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| | | ... Oaktree gives us the capital to fund our short-to-medium term plans and continue enhancing our proposition to accounting and advice businesses," Barrett said. "In the next 12 months, our focus is on accelerating our super firm program, ramping up M&A ... |
| | | | ... in southern Sydney. "Our goal is to align with businesses that share our commitment to providing holistic, values-driven advice. Lambert Group is the ideal fit, culturally and strategically," Invest Blue managing director David Stephen said. "Ron and ... |
| | | | ... the 2023 financial year. The client's non-concessional cap, however, for that year was already $220,000. When giving the advice, the adviser failed to obtain or consider the client's superannuation assets in the Public Sector Superannuation Scheme (PSS) ... |
| | | | ... runs the Graduate Diploma in Financial Planning as well as the Ethics for Professional Advisers bridging unit. Financial Advice Association Australia general manager of education Anne Palmer said: "The FAAA remains particularly concerned by the continuing ... |
| | | | ... commitment to helping individuals make better financial decisions and its dedication to delivering bespoke, client-centric advice. "Cooper embodies our core values - professionalism, leadership, and a drive to achieve excellence," Viola Private Wealth ... |
| | | | ... services expert Anne Fuchs now has a broader new role at Australian Retirement Trust. ART executive general manager for advice, guidance and education has been appointed executive general manager of advocacy and impact. The newly created position will ... |
| | | | ... invaluable insights as the business continues its evolution. We welcome them on board and look forward to their insights and advice in growing the business both in Australia and globally," Burke said. "Lincoln has been an excellent resource," he said. ... |
| | | | The Financial Advice Association Australia (FAAA) has made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically ... |
| | | | ... experience. Ridley, formerly the chief executive of Profile Financial Services, has an extensive background working with advice and accounting practices, Engage Financial said. Blake, who also serves as executive director of Engage Financial Solutions' ... |
| | | | ... verification service; though making sure details on death certificates are enough to process claims. UniSuper chief member and advice officer Danielle Mair recently acknowledged that the current process for completing a binding nomination can be difficult ... |
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