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Showing 1 - 10 of 5750 results for "Financial Adviser"

Advised cover faces claims data test

VINNY VUCAGO  |  THURSDAY, 22 OCT 2026
... comparison, TPD claims were accepted at rates of 81% for advised policies and 88% for group super. Paul Luu, financial adviser and life insurance specialist at Evalesco and Principal Edge, said regular policy reviews were essential to ensure insurance ...

Adviser stripped of AFSL he claimed he didn't hold

MATTHEW WAI  |  WEDNESDAY, 21 OCT 2026
ASIC has ceased the Australian financial services licence (AFSL) of a New South Wales financial adviser after he failed to comply with licensee obligations, including payment to statutory levies. Kyle Clifford Frost's AFSL cancellation took effect ...

AFSL specialist snags Entireti head of advice risk

MATTHEW WAI  |  TUESDAY, 20 OCT 2026
Self-licensing firm My Dealer Services (MDS) has welcomed a senior risk and compliance director, as it continues to expand self-licencing initiatives while restructuring roles within the business. Viki Whitehead has joined as advice and Australian financial ...

Showcase: A technical advantage

THE FINANCIAL STANDARD TEAM  |  MONDAY, 19 OCT 2026
... Reference number: RIC261007000474. Disclaimer The information in this document is designed for professional Financial Adviser use only and contains general information only about our financial products. It is not intended to constitute financial product ...

ASIC bans 14th adviser from MWL

MATTHEW WAI  |  MONDAY, 19 OCT 2026
ASIC has banned yet another former financial adviser from MWL Financial Services, bringing its total adviser bans - according to public records - to 14. ASIC has banned Pardeep Singh from providing financial services for four years, after finding he ...

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... bolster our east coast expansion." Enders joins Integro from Nestworth, where he most recently worked as a senior financial adviser. His experience spans financial planning, investment strategies, retirement planning and client relationship management. ...

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
The financial adviser who helped set up Aon's wealth management business in Singapore lends her expertise in a newly-created role at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners ...

Former adviser defies permanent banning orders

KARREN VERGARA  |  WEDNESDAY, 14 OCT 2026
Former financial adviser Ezzat Daniel Nesseim has defied ASIC's permanent banning orders and is in the process of being prosecuted. Nesseim was slapped with permanent banning orders by the regulator between 2018 and 2019 that barred him from providing ...

HUB24 boosts adviser engagement with new hire

MATTHEW WAI  |  TUESDAY, 13 OCT 2026
HUB24 has appointed an executive hiring from Allianz Retire+ to oversee its technical services functions for better engagement with advisers. Justine Marquet has joined the platform as head of technical services, a role she held with Allianz Retire+ ...

Equip Super launches new campaign with Supercars champion

MATTHEW WAI  |  FRIDAY, 9 OCT 2026
... Australians to take their financial future seriously. "When I came back to Australia in my early 20s, I met with a financial adviser through a recommendation from some of the older guys I knew. They gave me some pretty direct advice about planning for ...
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