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Showing 31 - 40 of 5778 results for "Financial adviser"

AFSL specialist snags Entireti head of advice risk

MATTHEW WAI  |  TUESDAY, 20 OCT 2026
Self-licensing firm My Dealer Services (MDS) has welcomed a senior risk and compliance director, as it continues to expand self-licencing initiatives while restructuring roles within the business. Viki Whitehead has joined as advice and Australian financial ...

Showcase: A technical advantage

THE FINANCIAL STANDARD TEAM  |  MONDAY, 19 OCT 2026
... Reference number: RIC261007000474. Disclaimer The information in this document is designed for professional Financial Adviser use only and contains general information only about our financial products. It is not intended to constitute financial product ...

ASIC bans 14th adviser from MWL

MATTHEW WAI  |  MONDAY, 19 OCT 2026
ASIC has banned yet another former financial adviser from MWL Financial Services, bringing its total adviser bans - according to public records - to 14. ASIC has banned Pardeep Singh from providing financial services for four years, after finding he ...

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... bolster our east coast expansion." Enders joins Integro from Nestworth, where he most recently worked as a senior financial adviser. His experience spans financial planning, investment strategies, retirement planning and client relationship management. ...

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
The financial adviser who helped set up Aon's wealth management business in Singapore lends her expertise in a newly-created role at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners ...

Former adviser defies permanent banning orders

KARREN VERGARA  |  WEDNESDAY, 14 OCT 2026
Former financial adviser Ezzat Daniel Nesseim has defied ASIC's permanent banning orders and is in the process of being prosecuted. Nesseim was slapped with permanent banning orders by the regulator between 2018 and 2019 that barred him from providing ...

HUB24 boosts adviser engagement with new hire

MATTHEW WAI  |  TUESDAY, 13 OCT 2026
HUB24 has appointed an executive hiring from Allianz Retire+ to oversee its technical services functions for better engagement with advisers. Justine Marquet has joined the platform as head of technical services, a role she held with Allianz Retire+ ...

Equip Super launches new campaign with Supercars champion

MATTHEW WAI  |  FRIDAY, 9 OCT 2026
... Australians to take their financial future seriously. "When I came back to Australia in my early 20s, I met with a financial adviser through a recommendation from some of the older guys I knew. They gave me some pretty direct advice about planning for ...

ASIC sues another former Venture Egg adviser

VINNY VUCAGO  |  WEDNESDAY, 7 OCT 2026
ASIC has launched civil penalty proceedings against former financial adviser Osama Saad, alleging he participated in schemes designed to avoid conflicted remuneration laws and provided unsuitable advice that directed hundreds of clients' superannuation ...

APRA flexes fresh powers, zeros in on trustees

ELIZA BAVIN  |  WEDNESDAY, 30 SEP 2026
The Australian Prudential Regulation Authority (APRA) has released a package of proposals to strengthen trustee investment governance and better protect members' retirement savings. APRA said the reforms are the next phase of its multi-year focus on ...