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Showing 21 - 30 of 431 results for "Chartered"

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Three executives at Platinum Asset Management have departed as the asset manager finalises its merger with L1 Capital. Platinum's head of investment Douglas Isles and head of institutional distribution Charlie Brooks have both exited the business ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... financial firms that refused or failed on at least one occasion to give effect to an AFCA determination. Along with the Chartered Accountants ANZ, CPA Australia, Institute of Public Accountants and SMSF Association, the FAAA expressed concerns that failure ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... by Rogan's conduct to contact the Australian Financial Complaints Authority. According to her LinkedIn, Rogan was a chartered accountant and a Certified Financial Planner. The Financial Advice Association Australia terminated Rogan's membership in May ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... gees, allowing advisers to support their clients claim of a legitimate tax deduction for advice fees with confidence. Chartered Accountants Australia and New Zealand superannuation and financial services leader Tony Negline said the guide will help advisers ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
... financial advice community in Australia to help more Australians achieve financial wellbeing and security." Meantime, Chartered Accountants ANZ chief executive Ainslie van Onselen said his appointment provides an opportunity for a fresh perspective. ...

Industry bodies call for delay to Payday Super

JAMIE WILLIAMSON  |  FRIDAY, 9 MAY 2025
A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028. In a joint submission to Treasury, eight industry lobby ...

Super moves: Cbus, ART

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... trading ideas in the financial, property, consumer and gaming sectors. Early in her career, Fang worked at Standard Chartered Bank where she evaluated and rated long-only equity funds in emerging markets, BRIC and Latin America and MFS Investment.

Taxes and housing dominate election race

ELIZA BAVIN  |  MONDAY, 14 APR 2025
... Coalition promised a one-off $10 billion cost-of-living 'tax offset' of up to $1200 to Australians earning below $144,000. Chartered Accountants ANZ's chief economist Richard Holden said housing and tax policy announcements from both parties have clear ...

CA ANZ launches AI fluency certificate for finance professionals

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
Chartered Accountants Australia and New Zealand (CA ANZ) has launched an AI Fluency certificate to arm financial professionals with the skills to work with Generative AI. CA ANZ group executive education and marketing Simon Hann said the certificate ...

Keybridge Capital enters voluntary administration

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
Keybridge Capital has appointed Gideon Rathner from Lowe Lippmann Chartered Accountants as voluntary administrator, with the board blaming its ongoing feud with WAM Active (WAM). The Keybridge board said court orders being sought by WAM prevented Keybridge ...