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Showing 1 - 10 of 390 results for "Anderson"

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI | FRIDAY, 29 MAY 2026

The Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences. Breaking down licensees' ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI | FRIDAY, 8 MAY 2026

... profession. Speaking at the FAAA Roadshow in Sydney on Thursday, FAAA general manager of policy, advocacy and standards Phil Anderson said the CSLR needs to be fixed to make sure "this isn't going to become an unsustainable mess." He noted that with ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA | WEDNESDAY, 22 APR 2026

... investment teams. "Daniel will continue to work closely with senior investment leaders, including Bianca Rose, Bryce Anderson and Michael Malseed, to ensure investment objectives, processes and client commitments remain firmly on track," Morningstar ...

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

MATTHEW WAI | FRIDAY, 10 APR 2026

... Financial Standard, Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standard Phil Anderson said the limited advice licence model has shrunk significantly in recent years for several reasons, including the education ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA | TUESDAY, 24 MAR 2026

... and did not do enough to protect investors, with reports stating it knew about First Guardian and its director David Anderson as far back as 2019. Perrett has experienced how "extremely difficult" it is to contact ASIC, perhaps due to being under-resourced. ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI | FRIDAY, 20 FEB 2026

Nowinfinity general manager Kate Anderson said upcoming regulatory changes will have a significant impact on compliance for self-managed superannuation funds (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday ...

Mercer Super poaches TelstraSuper exec

ELIZABETH FRY | THURSDAY, 29 JAN 2026

Mercer Super has hired Tim Anderson as chief product and customer engagement officer, reporting to chief executive Claire Ross. Anderson joins TelstraSuper, where he led the customer experience unit covering personal, corporate and retirement services. ...

Most read in 2025: Executive appointments

ELIZA BAVIN | TUESDAY, 23 DEC 2025

... an active year for executive appointments. Australian Retirement Trust chief executive steps down In September, David Anderson announced he would step down as chief executive of Australian Retirement Trust (ART), with Kathy Vincent to replace him. Anderson ...

Conaghan holds ASIC accountable for Shield, First Guardian mess

KARREN VERGARA | THURSDAY, 20 NOV 2025

... facts speak for themselves." Conaghan pointed out that ASIC received warnings about First Guardian and its director David Anderson as far back as 2019 - years before most investors put their money in the fund. "We had copies of those emails when they ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI | WEDNESDAY, 19 NOV 2025

... are currently only 185 risk specialists across Australia, FAAA general manager of policy, advocacy and standards Phil Anderson confirmed, and around 600 advisers who are responsible for at least half of the Australian risk businesses. Anderson said he ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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