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Showing 771 - 780 of 10109 results for "Financial services"

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... some material changes." Jones said: "Financial advisers are already registered by their authorising Australian Financial Services licensees under Stage 1. Not proceeding with Stage 2 removes unnecessary red tape on individual advisers."

Convicted adviser banned over $2m theft

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... said. He will be eligible for parole on 14 August 2026. As a result, King has been banned from providing any financial services, and he will not be able to control or engage with one or more other entities that carry a financial services business. He ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently at Mutual Trust, which was established nearly a century ago to manage the affairs of the Baillieu family ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... and insurance bonds. Kumar launched Foresight in 2015 after identifying a gap for forensic research in the financial services market. Before Foresight, Kumar's spent more than two decades working in research, analytics, and portfolio management roles ...

Insignia exec appointed local chief of MUFG Retirement Solutions

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... relationships in Australia and New Zealand, which is MUFG's largest market. MUFG called him a seasoned financial services executive with over 30 years of experience spanning life insurance, superannuation, retirement and banking. Lombardo's career ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... senior product manager, strengthening its leadership in investment trusts. Hugh's extensive experience in financial services will drive product development to meet evolving client needs. Hugh is a former head of product at Mercer and held senior ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... financial adviser who failed to provide appropriate superannuation contribution advice has been ordered by the Financial Services and Credit Panel (FSCP) to undertake further education. The adviser, referred to as "Mr. D", provided advice that led to ...

Westpac names new chief executive of wealth

ELIZA BAVIN  |  TUESDAY, 4 FEB 2025
... take over the role from the acting chief executive mid-year. Westpac said Fowler is an exceptional leader in financial services and brings a career spanning more than 20 years in institutional banking, corporate finance and wealth management to the role. ...

CSLR review will scrutinise effect on businesses

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... matters, as well as any other current and recent reviews and inquiries that may be relevant. Outgoing minister for financial services Stephen Jones last Friday announced the government will launch a review of the scheme. The CSLR was introduced to provide ...

Syfe bids for SelfWealth, ups BFG's offer

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... at November 12, which was the day before BFG announced its proposed acquisition. A few days later, AxiCorp Financial Services threw its hat in the ring, offering 23 cents per SelfWealth share, which was one cent more than BFG's initial offer. BFG ...