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Showing 21 - 30 of 621 results for "Advice firm"

HUB24 posts record HY inflows, advisers on platform jump by 8%

RIDDHIMA TALWANI  |  THURSDAY, 19 FEB 2026
HUB24 has reported a profit of $59.7 million in the first half of the financial year, up 80% from the previous year, and more than $10 billion in net inflows. It will pay a fully franked interim dividend of 36 cents per share for the period, doubling ...

Drummond steps up governance and adviser support

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
Drummond Capital Partners is strengthening its governance and implementation functions with a senior hire, as the firm scales its adviser support platform. Cameron Mitchell joins the business with more than 14 years' experience in Australian financial ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
Victorian financial advice firms Coastline Advice and Edge Advisory Partners have announced plans to merge and create a multi-disciplinary advice business. The combined entity will operate under the Coastline Advice brand, and will collectively house ...

Mulino looks to reform CSLR

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
After holding a roundtable discussion yesterday, Minister for Financial Services Daniel Mulino says all consumer-facing sub-sectors within the financial services sector, and all 23 retail-facing sub-sectors will foot the $47.3 million CSLR special levy. ...

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
Financial advice firm Eureka Whittaker Macnaught (EWM) has announced three new acquisitions, advancing its ambitions to become a 'super firm'. Before the year's end, EWM will acquire MSI Taylor Wealth Management led by Peter O'Callaghan and Daniel Shine ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... a majority stake in Western Australia-based Geographe Financial Group, and a strategic partnership with Queensland advice firm MiQ Private Wealth. The accelerated growth comes after Los Angeles-based Oaktree Capital Management became a major shareholder ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
Capital Haus has acquired Adelaide's advice business Baker Young, with the firm to retain its brand and staff. Baker Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to ...

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
ASIC has suspended the AFSL of Focused Financial Advice (FFA) until December 19, which has operated for more than two years without a key person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement ...

Top Koda Capital exec exits

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
One of Koda Capital's most senior executives is set to leave the independent advice firm after three years. Koda Capital has confirmed that chief client officer and partner Cassandra Hinze is departing to pursue other opportunities. Hinze served ...

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
While financial advisers have marginally increased the number of clients on their books to 112 on average, they aspire to serve 36% more, a new Colonial First State (CFS) survey finds. Advisers on average have increased the number of clients served ...