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Showing 51 - 60 of 115 results for "Dixon Advisor"

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
E&P Financial Group has exited its chief executive Peter Anderson one month earlier than flagged. The ASX-listed wealth firm announced that its board "determined to bring forward the succession by one month to today's date [December 1], marking the ...

E&P settles class action for $16m

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2023
E&P Financial Group has settled a class action relating to investment advice representatives gave for its in-house product, the Masters Residential Property Fund (URF) for $16 million. The lawsuit led by Shine Lawyers alleged that E&P's financial ...

Life insurance complaints drop 24%

KARREN VERGARA  |  WEDNESDAY, 25 OCT 2023
The number of life insurance complaints may have declined 24% in the 2023 financial year, but policyholders continue to complain about claims-handling delays and insurers peddling misleading information. According to the Australian Financial Complaints ...

Legacy issues, business overhaul plague E&P results

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Legacy issues and ongoing structural changes continue to plague E&P Financial Group as it looks for better performance under the new chief executive in FY2024. The ASX-listed firm reported sinking revenues and profits in the last financial year of $167.1 ...

ASIC takes Dixon Advisory director to court

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
ASIC is taking former Dixon Advisory & Superannuation Services (DASS) director Paul Ryan to the Federal Court in an alleged breach of duties that led to creditors suffering significant losses. The corporate regulator believes Ryan put the interests ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
Financial advice firms are "problematically" sidestepping compensation payments after the Australian Financial Complaints Authority (AFCA) hands down a decision, using the excuse that they do not have professional indemnity insurance (PII). Out of 5400 ...

E&P appoints new chief executive

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
E&P Financial Group named a new chief executive as the incumbent announces his resignation after four years at the helm. Peter Anderson, who is also managing director, is to step down on December 31. He will be replaced by head of E&P capital Ben Keeble. ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
Financial advisers from large aligned AFSL groups bear the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows ...

Adviser complaints rise, super complaints decrease

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
The number of superannuation complaints have slashed while those related to financial advisers have shot up, the latest statistics from the Australian Financial Complaints Authority (AFCA) shows. In the six months to December 2022, AFCA received 2538 ...

Government introduces FAR, CSLR Bills

ANDREW MCKEAN  |  WEDNESDAY, 8 MAR 2023
The Financial Accountability Regime and Compensation Scheme of Last Resort have been introduced to Parliament by Assistant Treasurer Stephen Jones. The Financial Accountability Regime (FAR) Bill 2023 aims to promote accountability and responsible behaviour ...