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Showing 491 - 500 of 10925 results for "Planning"

FSCP deregisters adviser for two years

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
A financial adviser who provided "incompetent" SMSF advice has been barred from practising in the industry for two years by the Financial Services and Credit Panel (FSCP). Glenn Paul Meilak helped clients set up SMSFs in a way that was "systemic" and ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... the existing universities offering financial advice education. "It will be important to confirm that existing financial planning courses will remain approved in the new world and that these existing programs remain an important pathway for new entrants ...

MLC Life names chief risk officer

JAMIE WILLIAMSON  |  MONDAY, 10 FEB 2025
... transformation. "Melissa is a highly respected leader with more than 25 years' experience spanning insurance, financial planning, superannuation and asset management," MLC Life chief executive Kent Griffin said. "Since joining MLC Life Insurance, Melissa ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
The federal government is backtracking on one key financial adviser education requirement by scrapping the list of approved qualifications and proposing to allow any bachelor's degree or higher. Assistant treasurer Stephen Jones this morning announced ...

Keybridge Capital enters voluntary administration

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... Keybridge's case, leading to an appeal being lodged in the Federal Court which was also denied. Keybridge has been planning a capital raise since November 2024, with the proceeds to help pay for the "extraordinary unbudgeted legal costs" associated ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... services (HACS) workers, which make up the majority of the fund's members. The research identified the complex process of planning for and entering retirement which is further complicated by the tendency of many HACS workers to adopt permanent 'semi-retirement' ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... according to a statement from Viola. "His approach includes working with external advisers across philanthropy, estate planning, and consulting, further enhancing the firm's ability to deliver bespoke solutions tailored to each family's unique vision ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... advisers at no extra cost to discuss their results and determine the next best step for their superannuation and retirement planning. For those with more complex advice needs, pathways to more comprehensive advice are also available, AMP said. AMP group ...