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Showing 1 - 10 of 204 results for "Adviser Network"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... advisers in December 2025 to 164 currently, a net decrease of (-166) or 50.30%. It also follows the closure of SMSF Adviser Network, an entity operating in a similar model under the authorisation provided by the National Tax & Accountants' Association's ...

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... Territory state manager Sabrina Sequeira-Walmsley. His responsibilities include driving growth across PPS Mutual's adviser network in NSW and working closely with financial advisers to support professional clients. Qayumi joins from AIA Australia where ...

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI  |  FRIDAY, 10 APR 2026
SMSF Adviser Network (SAN) has closed its doors and subsequently seen its entire fleet of 85 advisers delisted from ASIC's financial adviser register (FAR). SAN's representatives were predominantly accountants who operated under a limited licence ...

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... management, financial advice, and banking. He spent over 20 years at Macquarie Group, most recently leading the virtual adviser network within wealth solutions. "The advice industry is at an important point in its development, with firms focused on sustainability ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... accelerates our shift toward higher quality, recurring wealth revenues and supports our ambition to scale our employed adviser network and build a truly differentiated national advice platform." Meanwhile, Oracle founder and managing director Peter Durbin ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
Both financial advice groups have reported strong first-half performance, underpinned by heightened demand for advice and the expansion of their adviser networks. In the first half of FY26, Centrepoint Alliance's gross revenue rose 12% from the ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... and Partners' 132. Aware Super's Aware Financial Services is the biggest among the super funds with an adviser network of 111, followed by UniSuper with 80. Editor's note: This article was updated on 23 May 2025.

Apex awarded $2.3bn fund admin mandate

MATTHEW WAI  |  MONDAY, 14 APR 2025
... Diversa Trustees $7 billion master trust business at the start of the month. Under the agreement, Mutual Limited's adviser network will benefit from Apex's streamlined portal for "greater visibility, faster transaction processing and improved reporting ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... challenges among family members - contributed to his decision "not to taper anymore." Macquarie's head of its virtual adviser network John Sullivan will replace Harding-Davis. Sullivan has spent the last decade at Macquarie, and before that served as ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... research analysts. Colette Thunig will support the distribution of the iQ Portfolios across Centrepoint's adviser network - including licensed and self-licensed advisers. Thunig previously worked as the head of distribution and corporate client relationships ...
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