Search ResultsShowing 1 - 8 of 8 results for "Beacon Financial Group"
Former Beacon adviser banned
KANIKA SOOD  |  FRIDAY, 24 MAY 2019
A former Beacon Financial Group financial adviser was handed a permanent ban by ASIC. Phillip Emidio Bruni first provided advice in 2004 and worked at The FinancialLink Group for about two years ending 2017, ASIC's Financial Adviser Register shows. ...
Former Millennium3 adviser banned
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 APR 2019
A former Millennium3 and Beacon Financial Group adviser was banned by ASIC for failing to act in the best interests of clients by recommending insurance with unaffordable premiums. Gregory Forster received a five year ban for failing to take into account ...
Federal Court shuts down Linchpin and Endeavour Securities
KARREN VERGARA  |  TUESDAY, 26 MAR 2019
... money from the unregistered fund was used by Linchpin to make loans to itself and its subsidiary company, Beacon Financial Group, to grow the business. ASIC calculated Linchpin lent about $15 million to itself, Beacon and another company, Risk and Investment ...
AIOFP slams FASEA proposals, launches petition
KARREN VERGARA  |  MONDAY, 20 AUG 2018
... operated by Endeavour. It alleges Linchpin lent about $15 million to itself and subsidiaries including Beacon Financial Group and Risk and Investment Advisors Australia. On August 7, the Federal Court found that Linchpin engaged in serious breaches of ...
Beacon merges with Libertas
KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...
HUB24 partners for new white label offering
ALEX BURKE  |  TUESDAY, 30 AUG 2016
HUB24 has partnered with a licensee to create a new bespoke platform and managed portfolio offering. Beacon Financial Group selected HUB24 to create this new service to be distributed to its over-200 authorised representatives, collectively managing ...
Beacon approves DomaCom fractional property fund
STAFF WRITER  |  MONDAY, 19 MAY 2014
Beacon Financial Group will add the DomaCom fractional property fund to its approved product list (APL). DomaCom's property fund was launched in February and was aimed at meeting the needs of the independent financial advice (IFA) sector. "IFAs such ...
Robbie Bennetts takes stake in Beacon
MARK SMITH  |  THURSDAY, 27 JUN 2013
... (PIS) managing director Robbie Bennetts will take a stake in recently formed independent dealer group Beacon Financial Group. He will provide the firm access to tools developed by his consultancy business Robbie Bennetts Enterprises. Beacon was established ...
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