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Showing 21 - 30 of 4065 results for "Financial Planning"

Former Venture Egg adviser permanently banned

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
... from any involvement in the financial services and credit industries. Papapavlou was authorised by Interprac Financial Planning as of September 2021 and worked for Venture Egg from October 2021 to July 2023. After leaving Venture Egg, he went on to be ...

Sale of Interprac raises eyebrows at ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 8 APR 2026
ASIC wants the Federal Court to appoint a receiver to investigate the fire sale of Interprac Financial Planning to Conquest Investment Partners, saying it has concerns over what it may mean for the advice group's creditors. The regulator has applied ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... Advisory Group will strengthen Count's platform for future growth, enhancing its ability to integrate further financial planning implementations, it said. The transaction values Oracle at an enterprise value of approximately $72 million with completion ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Capstone Financial Planning is launching a new business, focused on supporting self-licensed businesses to run and manage their own Australian financial services licence (AFSL). CapBack Licensee Solutions provides full support to self-licensed advisers ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
... four years, effective 18 December 2025. During his employment as an authorised representative for Interprac Financial Planning and Rhys Reilly, also known as Reilly Financial, Hogan advised four clients to switch their superannuation funds using an advice ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
When Melinda Kee was sick with COVID-19, she took respite for one week. Kee saw it as an opportunity to tick off some personal administration she'd been meaning to get to, such as changing her pet and health insurance, and electricity and gas providers. ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
Sequoia Financial Group has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with ...

Macquarie broke law by not putting Shield on watch list, says court

JAMIE WILLIAMSON  |  FRIDAY, 20 MAR 2026
... First Guardian in train, being those against Diversa Trustees, Equity Trustees Superannuation, and Interprac Financial Planning.

Super moves: Future Fund, ART, First Super

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... chief executive of the Superannuation Trustee Office for Guild Group, an executive of ESSSuper, and head of financial planning at Bendigo and Adelaide Bank. He will lead the fund while the board undertakes a formal recruitment process for the next chief ...