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Showing 501 - 510 of 4381 results for "financial advice"

Retiree dilemma: Supporting children or preserving lifestyle?

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... built in a number of ways, including increasing financial literacy and knowledge through education resources and financial advice, and through the use of solutions that provide greater assurance on lifetime income," he said. Given retirees' attachment ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Four financial advice firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves ...

HESTA pushes for expediated advice reforms

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... possible. "We believe these proposed reforms can better support super funds like HESTA to provide more holistic financial advice, which considers a couple's Age Pension eligibility and financial position, including assets held outside of super," Blakey ...

Equip Super names chief experience officer

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... for members. Cameron said at the time that the newly created CXO position brings together the member office and financial advice teams. Charlie Yanni was acting CXO in addition to his job as chief growth officer while the fund searched for a candidate. ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... the depth of knowledge, skills and professionalism we have within the financial planning industry," he said. Financial Advice Association Australia (FAAA) chief executive Sarah Abood said: "I congratulate Nathan on persevering with his studies alongside ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... are now more aware of their complex needs, and there are not enough advisers to supply the service, he said. "Financial advice is about having a strategy in place to protect and grow wealth, but it also needs to educate clients on how they can manage ...

AFCA to expel Dixon Advisory

KARREN VERGARA  |  THURSDAY, 30 MAY 2024
... the member being expelled." AFCA received a total of 2492 complaints related to DASS at the end of April. The Financial Advice Association Australia (FAAA) chief executive Sarah Abood said the membership has been extended twice despite the fact the company ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks.

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... spokesperson for Insignia Financial said: "As announced to the market last July, we have been making changes to our financial advice operating model." "Insignia Financial's head of research and retirement income role has been impacted as part of ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... 2020 to 31 August 2022. Nabi is the founder and chief executive of Brisbane-based Guardian Group, which offers financial advice and real estate agent services. He has been a director of Guardian Group Financial Planning since 5 January 2018. Nabi previously ...