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Showing 981 - 990 of 10527 results for "advice"

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... office, Henderson worked for several Big Four and mid-tier chartered accounting firms where he provided specialist tax advice to private business and family trusts. Chief executive Phil Harkness noted that family offices are a powerful force. "They deploy ...

ASIC cancels fewer AFSLs in FY24

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... competence to deliver the relevant financial service. In terms of professional registration, those who provide personal advice to retail clients on relevant financial products had to be registered with ASIC from February 1. In total, 1531 licensing and ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... and before that was head of operations when she joined in March 2018. Ridley also worked at Pitcher Partners as head of advice and NAB for more than six years. In 2023, Ridley told Financial Standard that her focus was on ensuring Profile was ready for ...

New shareholder, governance services firm enters market

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... former head of mergers and acquisitions at Morrow Sodali, PGS Advisers plans to provide "focused, tailored, and expert advice" in proxy solicitation, governance, and shareholder relations. The launch comes at a time when corporate governance issues are ...

Iress rejigs leadership team

ANDREW MCKEAN  |  WEDNESDAY, 9 OCT 2024
... Price said. At the same time, Iress trading and market chief executive Jason Hoang, co-founder of the company's financial advice software Xplan, will leave. Iress said he'd been a key contributor to the growth of Xplan, before stepping into the leadership ...

ASIC bans adviser who misled TPB

JAMIE WILLIAMSON  |  WEDNESDAY, 9 OCT 2024
... banned a financial adviser who was found to have lied to the Tax Practitioners Board (TPB) to remain registered and provided advice to clients despite being unable to manage his own tax affairs. John Hazell, formerly managing director of Richmond Partners ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
The Financial Advice Association Australia (FAAA) unveiled the finalists for this year's awards as it recognises members who exhibit the highest standards and professionalism. This is the second year the awards take place following the merger of the ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
Pride Advice has acquired two firms, flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting ...

Global Capital Property to be wound up

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
... United Global Capital (UGC), which is also in liquidation, and began providing financial services, including financial advice, in 2017 to retail and sophisticated investors. He was the sole director of UGC, and responsible manager and key person on the ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... Financial Planner (CFP) Certification Unit for each semester, with demonstrable dedication to providing high-quality financial advice, the FAAA said. Roberts said receiving the award is a pivotal moment in his professional journey. "This recognition ...