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Showing 61 - 70 of 5647 results for "financial adviser"

Super Consumers Australia raises concerns over Treasury reforms

RIDDHIMA TALWANI  |  THURSDAY, 9 APR 2026
Super Consumers Australia has called for the government to focus on reforms that will actually protect people, warning against ineffective measures and those that will harm victims. It raised concerns over the proposal to remove the 'but for test' from ...

ASIC bans another MWL adviser

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
ASIC has banned another MWL financial adviser David Lofthouse for three years for advising clients to invest at least 75% of their superannuation savings into the High Growth or Growth class of the Shield Master Fund. ASIC said Lofthouse gave six clients ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... into a key agricultural and regional hub," Gilmour said. As part of the merger, Lighthouse Capital Southwest financial adviser Travis Edwards joins Integro as partner and private wealth adviser after nine years at the business. He has over 17 years of ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI  |  TUESDAY, 7 APR 2026
The pass rate has surpassed 70% for the first time in a year. In the March exam cycle, 292 sat the exam and 209, or 71.6%, passed the exam. Some 227 (77.7%) sat the exam for the first time. Unsuccessful candidates will receive general feedback on areas ...

Digital assets framework bill passes, paves the way for consumer confidence

MATTHEW WAI  |  THURSDAY, 2 APR 2026
Digital assets providers will be required to obtain an Australian financial services licence (AFSL) under new legislation. The Corporations Amendment (Digital Assets Framework) Bill 2025, which amends the Corporations Act 2001 and the Australian Securities ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
... Planning late last year, as the firm continues to expand its network. Established in 1990, Back to Back is led by financial adviser Justine Back, with 24 employees including three other advisers. The business has a strong referral network in Sydney and ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... feel comfortable enough, to start to open up about what's in their heart and mind." Principal Edge senior financial adviser and partner Dwayne Fernandes says allowing the parents to explain to their family why they have made the choices they have ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Channel Capital has added a distribution director, strengthening its team at a time of growing demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping ...