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Showing 571 - 580 of 9925 results for "Financial Services"

Convicted adviser fails to appeal prison sentence

MATTHEW WAI  |  THURSDAY, 20 FEB 2025
... ultimately rejected by the Court of Appeal (Victoria) yesterday. Grimm was initially banned by ASIC from providing financial services for 20 years in 2016, tied to his role as a director at the wound up business Ostrava Equities where it was found to ...

ASIC proposes further breach reporting relief

ANDREW MCKEAN  |  WEDNESDAY, 19 FEB 2025
ASIC is proposing additional relief for financial services businesses, which would scrap the need to report minor or technical breaches that don't result in a financial loss. The relief is intended to ease the compliance load on financial services ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... private investment opportunities for clients and partner businesses. Herd has over 25 years of experience in financial services, most recently as a director of global investment services at Westpac - and in a previous tenure at the bank, a director of ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... and SW State Manager for Perpetual and two years at Fidante. Burroughs also previously worked for Challenger Financial Services and Colonial First State. This follows the recent appointment of Huw O'Grady in a similar role as GCQ looks to beef up ...

ART, MLC AM, HESTA name directors

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... president of the Australian Services Union. "Both Marnie and Jenny bring strong experience, skills and insight in financial services and superannuation to the ART board," said ART chair Andrew Fraser. "I am pleased that Marnie has chosen to contribute ...

Super moves: VFMC, QIC, Prime Super

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... Prime Super as the fund continues to beef up its operational and enterprise risk and compliance. Ye joined the financial services risk and regulatory team at Deloitte, and before that, working on the corporate treasury and capital markets team as an ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... licensees unprepared to respond quickly but safely to innovations from competitors," ASIC said. "ASIC is urging financial services licensees to ensure their governance practices keep pace with their accelerating adoption of AI."

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... five years to June 2023. According to research from the University of Adelaide's International Centre for Financial Services (ICFS), commissioned by the SMSF Association (SMSFA), the five-year annualised rate of return (ROR) on SMSFs between 1 July ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... recently served as head of research services at Entireti - formed through the merger of Australian Unity Personal Financial Services and Fortum Private Wealth - a role he has held for over seven years. Prior to Entireti, he also held research and advice ...