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Showing 21 - 27 of 27 results for "WealthSure"

ASIC bans Sydney adviser

LINDA HAUSKEN  |  WEDNESDAY, 18 JUL 2012
... funds without approval. At the time of the offence, Oberg was a financial adviser and authorised representative of Wealthsure Financial Services. Australian Securities & Investments Commission (ASIC) said he withdrew his client's funds between September ...

WealthSure selects OneVue UMA platform

MELANIE TIMBRELL  |  WEDNESDAY, 4 APR 2012
WealthSure has become the latest dealer group to sign-up to OneVue's unified managed account platform. Darren Pawski, group chief executive of WealthSure named platform capabilities as the primary reason for selection, given plans to introduce protected ...

Advisory firm directors may challenge ASIC ban

ALISON BEVEGE  |  THURSDAY, 7 JUL 2011
... compliance measures and record keeping. Seagrims will become a corporate authorised representative of dealer group Wealthsure during the license suspension period. Peter and Anne-Marie Seagrim remain as directors of the firm, they said in a letter to ...

Adviser banned for life by ASIC

ASIC RELEASE  |  WEDNESDAY, 20 APR 2011
Former WealthSure financial adviser, Brian William Veitch, has been banned for life from providing financial advice following an investigation by the Australian Securities and Investments Commission (ASIC). ASIC alleges Veitch failed to comply with ...

AIOFP elects new board for PCM

MICHELLE BALTAZAR  |  TUESDAY, 13 OCT 2009
... around $4 billion of fund inflows on their behalf. The new board members are Peter Johnston (AIOFP), Darren Pawski (WealthSure), Peter Daly (AFS), Kym Marriot (Life Balance), Neil McMillan (Primetime Financial Planning) and Dejan Pekic (Newealth). The ...

Planners prepare for retirement shock

MICHELLE BALTAZAR  |  MONDAY, 20 JUL 2009
... think the change could be forced into the industry," said McKeon. One planning firm that's taken the issue seriously is WealthSure Advisers, a planning firm with over $3 billion in funds under advice and more than 300 financial planners nationally. The ...

Coin to underpin Wealthsure

HAMISH MADDEN  |  TUESDAY, 25 JUL 2006
Macquarie owned Coin Software will be rolling out its software to 130 Wealthsure planners following an announcement that the two had entered into a strategic partnership. Managing director of Coin, Tony Graham, said Coin had already managed a staged ...
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