Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 427 results for "Chartered"

FINSIA's struggle to find scale

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... would offer more scale and be of more benefit to members. This led the board to enter the strategic partnership with the Chartered Institute for Securities & Investment (CISI), confirmed in September. "We've done a lot of work with our member base ...

End of an era: Longtime Platinum exec exits

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
Liz Norman, the long-serving head of marketing, sales, and client relations at Platinum Asset Management, has left the company ahead of its merger with L1 Capital which was approved by shareholders last week. Norman has been a crucial member of the ...

FINSIA chief executive steps down

ANGELIQUE MINAS  |  FRIDAY, 26 SEP 2025
... who took on the job in 2022, will conclude his tenure after spending 18 months putting the Strategic Alliance with the Chartered Institute for Securities & Investment (CISI) body in place. Launching in November, the professional agency has over 54,000 ...

AI adoption by investors 'grows rapidly': Research

RIDDHIMA TALWANI  |  THURSDAY, 11 SEP 2025
Investors turning to artificial intelligence (AI) for investment advice is rising, according to new survey from Chartered Accountants ANZ (CA ANZ). CA ANZ survey of 1000 Australian retail investors with more than $10,000 invested in the stock market ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices, including AMD Chartered Accountants and AH Jackson, Integro has recruited Emma Ross as advice and operations manager. A qualified financial adviser ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow Chartered Financial Practitioner (FChFP) designation, but the FAAA is now seeking education providers in estate planning, retirement ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Three executives at Platinum Asset Management have departed as the asset manager finalises its merger with L1 Capital. Platinum's head of investment Douglas Isles and head of institutional distribution Charlie Brooks have both exited the business ...

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

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... financial firms that refused or failed on at least one occasion to give effect to an AFCA determination. Along with the Chartered Accountants ANZ, CPA Australia, Institute of Public Accountants and SMSF Association, the FAAA expressed concerns that failure ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... by Rogan's conduct to contact the Australian Financial Complaints 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 ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... gees, allowing advisers to support their clients claim of a legitimate tax deduction for advice fees with confidence. Chartered Accountants Australia and New Zealand superannuation and financial services leader Tony Negline said the guide will help advisers ...