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Showing 21 - 30 of 69 results for "Wealth Partners"

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
One in nine Australians expect to have more than $250,000 in debt when they retire, a new study by AMP shows, however separate research from TAL suggests debt in retirement is of little concern. A study commissioned by AMP has found that fewer than ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... building it from no staff to 26 full-time. It busted me." Burridge is the chair of Treysta, a partner at Merchant Wealth Partners Australia, and director of Premier SMSF Solutions.

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... this year to date, Count Financial has appointed 51 new advisers. Prior to the WSC acquisition, in April, BWC Wealth Partners was the latest firm to join Count Financial's national advice community. Though, over the last year, other firms like Ebony ...

Mayfair sues Mission Beach lender

ELIZABETH MCARTHUR  |  THURSDAY, 14 APR 2022
... Services and the $30 million penalty handed down to Mayfair companies. In March 2021, the court found Mayfair Wealth Partners and Online Investments (trading as Mayfair 101), M101 Nominees Pty Ltd and M101 Holdings Pty Ltd engaged in misleading or deceptive ...

Mawhinney appeals 20-year ban

ELIZABETH MCARTHUR  |  MONDAY, 11 APR 2022
... toward protecting their interests. We won't rest until this is made right." In March 2021, the court found Mayfair Wealth Partners and Online Investments (trading as Mayfair 101), M101 Nominees Pty Ltd and M101 Holdings Pty Ltd engaged in misleading ...

Mayfair 101 files new appeal

ELIZABETH MCARTHUR  |  TUESDAY, 25 JAN 2022
... both unsecured promissory notes, were promoted online by several Mayfair 101 Group companies, including Mayfair Wealth Partners (trading as Mayfair Platinum), Online Investments (trading as Mayfair 101), M101 Nominees and M101 Holdings. The products ...

Federal Court fines Mayfair $30m

CHLOE WALKER  |  THURSDAY, 23 DEC 2021
... unsecured promissory notes, were promoted online by a number of Mayfair 101 Group companies, including Mayfair Wealth Partners (trading as Mayfair Platinum), Online Investments (trading as Mayfair 101), M101 Nominees and M101 Holdings. In April 2021 ...

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... available through personal advice. Its white label partners already include wealth management firms, Hamilton Wealth Partners, Wentworth Securities and Collins House Private Wealth and asset managers, SG Hiscock and Blackmore Capital. As part of the ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... the Year Award Leanne Bielik - 2020 Wealth (VIC) Michelle Maguire - MLC Advise (NSW) Craig Phillips - Phillips Wealth Partners (ACT) FPA Advice Innovation Award Josh Pennell - Prosper Advisory Financial Services (VIC) Daniel Thompson - Finnacle (NSW) ...

ASIC chases $12m from Mayfair

ELIZABETH MCARTHUR  |  THURSDAY, 7 OCT 2021
... founder James Mawhinney maintains there was no wrongdoing. ASIC is seeking $12 million in penalties from Mayfair Wealth Partners, M101 Holdings, M101 Nominees (which is in liquidation) and Online Investments. The entities are accused of 'misleading and ...