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Showing 741 - 750 of 10925 results for "Planning"

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... October of 2019. He holds a Master of Professional Accounting from the University of Wollongong and a Diploma of Financial Planning. "I am overjoyed to be named the recipient of the Gwen Fletcher award, and to be honest I am still in shock at hearing ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
A former Viridian Advisory financial adviser has stepped out to launch a new venture, Freshwater Wealth, which caters to high-net-worth individuals. Sydney-based founder and partner Roger Perrett set up Freshwater Wealth, which is licensed by Centrepoint ...

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
A former Capstone Financial Planning adviser who forged clients' signatures to steal from them is now permanently banned. Christopher Nairn was found by ASIC to have falsified numerous documents by forging client signatures to gain access to and misappropriate ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... Investment Trends associate research director Ludovic Sevestre said more people are taking control of their retirement planning. "Our data also reveals that the more interactions non-retirees have had with their super fund over the past year, the more ...

APRA hits Mercer with additional licence conditions

ELIZA BAVIN  |  TUESDAY, 28 MAY 2024
... work underway to accelerate the transformation of our risk management culture and practices, our business continuity planning and management of service providers. We will continue to work closely with APRA to finalise and deliver to an agreed plan."

GSFM to distribute new strategy in Australia

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... superannuation funds, foundations, families, and high-net-worth individuals has been positive, so much so that GSFM is planning for a fund launch as early as Q3 2024. EQMC is managed by a multi-disciplinary 14-member investment team spearheaded by Alantra ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... previously served as head of advice business services at Colonial First State and led strategy for Commonwealth Financial Planning for two years. She also held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Group, which offers financial advice and real estate agent services. He has been a director of Guardian Group Financial Planning since 5 January 2018. Nabi previously worked at Sentinel Private Wealth for more than a year before joining Life Plan FP ...