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Showing 1 - 10 of 231 results for "Chartered Accountant"

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI | TUESDAY, 7 APR 2026

Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI | MONDAY, 2 FEB 2026

In its pre-budget submission, Chartered Accountants ANZ (CA ANZ) has urged the government to lift additional licensing requirements for chartered accountants to assist in providing retirement advice. The submission highlighted the need to create new ...

AWAG partners to form $240m wealth business, names principal

MATTHEW WAI | WEDNESDAY, 28 JAN 2026

The ASX-listed Australian Wealth Advisors Group (AWAG) is partnering with CHN Partners, a Chartered Accountant practice with more than three decades of experience, to create CHN Wealth. The company has initial funds under management and administration ...

AWAG makes two strategic investments

ELIZA BAVIN | TUESDAY, 16 DEC 2025

Australian Wealth Advisors Group (AWAG) has made two strategic investments, in Avalon Financial Services and SWR Chartered Accountants, doubling its authorised representatives from 40 to 80 across Australia. Avalon is a Sydney-based company specialising ...

AI adoption by investors 'grows rapidly': Research

RIDDHIMA TALWANI | THURSDAY, 11 SEP 2025

Investors turning to artificial intelligence (AI) for investment advice is rising, according to new survey from Chartered Accountants ANZ (CA ANZ). CA ANZ survey of 1000 Australian retail investors with more than $10,000 invested in the stock market ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR | THURSDAY, 28 AUG 2025

Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA | TUESDAY, 17 JUN 2025

The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON | THURSDAY, 12 JUN 2025

... conduct to contact the Australian Financial Complaints Authority. According to her LinkedIn, Rogan was a chartered accountant and a Certified Financial Planner. The Financial Advice Association Australia terminated Rogan's membership in May 2024 following ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN | MONDAY, 26 MAY 2025

The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON | TUESDAY, 13 MAY 2025

Daniel Mulino is the new minister for financial services and assistant treasurer. Mulino was named in the position by Prime Minister Anthony Albanese yesterday. He brings a great deal of relevant experience to the portfolio. With an extensive background ...

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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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