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Showing 611 - 620 of 10432 results for "advice"

Former Sydney adviser sentenced to three years

MATTHEW WAI  |  MONDAY, 19 MAY 2025
... "clearly in a position of trust and he broke the trust of the 12 victims for whom he was supposed to be providing financial advice and assistance". Valvo's guilty plea was taken into account by the Judge when handing down sentence. ASIC deputy chair ...

Former adviser accused of theft loses lengthy extradition fight

JAMIE WILLIAMSON  |  FRIDAY, 16 MAY 2025
... that between 2009 and 2013 she is alleged to have stolen more than $4.1 million from clients, most of which were receiving advice related to their SMSFs. After Ballast revoked Pearson's authorisation, she moved to New Zealand and voluntarily came ...

Global X snaps up executive from AMP's North platform

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... industry, having held leadership roles at AMP, National Australia Bank and MLC, in addition to eight years providing wealth advice as a financial planner. Global X noted his extensive experience in financial services, relationship management and strategic ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... management and action client requests on the wrap investment platform North. The dashboard is a centralised tool that enables advice practices to manage and track client activities on every step. Users can view the full status of in-progress activities ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
... University, and also previously taught economics at Yale and at Monash University. In welcoming Mulino to the role, Financial Advice Association Australia chief executive Sarah Abood said she is looking forward to working with him on areas in need of ...

HESTA members to keep paying fees as disruption continues

ELIZA BAVIN  |  MONDAY, 12 MAY 2025
... have also established and are integrating a new contact centre, digital services and mail house to ensure ongoing support, advice and communication with members." The spokesperson added that all transitions of external administrators involve different ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... appear at Blacktown Local Court on June 16. According to the Financial Advisers Register, Popal first provided financial advice in 2004 and was previously an authorised representative for Alpha Investment Management from April 2014 to March 2016. During ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
Financial Advice Association Australia (FAAA) chief executive Sarah Abood has voiced concerns about the future of Div 296, given Labor's overwhelming victory at the federal election. The proposed 30% tax on superannuation balances above $3 million could ...

Industry bodies call for delay to Payday Super

JAMIE WILLIAMSON  |  FRIDAY, 9 MAY 2025
A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028. In a joint submission to Treasury, eight industry lobby ...