPS Wealth and has also previously been licensed by Beacon Financial Group subsidiary The FinancialLink Group. According to the Tax Practitioners Board website, he is a member ...

Adviser cops three-year ban

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... a financial adviser in 2012 and worked for a number of licensees, including Spring Financial Group for three months and Beacon Financial Group for two months. He spent the longest stretch of his advice career at Sentinel Private Wealth, for about four ...

Former Beacon adviser banned

KANIKA SOOD  |  FRIDAY, 24 MAY 2019
A former Beacon Financial Group financial adviser was handed a permanent ban by ASIC. Phillip Emidio Bruni first provided advice in 2004 and worked at The FinancialLink Group for about two years ending 2017, ASIC's Financial Adviser Register shows. ...

Former Millennium3 adviser banned

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 APR 2019
A former Millennium3 and Beacon Financial Group adviser was banned by ASIC for failing to act in the best interests of clients by recommending insurance with unaffordable premiums. Gregory Forster received a five year ban for failing to take into account ...

Federal Court shuts down Linchpin and Endeavour Securities

KARREN VERGARA  |  TUESDAY, 26 MAR 2019
... further alleged the money from the unregistered fund was used by Linchpin to make loans to itself and its subsidiary company, Beacon Financial Group, to grow the business. ASIC calculated Linchpin lent about $15 million to itself, Beacon and another ...

AIOFP slams FASEA proposals, launches petition

KARREN VERGARA  |  MONDAY, 20 AUG 2018
... subscription from a fund operated by Endeavour. It alleges Linchpin lent about $15 million to itself and subsidiaries including Beacon Financial Group and Risk and Investment Advisors Australia. On August 7, the Federal Court found that Linchpin engaged ...

PIMCO partners with data and analytics platform

KARREN VERGARA  |  FRIDAY, 11 MAY 2018
... of the partnership sees PIMCO acquiring a minority stake in cloud-based integrated data and financial analytics platform Beacon. PIMCO will integrate with the platform for its valuation models, risk analytics and technology, which will then be deployed ...