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Showing 301 - 310 of 1185 results for "Brisbane"

Asset manager to be liquidated

ELIZA BAVIN  |  WEDNESDAY, 5 FEB 2020
... Management has come to an end as the financial services company is set to be wound-up. ASIC obtained orders to wind-up the Brisbane-based company on "just and equitable grounds" stating the proceedings were commenced to protect the public. "ASIC commenced ...

Corrupt adviser banned, AFSL canned

ALLY SELBY  |  TUESDAY, 4 FEB 2020
... clients. Shapter was the director and responsible manager of Smart Solutions, a financial advice business based out of Brisbane and Broadbeach on the Gold Coast. The ASIC review found the Smart Solutions director recommended clients switch out of their ...

New partner at Koda Capital

KANIKA SOOD  |  MONDAY, 3 FEB 2020
Koda Capital has added a new adviser and partner to its Brisbane offices. James Christopher has worked in senior roles at HSBC, Nomura and Credit Suisse, and recently moved back to Australia from the UK. Koda confirmed the appointment to Industry Moves ...

Boutique shuts Aussie equities fund

KANIKA SOOD  |  TUESDAY, 21 JAN 2020
A Brisbane boutique is winding up an Aussie equities fund, after an investor decided to redeem their money, representing roughly 60% of the fund's assets, just before Christmas. Ganes Value Growth Fund was terminated on the January 15. The fund had ...

Super fund invests in disability housing

HARRISON WORLEY  |  WEDNESDAY, 8 JAN 2020
... housing. LGIAsuper has invested in The Mews Apartments, a residential development in Woolloongabba in the south-east of Brisbane, featuring 10 specialist disability accommodation apartments meeting the National Disability Insurance Scheme's high physical ...

Sophistication: More than money

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... does not apply to genuine wholesale advice. David Lane - director, senior adviser and representative at Pitcher Partners Brisbane - said: "By the law the simple answer is a sophisticated investor is someone with at least $2.5 million in investable assets ...

ANZ overcharges 3.4 million customers

ALLY SELBY  |  THURSDAY, 19 DEC 2019
... the Hayne Royal Commission. ANZ chief executive Shayne Elliot told shareholders at the bank's annual general meeting in Brisbane on Tuesday that the bank was working "as fast as we can" to enact the Commission's recommendations. However, only 30% of ...

AXA acquires largest student housing portfolio

ELIZA BAVIN  |  THURSDAY, 12 DEC 2019
... (ASAP JV). The Urbanest portfolio comprises over 6800 beds across 14 operational assets located in Sydney, Melbourne, Brisbane and Adelaide. AXA said the accommodation will be operated by Scape, a global operator, owner and manager of student accommodation ...

Former NAB, Infocus advisers banned

ALLY SELBY  |  MONDAY, 2 DEC 2019
... has banned two former financial advisers for five years and one year respectively. Former NAB adviser Wendy Chapman and Brisbane-based former financial adviser Nina Katherina Williams were banned by the regulator last week. Chapman who has been barred ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... its clients." Meanwhile, the FPA Financial Planner AFP® of the Year Award went to Crystal Bobir AFP® of Tupicoffs in Brisbane. She was recognised for having clearly excelled in her client relationship skills and critically, was able to demonstrate ...