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Showing 51 - 60 of 10913 results for "Planning"

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
... market leading advice business and broaden access to high-quality financial advice." FWA is licensed by Charter Financial Planning, which sits under Entireti's umbrella of financial services firms. Hudson said the transaction supported a smooth leadership ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... them to switch their super so they could invest in the now collapsed schemes, ASIC said. While working at AS Financial Planning, Monte Silva was an authorised representative of Financial Services Group Australia and, between July and August 2023, he ...

Aussies remain 'positive' about retirement: Challenger

MATTHEW WAI  |  MONDAY, 13 APR 2026
Despite a slight improvement in retirement sentiment, Challenger believes better access of financial education among older Australians, particularly regarding lifetime income stream strategies, will be beneficial to retirees. The third annual Challenger ...

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA  |  MONDAY, 13 APR 2026
Former financial adviser Rhys Reilly has been banned from working in financial services for 10 years for "serious misconduct" in which he flogged the First Guardian Master Fund in return for conflicted remuneration. ASIC's investigation into Reilly ...

ASIC concerns over Interprac sale 'unfounded': Sequoia

JAMIE WILLIAMSON  |  FRIDAY, 10 APR 2026
Sequoia Financial Group says ASIC's concerns around what the sale of Interprac Financial Planning might mean for its creditors are "unfounded", while also saying it is working with ASX to determine whether shareholders are required to approve the ...

Former Venture Egg adviser permanently banned

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
... from any involvement in the financial services and credit industries. Papapavlou was authorised by Interprac Financial Planning as of September 2021 and worked for Venture Egg from October 2021 to July 2023. After leaving Venture Egg, he went on to be ...

Sale of Interprac raises eyebrows at ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 8 APR 2026
ASIC wants the Federal Court to appoint a receiver to investigate the fire sale of Interprac Financial Planning to Conquest Investment Partners, saying it has concerns over what it may mean for the advice group's creditors. The regulator has applied ...

Treasury proposes lead generator, super switching reforms

KARREN VERGARA  |  WEDNESDAY, 8 APR 2026
... risks for members by creating a pool of funds which bad actors may seek to target. For platform trustees, Treasury is planning potential changes that include imposing mandatory holding limits for certain investment options and tougher due diligence when ...

Viridian targets double-digit growth

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2026
Viridian Financial chief executive Raamy Shahien told Financial Standard he is focused on continuing to grow the business through hires and more mergers and acquisitions (M&A), targeting a double-digit growth rate. "We've always been clear that ...

Calm urged as global markets look 'increasingly unstable'

ELIZA BAVIN  |  TUESDAY, 7 APR 2026
... Blakey said. "Our highly experienced and skilled investment team is closely monitoring developments and updating scenario planning to help ensure our ongoing activities manage emerging risks and take advantage of new opportunities."