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Showing 41 - 50 of 4369 results for "Financial Advice"

Five promoted at Frontier Advisors

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
... team, Frontier said. Anthony Luxford and Dan Manser are now senior consultants. Luxford previously worked in financial advice, including as a paraplanner, before joining Frontier as an associate in 2021. He works in the emerging institutional investor ...

Super Consumers Australia raises concerns over Treasury reforms

RIDDHIMA TALWANI  |  THURSDAY, 9 APR 2026
... system. In the CSLR reforms, Treasury proposes revising the treatment of counterfactual loss for CSLR-eligible financial advice complaints. The Australian Financial Complaints Authority (AFCA) generally determines loss in financial advice complaints ...

WT Financial Group welcomes first chief financial officer

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... Michael Peters has been appointed to the newly created role and will accelerate its consolidation effort across the financial advice sector, while driving earnings growth through all initiatives, the group said. He will also take leadership of WTL's ...

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... complexity across the advice industry. Melville brings more than 30 years' experience across wealth management, financial advice, and banking. He spent over 20 years at Macquarie Group, most recently leading the virtual adviser network within wealth ...

Treasury proposes lead generator, super switching reforms

KARREN VERGARA  |  WEDNESDAY, 8 APR 2026
... lapse after a further three business days. Treasury also wants to limit fee deductions for switching-related financial advice and introduce codification obligations for receiving super funds to review advice fee deductions. "The collapses of Shield and ...

Treasury opens CSLR funding, sustainability consultation

KARREN VERGARA  |  WEDNESDAY, 8 APR 2026
... 'waterfall' framework to respond more predictably to large-scale, investment-related losses arising from personal financial advice misconduct where costs exceed the annual sub-sector levy caps." This means that any funding shortfall would be ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... Geographe Financial Group. The presence of Edwards in the Southwest will play a key role in delivering integrated financial advice solutions to farming clients through the Aviso WA network, Gilmour said. He added Integro's current partnership with ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... 2026. To date, 22,611 individuals have sat the exam and 92% (20,963) have passed, ASIC said. This comes after the Financial Advice Association of Australia (FAAA) made a submission to the Jobs and Skills Australia (JSA) consultation urging the inclusion ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
... Nathan Jacobsen as chief operating officer in February this year. The partnership supports AZ NGA's plans for a financial advice hub in the area to service key locations like Young, Wagga Wagga and Orange, where many individuals and families have complex ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ...