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Showing 31 - 40 of 261 results for %22Charter Financial Planning%22

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
A high-net-worth financial advice firm formerly licensed by Hillross Financial Services has merged with William Buck. Brisbane-based Hillross Montefiore & Co. operated under the banner of William Buck as of yesterday. Director and private client adviser ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... by the SMSF Advisers Network (647), Morgans Financial (469), Synchronised Business Services (422), Charter Financial Planning (411) and Consultum Financial Advisers (375). Morgans (179), Commonwealth FP (179) and Aware Financial Services (162) are the ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... to lobby for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants ...

HESTA hires growth executive

JAMIE WILLIAMSON  |  THURSDAY, 9 SEP 2021
... and another six years with AMP thereafter. Before leaving in 2017, he served as managing director, Charter Financial Planning, ipac Financial Planning, Jigsaw and SMSF Advice. Mitchell-Adams joins the HESTA leadership team as it implements its three-year ...

FPA appoints FPEC chair

ANNABELLE DICKSON  |  MONDAY, 23 AUG 2021
The Financial Planning Association of Australia (FPA) has named Sharon Taylor's replacement as chair of the Financial Planning Education Council (FPEC). Marc Olynyk is a senior lecturer in financial planning and superannuation and director of work integrated ...

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
The Compensation Scheme of Last Resort (CSLR) will lock out victims of financial misconduct or fraud who pursue court proceedings - something that is inherently unfair, according to law firm Maurice Blackburn. Maurice Blackburn principal lawyer Josh ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... newly proposed compensation scheme of last resort. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers ...

AMP sued over corporate super misconduct

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... involving AMP Superannuation, AMP Life (now Resolution Life NZ), AMP Financial Planning, AMP Services, Charter Financial Planning and Hillross Financial Services. It is alleged the misconduct saw AMP pocket more than $600,000 in financial advice fees ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... ASIC's Financial Adviser Register shows. Morgans Financial (470), Synchronised Business Services (434), Charter Financial Planning (421) and Consultum Financial Planning (383) were included in the top 10 largest licensees. Consultum is part of the ...