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Showing 1 - 10 of 2301 results for "Financial Planner"

Rest faces scrutiny over alleged super reporting error

VINNY VUCAGO | TUESDAY, 12 MAY 2026

... Australian Taxation Office for an individual who was never a member of the fund. The issue was raised publicly by financial planner Matt Marsh of PlanPlus Wealth Advisers, who said the alleged misreporting could have significant tax consequences for ...

Tribeca Financial appoints strategic partnerships lead

KARREN VERGARA | FRIDAY, 17 APR 2026

... Fund Financial Planning, providing advice in superannuation and retirement planning. Prior to IFS, Foley was a financial planner at National Australia Bank. Tribeca Financial founder and director Ryan Watson said Foley brings with him over 20 years of ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI | TUESDAY, 14 APR 2026

AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI | THURSDAY, 2 APR 2026

AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ...

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI | MONDAY, 23 FEB 2026

Home equity release solutions may address the "asset-rich but cash-poor" issue transpiring across older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing ...

Aged care advice needs regulatory intervention: Research

ANGELIQUE MINAS | TUESDAY, 10 FEB 2026

In a new report, The risk of unrelated aged care advice: protecting older Australians and ensuring quality advice paper, Aged Care Steps identifies key issues with how aged care advice is being provided in Australia, calling for reform. Older Australians ...

HMC Capital wholesale head exits for COO position

ELIZABETH FRY | THURSDAY, 29 JAN 2026

HMC Capital's head of wholesale distribution has departed after 18 months to join an equities investment manager. Tim Koroknay has left David Di Pilla's ASX-listed alternatives firm to take up the role of operating chief at the staff-owned WaveStone ...

68% pass financial adviser exam: ASIC

KARREN VERGARA | MONDAY, 8 DEC 2025

Some 68% of candidates who sat the November sitting of the financial adviser exam passed, ASIC's results show. A total of 308 candidates undertook the exam, with 208 passing with flying colours. About three-quarters (75.6%) sat the exam for the first ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS | TUESDAY, 2 DEC 2025

... clients. "My philosophy is that I'm in the business of trust and relationships and when I'm not doing that, I'm a financial planner, and AZ NGA gets it," he said. "This partnership provides continuity and certainty for employees and clients and also ...

FAAA's Advice Academy launches

KARREN VERGARA | FRIDAY, 28 NOV 2025

The Financial Advice Association Australia (FAAA) has launched the Advice Academy in a bid to help and support new entrants. Advice Academy offers training modules from Kaplan Professional, mentoring opportunities, a professional year (PY) hours tracker ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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