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Showing 21 - 30 of 74 results for "Financial Affairs"

Former NAB adviser sentenced

HARRISON WORLEY  |  TUESDAY, 8 OCT 2019
... amounted to a breach of client trust for his own advantage. "Mr Eung was trusted by his clients to manage their financial affairs. He breached that trust by using their confidential information to create false accounts as well as by accessing his clients' ...

ASIC appoints receiver for derivatives issuer

ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
... Securities Management and Algoplus were former authorised representatives of Berndale. ASIC alleges that the financial affairs of each company are "extensively intermingled with the financial affairs of Berndale." Stavro D'Amore was the group chief executive ...

Choice outweighs balance for women

KARREN VERGARA  |  FRIDAY, 8 MAR 2019
... live and the funds available for their living expenses. She recommends women appoint a trusted person to manage financial affairs in the event they are no longer able to do so. "This provides women with choice and fundamentally the ability to achieve ...

Royal Commission: And that is a wrap

KANIKA SOOD  |  FRIDAY, 30 NOV 2018
... Commission's public hearings. Many of them travelled long distances and gave evidence about their private financial affairs in a very public forum. I know that they did not always find that easy, but their willingness to give evidence about their ...

Banks vow to end grandfathered commissions

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
... ABA said. "When someone loses a loved one, they need support and compassion as they finalise their loved one's financial affairs. Charging ongoing advice fees to dead people is clearly unacceptable," she said.

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... replacing the pay packet at retirement, our members can access professional advice and assistance with their financial affairs," Harper said. "The New Year is as good a time as any to pick up the phone and make the first call to get your finances in ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... come across as "selling something else." Hacker said it's challenging enough to convince clients to set their financial affairs in order and to pay for it - but the next step that involves urging them to see a lawyer to organise their estate can be difficult ...

Family office giants agree to merger

ALEX BURKE  |  TUESDAY, 13 JUN 2017
... "Mutual Trust and MFCo both have focused on helping families with the challenges of managing wealth and their financial affairs across generations." "As a combined entity, client experience will be enhanced and the financial strength of the combined ...

Confidently improving

BENJAMIN ONG  |  FRIDAY, 24 MAR 2017
... reading of -6.2 in February (from -4.8 in January), the flash estimate of the Directorate General for Economic and Financial Affairs (DG ECFIN) consumer confidence indicator for the euro area improved to a reading of -5.0. This is higher than market ...

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
... including expert support and advice to Australians as they seek to make important decisions about their life and financial affairs, and to protect and care for clients and their families." Australian Unity group managing director Rohan Mead said there ...