Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 61 results for "Beacon"

Former Beacon adviser banned

KANIKA SOOD  |  FRIDAY, 24 MAY 2019
A former Beacon Financial Group financial adviser was handed a permanent ban by ASIC. Phillip Emidio Bruni first provided advice in 2004 and worked at The FinancialLink Group for about two years ending 2017, ASIC's Financial Adviser Register shows. ...

Former Millennium3 adviser banned

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 APR 2019
A former Millennium3 and Beacon Financial Group adviser was banned by ASIC for failing to act in the best interests of clients by recommending insurance with unaffordable premiums. Gregory Forster received a five year ban for failing to take into account ...

Federal Court shuts down Linchpin and Endeavour Securities

KARREN VERGARA  |  TUESDAY, 26 MAR 2019
... further alleged the money from the unregistered fund was used by Linchpin to make loans to itself and its subsidiary company, Beacon Financial Group, to grow the business. ASIC calculated Linchpin lent about $15 million to itself, Beacon and another ...

AIOFP slams FASEA proposals, launches petition

KARREN VERGARA  |  MONDAY, 20 AUG 2018
... subscription from a fund operated by Endeavour. It alleges Linchpin lent about $15 million to itself and subsidiaries including Beacon Financial Group and Risk and Investment Advisors Australia. On August 7, the Federal Court found that Linchpin engaged ...

PIMCO partners with data and analytics platform

KARREN VERGARA  |  FRIDAY, 11 MAY 2018
... of the partnership sees PIMCO acquiring a minority stake in cloud-based integrated data and financial analytics platform Beacon. PIMCO will integrate with the platform for its valuation models, risk analytics and technology, which will then be deployed ...

FPA supports disadvantaged youths

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... Recipients include: Byron Youth Services, The Run Beyond Project, Conscious Creative, BestLife, EBL Disability Services, Beacon Foundation and Kids off the Kerb. Over the course of 10 years, Future2 has committed a total of $823,000. The upcoming FPA ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...

Decumulation will drive investment focus shift: AXA IM

EMMA RAPAPORT  |  TUESDAY, 20 JUN 2017
... the shift to the retirement phase will change investors' focus on asset allocation. Australia has, for many years, been a beacon for the world in terms of DC accumulation. "Unsurprisingly, there has historically been a high allocation to real return ...

Super funds adopting insurers' investment strategies

KARREN VERGARA  |  TUESDAY, 23 MAY 2017
... Investment Managers director for Australia and New Zealand, Craig Hurt, said while the Australian pension market has been a "beacon for the rest of the world on how to design accumulation-style investment strategies," this is proving less relevant as ...

HUB24 partners for new white label offering

ALEX BURKE  |  TUESDAY, 30 AUG 2016
HUB24 has partnered with a licensee to create a new bespoke platform and managed portfolio offering. Beacon Financial Group selected HUB24 to create this new service to be distributed to its over-200 authorised representatives, collectively managing ...