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| | | A former Viridian Advisory financial adviser has stepped out to launch a new venture, Freshwater Wealth, which caters to high-net-worth individuals. Sydney-based founder and partner Roger Perrett set up Freshwater Wealth, which is licensed by Centrepoint ... |
| | | | The Australian Financial Complaints Authority (AFCA) is set to kick out Dixon Advisory & Superannuation Services (DASS) as a member over the next few weeks. AFCA announced on May 28 that the administrator of DASS has 21 days to reply to the proposal. ... |
| | | | Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins ... |
| | | | Former Sunshine Coast financial adviser Brett Gordon has been permanently banned from providing financial services and engaging in credit activities following his conviction for fraud offences last month. This prohibition extends to any role within ... |
| | | | T. Rowe Price has announced the appointment of Camilla Banasiak as relationship manager to grow its financial adviser client base in New South Wales. In the role, Banasiak will be a key member of the firm's Australian intermediary team to identify suitable ... |
| | | | ... Corporate Trust, for about $4.5 million. At that time, it had 103 active advisers. As of last Thursday, the ASIC Financial Adviser Register shows it has 61. Once they transition, Infocus will be home to more than 210 advisers. Infocus will have some ... |
| | | | Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ... |
| | | | ASIC slapped a three-year ban on a former Life Plan FP financial adviser for failing to act in the best interests of clients and not being able to maintain "high standards". Gawad Nabi, who served as an authorised representative of Hobart-based Life ... |
| | | | A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ... |
| | | | ... pension strategies, estate planning or keeping trustees well-informed about regulatory changes, who better than a financial adviser to provide guidance around these topics?" Reflecting the growing digital world, SMSFs with unmet advice needs are increasingly ... |
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