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Showing 1 - 10 of 231 results for "Dixon"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | FRIDAY, 5 JUN 2026

... followed by the wound up of Damien Grist (-3) and Centrepoint Group (-3). Several licensee owners down by two, including Evans Dixon, Rhombus Enterprises, Macquarie Group, Clime Group and the Mancell Family Trust (FYG Planners). A tail of 23 licensee ...

Advent builds Australian presence with new appointment

VINNY VUCAGO | TUESDAY, 19 MAY 2026

... long-term value creation initiatives across the region. Advent managing director and head of Australia and New Zealand Beau Dixon said Cross's appointment adds significant sector and governance expertise to the firm's local operations. "Her perspective ...

Magellan to merge with Barrenjoey for $906m

KARREN VERGARA | MONDAY, 2 MAR 2026

... Some Barrenjoey directors and Barclays' chair of investment banking Paul Compton will also join the new board. David Dixon will then retire from the board upon completion of the merger. Magellan said Barrenjoey has an implied value of $1.6 billion ...

AFCA receives record complaints in 2025

MATTHEW WAI | THURSDAY, 26 FEB 2026

... matters as quickly as we can," chief ombudsman and chief executive David Locke said. Separately, AFCA has issued its 1000 Dixon Advisory determination, which is considered the "largest single batch" of complaints AFCA has ever managed. Around 900 matters ...

UniSuper faces fresh greenwashing allegation

JAMIE WILLIAMSON | MONDAY, 23 FEB 2026

... its concentrated nature. As a result, companies such as Microsoft and Nvidia became top holdings in the portfolio. John Dixon, the member at the centre of the complaint, takes issue with these two companies in particular, stating that, among other factors ...

Advisers need more support: FAAA submission

ANGELIQUE MINAS | THURSDAY, 5 FEB 2026

... the CSLR sustainable should be key priorities for the federal government, the FAAA said. Abood described the collapses of Dixon Advisory, UFG, Shield and First Guardian as highlighting the need for more to be done to recover funds from those responsible ...

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON | MONDAY, 17 NOV 2025

... said. The CSLR did outline the major failures that have been accounted for in the FY27 estimate, saying the collapse of Dixon Advisory and Superannuation Services continues to make its mark. It's expected in FY27 that 898 DASS determinations will ...

Super moves: AusSuper, Aware, MLC, JANA, VFMC

ELIZABETH FRY | THURSDAY, 23 OCT 2025

... and portfolio construction across multi-asset strategies. He began his career as research manager at DEXX&R before joining Dixon Advisory, where he developed asset allocation and investment strategies for SMSF portfolios. Aware Real Estate has promoted ...

Feature: Compliance | Passing the buck

ELIZA BAVIN | WEDNESDAY, 15 OCT 2025

... others - with the Compensation Scheme of Last Resort (CSLR) bill already topping $67 thanks to other major collapses like Dixon Advisory, United Global Capital and Brite Advisory. "That's a lot of money and the financial advice sector just can't ...

CSLR publishes paid claims details

JAMIE WILLIAMSON | FRIDAY, 26 SEP 2025

... (CSLR) has made 551 payments totalling $54 million since it began operating, some 291 of which were made in relation to Dixon Advisory. The overwhelming majority of payments relate to personal financial advice, with close to $37 million so far paid to ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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