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Showing 1 - 7 of 7 results for "Akumin Financial Planning"

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... Adviser Report, the largest financial adviser AFSLs groups are RI Advice Group, Morgans Financial Limited, Akumin Financial Planning, Alliance Wealth and Picture Wealth. Count Financial, Lifespan Financial Planning and Ord Minnett round up the top ei ...

Imprisoned fraudster's wife banned by ASIC

MATTHEW WAI  |  MONDAY, 15 JUN 2026
... development of property in Sydney's west, ASIC said. Mr Agrawal was previously a financial adviser under Akumin Financial Planning and was active from April 2010 to November 2020. Between 30 June and 4 August 2023, 16 Mansa Group companies were placed ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... total number of advisers by 10.4% over the 12 months. The five AFSLs attracting the most advisers were Akumin Financial Planning, RI Advice group, Picture Wealth, Consultum and Canaccord Genuity Financial.

Former AMP adviser banned over false documents

JAMIE WILLIAMSON  |  THURSDAY, 5 FEB 2026
... while Nong was working at 360 Financial Strategists and licensed through AMP Financial Planning, now Akumin Financial Planning. ASIC determined Nong was not fit and proper, nor did he have the honesty, character, trustworthiness, or integrity required ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... Charter Financial Planning officially rebranded to Akumin in March. AMP Financial Planning is now known as Akumin Financial Planning. Last July, Insignia separated from its self-employed advice licensee business Rhombus Advisory but retained a 37% ownership. ...

AMP shareholders approve executive pay

KARREN VERGARA  |  MONDAY, 14 APR 2025
... former licensees - AMP Financial Planning, Hillross and Charter Financial Planning - are now known as Akumin Financial Planning. The platforms business saw underlying net profit increased almost 19%, George said, adding that it signed nearly 100 new ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... Financial Planning, Hillross and Charter Financial Planning. AMP Financial Planning will be renamed Akumin Financial Planning. "It is really exciting to start this next chapter with a new brand, and we remain focused on supporting Akumin advisers through ...
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