Search Results | Showing 11 - 20 of 4057 results for "Financial planning" |
| | | ... them to switch their super so they could invest in the now collapsed schemes, ASIC said. While working at AS Financial Planning, Monte Silva was an authorised representative of Financial Services Group Australia and, between July and August 2023, he ... |
| | | | Sequoia Financial Group says ASIC's concerns around what the sale of Interprac Financial Planning might mean for its creditors are "unfounded", while also saying it is working with ASX to determine whether shareholders are required to approve the ... |
| | | | ... from any involvement in the financial services and credit industries. Papapavlou was authorised by Interprac Financial Planning as of September 2021 and worked for Venture Egg from October 2021 to July 2023. After leaving Venture Egg, he went on to be ... |
| | | | ASIC wants the Federal Court to appoint a receiver to investigate the fire sale of Interprac Financial Planning to Conquest Investment Partners, saying it has concerns over what it may mean for the advice group's creditors. The regulator has applied ... |
| | | | AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ... |
| | | | ... Advisory Group will strengthen Count's platform for future growth, enhancing its ability to integrate further financial planning implementations, it said. The transaction values Oracle at an enterprise value of approximately $72 million with completion ... |
| | | | Capstone Financial Planning is launching a new business, focused on supporting self-licensed businesses to run and manage their own Australian financial services licence (AFSL). CapBack Licensee Solutions provides full support to self-licensed advisers ... |
| | | | ... four years, effective 18 December 2025. During his employment as an authorised representative for Interprac Financial Planning and Rhys Reilly, also known as Reilly Financial, Hogan advised four clients to switch their superannuation funds using an advice ... |
| | | | When Melinda Kee was sick with COVID-19, she took respite for one week. Kee saw it as an opportunity to tick off some personal administration she'd been meaning to get to, such as changing her pet and health insurance, and electricity and gas providers. ... |
| | | | Sequoia Financial Group has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with ... |
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