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Showing 1 - 10 of 4079 results for "Financial Planning"

Sequoia revokes dividends, chief financial officer exits

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... challenges during FY26 and continues to manage legal and regulatory matters relating to its wholly owned InterPrac Financial Planning subsidiary." Sequoia has been trying to wash its hands of InterPrac Financial Planning, which was caught in Shield and ...

Acclaim Wealth names chief executive

MATTHEW WAI  |  MONDAY, 31 AUG 2026
... licensee services and adviser support operations, Hamilton held senior management and compliance roles at MLC, BDO Financial Planning, Synergy Capital Management and Macquarie Investment Management. Most recently, Hamilton was overseeing strategic relationships ...

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Iress is building a structured pathway for technology providers to connect with Xplan, its financial planning and wealth management software, helping ease administrative burden on advisers. Iress said the refreshed model moves away from open integration ...

SMSFA appoints head of professional standards

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
... SMSFA while also serving as head of public practice and SME at CPA Australia. She brings experience across the financial planning and accounting industries. Previously she also worked with the Accounting Professional & Ethical Standards Board (APESB) ...

Sequoia gives InterPrac sale a second shot

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
... Sequoia Financial Group said it has appointed an independent advisor to undertake a sale process of InterPrac Financial Planning. Sequoia did not name which company it has been engaging with for the potential sale. "This process is at an early stage ...

CBA, Colonial First State settle class action for $249m

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... CBA also settled a financial advice class action in in-principle for $22.5 million relating to Commonwealth Financial Planning (CFP), Financial Wisdom and its life insurance business Colonial Mutual Life Assurance Society (CMLA). Shine Lawyers alleged ...

Phil Anderson to retire at the upcoming FAAA Congress

MATTHEW WAI  |  WEDNESDAY, 26 AUG 2026
... most notable for leading the Association of Financial Advisers (AFA) as chief executive before merging with Financial Planning Association of Australia (FPA) took place in 2023 to form the FAAA. Prior to that, Anderson served in senior roles at AMP ...

AMP North appoints head of strategic growth

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
... financial services giant after two decades. Kirk previously spent 10 years with the group, holding roles within AMP Financial Planning and AMP Adviser Services before departing in 2006. Kirk will lead strategic sales and partnership across North, MyNorth ...

FS Power50 voting opens

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
... platforms to improve financial literacy and awareness. Financial Standard and FS Advice, The Australian Journal of Financial Planning are inviting readers to vote for the advisers they believe best present the values of the Power50 through their leadership ...

First Guardian victims advance in case against InterPrac

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Two victims of the First Guardian Master Fund linked to InterPrac Financial Planning, who collectively lost $465,000, have won a small victory in the Federal Court. Justice Beach on August 13 ordered InterPrac to pay the sums, which were calculated ...
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