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Showing 11 - 20 of 4397 results for "financial advice"

HESTA executive jumps ship to Cbus

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... to be responsive to those needs," Fok said. "Joshua's experience in member services and his background in financial advice will be invaluable as we continue to strengthen how we support members through every stage of their journey with us." At Cbus ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... travel, golf and writing projects, including documenting both his family history and his decades-long career in financial advice. "I think we did well because we did good for others. That's incredibly satisfying," he said. "I'm looking forward ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... CSLR has processed 1567 claims, up from 912 in the initial levy estimate, it said. As a result, the personal financial advice sub-sector will see its responsible levy skyrocket to $190.3 million, a $63.4 million increase for the new financial year. CSLR ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... WT Financial said. Cullen added: "The Hubco strategy is an important part of how WTL is helping modernise the financial advice profession. It gives founder-led practices more options to release capital, fund growth, solve succession, manage retirement ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the transaction occurred July 1, following agreements announced ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal. Henry was initially banned by ASIC while he worked at MWL Financial Services over advice ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... Fenning said the firm continues to attract interest from like-minded advice business as consolidation across the financial advice sector gathers pace. "Esencia Wealth is building something genuinely special - a national advice business centred on great ...

Advice fee spike raises super concerns: SMC

VINNY VUCAGO  |  MONDAY, 29 JUN 2026
... SMSFs, and faster implementation of the Delivering Better Financial Outcomes reforms. Schubert said access to financial advice remained important, but stronger safeguards were needed. "Great advice plays a really important role in helping Australians ...

FSC links active super choices to stronger retirement outcomes

VINNY VUCAGO  |  FRIDAY, 26 JUN 2026
Australians who actively engage with their superannuation and seek financial advice could significantly improve their retirement outcomes, according to new research commissioned by the Financial Services Council (FSC). The research, conducted by NMG ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... market for wealth management, supported by strong secular growth drivers and increasing demand for high-quality financial advice," Shin said. "AFPG has built an impressive business with a clear vision and strong leadership. We are delighted to partner ...