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Showing 11 - 20 of 112 results for "mortgage broking"

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. Melican provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. Murdoch Private Wealth was onboarded as an authorised ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... its licence. ASX-listed AWAG took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. The equity partnership scheme investment into Melican will ...

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... business, and The FP Business, a financial advice service. He also operates an equipment finance broking and mortgage broking business through the corporate vehicle, Corporate Financial. ASIC's investigation found that Betalli failed to keep adequate ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... advisory firm. Located in Manly, New South Wales, Peer Wealth offers financial and insurance advice, accounting, and mortgage broking services. It was founded by Doug Atkinson in 2010, who is currently a partner and consultant. One of his sons, Ben Atkinson ...

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... by the Commonwealth Bank. CBA sold CFSGAM for $4.2 billion in 2019 as part of demerging its asset management, mortgage broking and wealth businesses following the Royal Commission. In terms of recent acquisitions, Pendal Group, which lost $5.2 billion ...

ASIC bans former Madison adviser

CASSANDRA BALDINI  |  TUESDAY, 6 JUN 2023
... of ASIC's decision. Vick's business comprised a group of companies that provided services in property sales, mortgage broking, accounting and financial advice, ASIC said. It found that the former adviser did not act in the best interests of clients ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... 2010, Enva is based in Adelaide with a satellite office in the Sunshine Coast and offers financial planning, mortgage broking, insurance broking, private lending and financial services licensing and compliance. Enva reported FY22 revenue of $1.8 million ...

AMP wants life insurance caps raised, fees lowered

CASSANDRA BALDINI  |  MONDAY, 27 JUN 2022
... system in life insurance with good governance practices in place to protect consumers is workable, like in the mortgage broking industry. " "The Quality of Advice Review is a generational opportunity to reset regulations relating to financial advice ...

Demand for retiree client book increases

KARREN VERGARA  |  SATURDAY, 1 JAN 2022
... groups of 50 to 200 authorised representatives to be acquired by one bulk purchase continues to be evident. On the mortgage broking front, Radar Results found a steep rise in the price multiples buyers are willing to pay. The multiple for annual trails ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. Complete FS was founded by Mark Giles in 1987 and was most recently part of ClearView Financial Advice. ...