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Showing 1 - 10 of 28 results for "Financial Freedom"

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... Downing Centre Local Court yesterday slapped the charges on David Mario Valvo while running his practice Your Financial Freedom. ASIC alleged that Valvo submitted adviser fee withdrawal forms for 12 of his clients' Wealthtrac superannuation accounts ...

Saxo lowers trading costs

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... "shrinking the world" and enabling Aussie investors and traders to geographically diversify, build wealth and obtain financial freedom, Smith said. In 2021, Saxo reduced costs to trade ASX shares and ETFs from $6.99 to $5. Traders of US stocks and ETFs ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... one-third of the population feels ill-prepared to navigate unforeseen financial hurdles. According to the latest Financial Freedom study conducted by MLC, most Aussies are actively working towards improving their financial wellbeing. However, a considerable ...

Colonial First State appoints inaugural chief executive

CHLOE WALKER  |  TUESDAY, 26 SEP 2023
... years under Coombe's leadership." "The business has a vitally important purpose to help Australians achieve financial freedom and I am looking forward to helping CFS' almost one million members and investors achieve their goals and aspirations," ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... was ordered by the Federal Court to surrender his passport while his assets and those of his business, Your Financial Freedom, were frozen. ASIC is investigating fees charged to the super funds of Valvo's former clients between January 2015 and September ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
... combating the cost of living with strengthening financial literacy. Insignia Financial released its inaugural Financial Freedom Report, conducted by research agency McCrindle, showing the financial aspirations of modern-day Aussies have changed. The ...

What "wealthy" means to Australians: AMP

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
... remain the key wealth asset for many Australians, however the definition of "wealthy" has expanded to include financial freedom for pursuing desired lifestyles; and more individuals are seeking to attain this freedom through liquid forms of wealth like ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... learning content. "At CFS, we believe that quality financial advice is vital to helping Australians achieve financial freedom in retirement, and we are committed to building a stronger and more sustainable advice industry," CFS group executive, distribution ...

Advised Aussies better off on all fronts: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
... financial decision making (37%), improved money management (33%), greater financial control (28%) and improved financial freedom (27%). "Australians with an active relationship with a financial planner are better off in multiple ways. They suffer less ...

Females, millennials lead the way in SMSFs: Class

CHLOE WALKER  |  WEDNESDAY, 17 AUG 2022
... flexibility." She added that the report sends a positive message that women are taking action to create more financial freedom for themselves and looking for ways to get ahead. "It's great to see the rise in concessional and non-concessional contributions ...
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