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Showing 1 - 10 of 1757 results for "Financial Planners"

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI | TUESDAY, 14 APR 2026

... Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. This was the first major move following the appointment of Nathan Jacobsen as chief operating officer in February ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI | THURSDAY, 2 APR 2026

... 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 of Nathan Jacobsen as chief operating officer in February ...

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI | MONDAY, 23 FEB 2026

... Commission suggested that equity release providers could use "greater investment in promotion, education of financial planners and other consumer finance channels", while the government can develop a principles-based approach to regulate all equity-release ...

Aged care advice needs regulatory intervention: Research

ANGELIQUE MINAS | TUESDAY, 10 FEB 2026

... consequences." Meantime, Aged Care Steps director Louise Biti said: "Aged care advice should only be provided by financial planners that have the necessary expertise and are authorised under an AFSL and, therefore, comply with relevant laws, regulations ...

HMC Capital wholesale head exits for COO position

ELIZABETH FRY | THURSDAY, 29 JAN 2026

... focusing on our expanding unlisted product range," he posted on social media. "My role is dedicated to supporting financial planners, providing seamless access to Wilson AM's high-conviction strategies and 'making a difference' for clients ...

68% pass financial adviser exam: ASIC

KARREN VERGARA | MONDAY, 8 DEC 2025

... certification delivers and why so many professionals are choosing this path to deepen their impact. "People seek out financial planners who demonstrate real competence, expertise and a commitment to serving clients well," he said. Overall, a total of ...

FAAA's Advice Academy launches

KARREN VERGARA | FRIDAY, 28 NOV 2025

... roles (and salaries) are available, as well as providing a simple and engaging five-step pathway for potential financial planners," she said. "This includes a timeline of how long each step is likely to take, helping future advisers plan ahead for the ...

Financial services workers earn 12% pay rise

KARREN VERGARA | WEDNESDAY, 23 JUL 2025

... financial planner can earn up to $180,000. The head of financial planning can earn between $200,000 and $280,000. Financial planners from Queensland and Victoria can make between $90,000 and $130,000. More broadly, New South Wales workers have an average ...

Msquared Capital secures $150m warehouse facility with Australian bank

ANDREW MCKEAN | FRIDAY, 13 JUN 2025

... novate a loan directly from the pool into funds, thereby generating additional liquidity in the fund. "Many financial planners and investors want to understand the risk mitigation strategies associated with these types of events. They should be encouraged ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON | TUESDAY, 20 MAY 2025

... advice sector, advisers are making more money than ever before. But there is a challenge in this. "Typically, financial planners are charging a minimum of $3000, more likely starting at $5000 and often $20,000 per client. The consequence and conundrum ...

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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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