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Showing 21 - 30 of 4057 results for "Financial Planning"

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 ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... high-net-worth clients, charities, and private businesses through brands including Perpetual Private, Fordham, Jacaranda Financial Planning, and Priority Life.

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... platform will gather, analyse and organise data from an advice practice's existing technology, including emails, financial planning software and apps, to create a central knowledge base of information and insights. Entireti said this knowledge base will ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... four to five years from commencement of study to full registration. "Many universities are delisting onshore financial planning courses due to low enrolments - six courses were discontinued during 2025," Abood added. She also said the pipeline of new ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... Financial Group said it is in "advanced discussions" with an unnamed buyer interested in taking over InterPrac Financial Planning. Updating shareholders on the future of InterPrac, Sequoia said "discussions remain incomplete and there can be no certainty ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... commitment to high-quality, compliant and client-focused advice as well as growth and strategic acquisitions in the financial planning, wealth management and accounting arenas." "His experience in governance, compliance oversight and strategic risk management ...

First Super names acting chief executive

ELIZA BAVIN  |  MONDAY, 16 MAR 2026
... chief executive of the Superannuation Trustee Office for Guild Group, an executive of ESSSuper and the head of financial planning at Bendigo and Adelaide Bank. Everett will lead the fund while the First Super board undertakes a formal recruitment process ...

Interprac sues AFCA over Shield determination

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2026
Interprac Financial Planning has commenced Federal Court proceedings against the Australian Financial Complaints Authority (AFCA), believing it has not been treated fairly. Sequoia Financial Group, Interprac's parent company, said the case relates ...

Advice remains profitable for those who prepare: Centurion Market Makers

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... structured as recurring revenue multiples for practicality. Based on what Centurion Market Makers saw last year, a financial planning business co-located with the buyer can sell for between 2.5x to 3.5x recurring revenue. Meantime, a large financial ...