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Showing 1 - 10 of 368 results for "Anderson"

Falcon Capital, First Guardian fund to be wound up

MATTHEW WAI  |  FRIDAY, 11 APR 2025
... investment, adding that those funds were instead invested in entities that were associated with Falcon Capital director David Anderson. ASIC also found that around $274 million of the fund's value from cash receivables in respect of which payments are ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... has been deferred from March 27 to July 28 - a four-month delay. The Financial Advice Association Australia's Phil Anderson described the delay as "frustrating" in light of the rising cost of the CSLR and what he added was evidence of "deep flaws" ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... effective 24 March 2025. Based in Sydney, Barrett reports to the general manager of policy, advocacy and standards, Phil Anderson. The new position has been created to bolster FAAA's capabilities as it ramps up its advocacy and policy activities. ...

ASIC freezes assets Shield, First Guardian marketer

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
ASIC has frozen the assets of Rashid Alshakshir, who facilitated leads to the Shield Master Fund and First Guardian Master Fund, as it investigates his links with property fund manager and developer Paul Chiodo. Alshakshir has ties to the funds, according ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... paid for marketing services that contradict representations made to investors. First Guardian invested in entities that Anderson, a director of Falcon, was associated with or had financial interest in. ASIC is also concerned that funds were put into ...

Freezing order slapped on First Guardian Master Fund, Falcon Capital

KARREN VERGARA  |  MONDAY, 3 MAR 2025
... contracted cash receivables in February and March 2025." ASIC also obtained interim orders to freeze the assets of David Anderson, who is the director of Falcon, as it continues its investigation. The Federal Court has stopped Falcon and Anderson from ...

ART appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... focused on three lines of business: investments, workplaces, and members. At the time, the incoming chief executive David Anderson said this is a bold and timely step forward for the fund to unlock efficiencies and create simplicity across the organisation ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA  |  THURSDAY, 20 FEB 2025
... potentially become bigger. Together, the two financial years equate to $193 million or $12,500 per financial adviser. Philip Anderson, the general manager of policy, advocacy, and standards at the FAAA, said the actuarial report "paints an alarming picture" ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... forms, he said. Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson recently told Financial Standard that getting rid of fee disclosure statements (FDSs) was perhaps the biggest achievement of ...

Australian Retirement Trust, Qantas Super set merger date

ELIZA BAVIN  |  FRIDAY, 14 FEB 2025
... Deed (SFT) with Qantas Super to progress its merger, scheduled to complete on 29 March 2025. ART chief executive David Anderson said the merger completion will deliver benefits to tens of thousands of new and existing ART members. "We're proud Qantas ...
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