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Showing 51 - 60 of 301 results for "Gold Coast"

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
... was partnering with Escala Partners to expand its presence in the ultra-high-net worth space. It also has a stake in Gold Coast-based Financial Professionals. The firm has more than 60 partners. It reported over $900 million in revenue for FY18. For ...

Former SMSFA chair returns to role

HARRISON WORLEY  |  WEDNESDAY, 19 FEB 2020
... the SMSF Association, taking on the role from the end of the association's 2020 conference, which kicked off on the Gold Coast today. Hamilton takes the job from Robin Bowerman, who stepped in to fill the void left by Deborah Ralston in September, when ...

Corrupt adviser banned, AFSL canned

ALLY SELBY  |  TUESDAY, 4 FEB 2020
... and responsible manager of Smart Solutions, a financial advice business based out of Brisbane and Broadbeach on the Gold Coast. The ASIC review found the Smart Solutions director recommended clients switch out of their existing superannuation and insurance ...

FASEA exam dates revealed

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 OCT 2019
... 2-7. The February sitting will be held in Sydney, Canberra, Melbourne, Brisbane, Townsville, Adelaide, Perth, Hobart, Gold Coast, Wollongong, Cairns, Ballarat, Launceston, Port Macquarie, Traralgon, Tamworth, Townsville and Newcastle. The April sitting ...

Inaugural FASEA exam results in

KARREN VERGARA  |  THURSDAY, 8 AUG 2019
... Brisbane, Melbourne, Adelaide, Perth, Darwin and Hobart. For September, regional sittings will be offered in Townsville, Gold Coast, Cairns, Newcastle, Wollongong, Ballarat and Bunbury. For December, 10 regional centres will be offered in Townsville ...

FASEA exam results expected soon

HARRISON WORLEY  |  WEDNESDAY, 31 JUL 2019
... demand. FASEA said at least two sitting days of exams would be available for advisers in September across Townsville, the Gold Coast, Cairns, Newcastle, Wollongong, Ballarat and Bunbury, with up to two sessions available each day. The authority confirmed ...

Former Gold Coast adviser banned

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... Austplan after clients were found to have been placed in a vulnerable financial position as a result of his advice. Gold Coast financial adviser Daniel Renneberg is banned from providing financial services for five years after ASIC surveillance found ...

ASIC bans Gold Coast adviser

ELIZABETH MCARTHUR  |  TUESDAY, 23 APR 2019
ASIC has banned a Gold Coast financial adviser from providing financial services for six years. ASIC found that Rodney Peters represented to clients that he had authority to engage in discretionary trading when this was not the case. Peters was previously ...

FASEA confirms CFP recognition

HARRISON WORLEY  |  TUESDAY, 26 MAR 2019
... Assistant Treasurer Stuart Robert in October last year at the Association of Financial Advisers' national conference on the Gold Coast. In his maiden speech to the advice industry, Robert said some advisers would be eligible to receive up to four credits ...

NFP super funds rise to occasion post-Royal Commission

KARREN VERGARA  |  THURSDAY, 14 MAR 2019
... performance. This was a key message at this year's Conference of Major Super Funds (CMSF), which kicked off at the Gold Coast Convention and Exhibition Centre yesterday. Welcoming about 1000 delegates representing over 50 super funds, Australian Institute ...