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| | | ... secret weapon These are sentiments echoed by John Manserra, a senior financial adviser and director at Geelong-based Apex Advice. Manserra's client base are unlikely to be described as 'high-net-worth individuals' but he says many of them ... |
| | | | ... on October 20, but the review application of ASIC's decision is ongoing. According to ASIC, Spooner gave inappropriate advice when he recommended clients invest most of their superannuation in the High Growth and Growth options of the Shield Master Fund ... |
| | | | ... across legal, investment, transformation and operational efficiency within superannuation, investment management, financial advice and banking services, to the role. Lane was most recently consulting to Australian Retirement Trust on a transformation ... |
| | | | ... use HUB24's platform and services, it said, highlighting that it ranked first in the Adviser Ratings 2025 Australian Advice Landscape Report for Overall Satisfaction and ranked first in nine out of 10 other categories. HUB24 continues its growth ... |
| | | | ... interaction that they had with our education team who went out and talked to them and provided them with guidance and our advice as well," she said. She highlighted Brighter Super's strategy of being an outsourced manager and referring investment decisions ... |
| | | | ... positive quarter for the business, with each of our three business lines reporting growth in assets managed, assets under advice or administration, largely benefitting from continued growth in markets in which they operate," Reilly said. "In our asset ... |
| | | | ... said. Despite ongoing issues in the superannuation sector, AFCA said it noted no systemic risks within the investments and advice industry. "AFCA did not confirm any systemic issues in the investments and advice product area in the past two quarters. ... |
| | | | ... crisis before suspending trading in February 2019 before committing to divest all its operations - including financial advice business Spectrum Wealth Advisers - and eventually appointing liquidators in February 2020. ASIC launched the civil action proceedings ... |
| | | | ... and offering managed accounts to retail clients. "We will consider compliance with the general licensee obligations and advice conduct obligations. Our surveillance will focus on governance frameworks, management of conflicts of interest, and outcomes ... |
| | | | ... Lonsec's market presence. Robinson called the appointment a pivotal moment for Lonsec. "Her deep understanding of the advice landscape and passion for client success make her the ideal person to lead our sales strategy. With our leadership team now ... |
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