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Showing 1 - 10 of 170 results for "Chartered Accountants"

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... clients through the Aviso WA network, Gilmour said. He added Integro's current partnership with AMD Chartered Accountants will be key to enhancing locally delivered financial advice in the region. "Our expansion of the Integro team in Bunbury strengthens ...

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
... transaction by AWAG since its inception and follows its investments in Avalon Financial Services and SWR Chartered Accountants to double its authorised representative count to 80 across Australia last month. In October, AWAG acquired a 20% stake in First ...

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
... expansion plans. Fresh from signing referral partnership deals with accounting practices, including AMD Chartered Accountants and AH Jackson, Integro has recruited Emma Ross as advice and operations manager. A qualified financial adviser, Ross was a ...

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

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... that refused or failed on at least one occasion to give effect to an AFCA determination. Along with the Chartered Accountants ANZ, CPA Australia, Institute of Public Accountants and SMSF Association, the FAAA expressed concerns that failure to "pay AFCA ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... allowing advisers to support their clients claim of a legitimate tax deduction for advice fees with confidence. Chartered Accountants Australia and New Zealand superannuation and financial services leader Tony Negline said the guide will help advisers ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
... advice community in Australia to help more Australians achieve financial wellbeing and security." Meantime, Chartered Accountants ANZ chief executive Ainslie van Onselen said his appointment provides an opportunity for a fresh perspective. "Rather than ...

Industry bodies call for delay to Payday Super

JAMIE WILLIAMSON  |  FRIDAY, 9 MAY 2025
A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028. In a joint submission to Treasury, eight industry lobby ...
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