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Showing 41 - 50 of 4057 results for "Financial Planning"

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON  |  FRIDAY, 6 FEB 2026
... platform. His family and friends also lost money from the scam. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't spot a scam then "Joe Blow out there ...

Deadline approaches for Shield, First Guardian victims

MATTHEW WAI  |  FRIDAY, 6 FEB 2026
... has since provided the outcomes for MWL Financial Services, Financial Services Group Australia, and Interprac Financial Planning.

Former AMP adviser banned over false documents

JAMIE WILLIAMSON  |  THURSDAY, 5 FEB 2026
... documents, The conduct occurred while Nong was working at 360 Financial Strategists and licensed through AMP Financial Planning, now Akumin Financial Planning. ASIC determined Nong was not fit and proper, nor did he have the honesty, character, trustworthiness ...

Interprac ordered to pay $120k over Shield advice, blames Macquarie

MATTHEW WAI  |  TUESDAY, 3 FEB 2026
Interprac Financial Planning will need to pay approximately $120,000 in compensation to a complainant over inappropriate advice provided in relation to the Shield Master Fund, the Australian Financial Complaints Authority (AFCA) lead decision reveals. ...

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
... seeking an alternative to trade sales or buyouts, it said. It will also enable the advice group to offer enhanced financial planning, accounting, lending and personal risk advice under a single multidisciplinary model. Infinity Financial Consultants ...

AWAG partners to form $240m wealth business, names principal

MATTHEW WAI  |  WEDNESDAY, 28 JAN 2026
... and administrative support, capital and business referrals. Rob Gould, who was most recently the director of financial planning at Bentleys Wealth, has been appointed as principal to lead CHN Wealth. He brings close to 40 years' experience across the ...

'No benefit in switching super': AFCA finalises FSGA lead decision

RIDDHIMA TALWANI  |  TUESDAY, 27 JAN 2026
... quickly and consistently," Singh said. The complaint for FSGA refers to inappropriate advice provided by 5 Point Financial Planning, formerly associated with FSGA. Recently AFCA released its lead decision on MWL Financial Services, under which complainants ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... investment consultant for NQ Super Atchison, saying they all contributed to member losses other than ETSL. Interprac Financial Planning and Venture Egg were also mentioned. In EQT's eyes, losses to members were caused by financial advisers' wrongdoing ...

Commonwealth Super anticipates advice take-off

MATTHEW WAI  |  MONDAY, 19 JAN 2026
... general insights to members seeking more information to benefit their financial wellbeing. According to CSC financial planning manager Martin Gee, some 85% of appointments have resulted in members feeling more confident in their financial decision-making. ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... 15,151. SMSF Advisers Network recorded the largest outflow (-59), dropping to 90. It is followed by Interprac Financial Planning, down 28 to 257 during the period. Both Consultum Financial Planning and Telstra Super Financial Planning saw their adviser ...