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| | ... to access digital advice through your super fund provides an alternative and complementary channel to the ways financial advice has been delivered traditionally helping to meet the advice needs of more Australians." Willmer noted that people with simple ... |
| | | ... number of persons and entities involved in conduct where members of the public were cold called and received financial advice to invest in Shield via a superannuation platform," the regulator said. |
| | | ... to join Kearney Group and refocus on what I love most, in the next phase of my career - delivering exceptional financial advice and mentoring the next generation of advisers," she said. "This move allows me to concentrate on my clients without the demands ... |
| | | ... members access quality advice when and how it suits them, the fund said. She has over 20 years' experience in financial advice and significant leadership experience within the superannuation sector. Cross joined Cbus in late 2019 as manager of advice ... |
| | | ... liability," Keeble said. "As a result, there are no remaining contingent liabilities related to this matter." Financial Advice Association Australia (FAAA) general manager policy, advocacy, and standards Phil Anderson said there is $135 million in compensation ... |
| | | ... test, and the consequences to consumers should be front of mind," he said. "The FSC encourages consumers to seek financial advice before making changes to their investment strategies following the release of performance results to ensure changes align ... |
| | | ... direct-to-customer channel." "MLC is the go forward brand for Insignia Financial's products and services other than financial advice provided by Shadforth and Bridges. We will refresh, reposition, and invest significantly promoting the MLC brand." Plans ... |
| | | ... needing to consult and pay for a financial adviser. However, if necessary, they can still be referred to the financial advice team. The fund also highlighted several key features of its strategy, including support materials, such as a detailed retirement ... |
| | | ... planning. Minchin Moore said his deep knowledge of the Queensland market and his commitment to client-focused financial advice make him an invaluable addition to the team. "We are delighted to welcome Justin Brand and the clients of Brand Financial to ... |
| | | ... the end of the calendar year. The company also flagged the successful acquisition and completed integration of Financial Advice Matters Group (FAM) following on from the acquisition of ClearView Advice, which it said contributed to its uptick in EBIT ... |
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