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| | | ... nearly 50% since the start of the year, compounded by ASIC's recent lawsuit against subsidiary InterPrac Financial Planning, which has wiped millions from its market cap. Sequoia's share price opened at 23 cents this morning after riding as high ... |
| | | | ... emerging adviser. The FAAA University Student of the Year Award, which recognises members who are enrolled in a financial planning related course in a tertiary institution or equivalent, was given to Katherine Mitterer. She is currently studying a Bachelor ... |
| | | | ... roles, primarily right now in the Philippines and in India, to give them an opportunity to complete Australian financial planning qualifications," she said. "Potentially we can move them back onshore at the point at which they become eligible for a professional ... |
| | | | ... Separately, in the same week, ASIC also commenced legal proceedings against MWL Financial Services and Interprac Financial Planning over Shield and First Guardian advice failures. |
| | | | ... Super Board, where he led investment teams. Giudice, meanwhile, brings nearly 20 years' experience across financial planning, institutional consulting and asset management, joining JANA nine years ago from Whitehall Capital, Willis Towers Watson ... |
| | | | ASIC is taking Interprac Financial Planning to court over its failure to ensure representatives acted in clients' best interests. It's also been accused of lacking adequate risk management systems. The regulator said it was because of "critical ... |
| | | | ... Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial planning, accounting and mortgage broking businesses across Australia, including existing Evidentia clients. Key members of Encore's ... |
| | | | ... Australia, respectively. Cooke previously worked at North as a new business sales manager and also at Count and AMP Financial Planning in business development roles. Meanwhile, Grundy arrived from Colonial First State, where he was a business development ... |
| | | | AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ... |
| | | | ... billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching a binding agreement, or that any transaction would proceed. Perpetual ... |
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