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Showing 51 - 60 of 3894 results for "Financial advice"

A quarter of advised Australians nervous about retirement

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... retirees felt their happiness would improve with access to the right financial education, as well as support through financial advice and a regular income to enjoy a safe, stable retirement. This would empower retirees with the confidence to spend and ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... joins us at an important time where we're focused on growth and continuing to build our offer to help quality financial advice to thrive," he said. " Following Westpac's decision to retain BT we're looking forward to the future and building a simpler ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... marketing officer. Prior to that, she spent over 10 years at OnePath and MLC in sales strategy and advice roles. "Financial advice is life changing and this role enables me to make a greater difference in helping more people get access through the growth ...

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
... 1 and 30 June 2025. CSLR expects to pay 129 claims for this period, of which 86 relate to Dixon Advisory. The Financial Advice Association Australia (FAAA) slammed the CSLR levy as 15,624 registered advisers will have to fork out about $1200 each. Berry ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... and therefore entitled to the protections of the best interest duty. The complainant also argued that personal financial advice was provided and that the advice was inappropriate. "The financial firm on the other hand, said that the SMSF was a wholesale ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
The legislation housing the first tranche of financial advice reforms that promise to reduce red tape was introduced in parliament today. Some of the recommendations from the Quality of Advice Review (QAR) include amending ongoing fee arrangements (OFA) ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... for the wider Australian Muslim community last year that also includes providing access to Islamic pensions, financial advice and retirement and estate planning. Islam said the Islamic SMSF worked on several different levels. Firstly, because buying ...

ASIC bans director who promised 150% returns

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
The Australian Securities and Investments Commission (ASIC) has banned Brian Jacques Creigh from providing financial advice or being involved in a financial services business. Creigh is the director of Panacea Capital. He operated the Panacea Capital ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... cancelled by ASIC in 2020 after two-year battle that began when ASIC surveillance found it was providing poor financial advice and wasn't adequately supervising representatives. Rose's banning has been recorded on ASIC's banned and disqualified ...

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
The financial advice industry will be forced to pay $18.5 million to fund the Compensation Scheme of Last Resort's (CSLR) first year of operation, drawing outrage from the sector. The government released its estimates for the first and second phase ...