Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 116 results for "Financial Planning Services"

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized enterprises. It has six partners and 70 employees. MiQ Private Wealth recently joined ...

Super moves: TCorp, ESSSuper, Funds SA, Team Super

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Association of Australia and included roles such as senior compliance manager at Asgard Wealth Solutions and Financial Planning Services Australia. Finally, Team Super has farewelled its chief governance officer after five years. Nicole Killen's ...

CountPlus takes stake in firm

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
... look forward to working with the SCBA team on best market practices to grow the business, including financial planning services," Rowe said. The acquisition comes after CountPlus recorded a 59% drop in net profit to $7.1 million in its full-year results ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... an adviser to the chief executive of Better Trade Off, a Singapore-based fintech developing digital financial planning services. In April, Jeff Hall departed the ASX-listed firm, having served as chief operating officer of Midwinter for over a year and ...

Guild Super chooses new administrator

ELIZABETH MCARTHUR  |  THURSDAY, 22 APR 2021
... until later in May, Guild Super said. The fund had also previously offered members access to Mercer Financial Planning services. With the change of administrator, members will no longer have access to a personal advice service. Rather, Guild Super provided ...

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
... services, with plans for further expansion in the future with the addition of estate, tax optimisation and financial planning services. Fidelity said the wealth management arm aims to bring flexibility so customers can select the services which are most ...

End of the road for advice qualifications

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
... Australia said: "This qualification reflects the role of paraplanners who provide a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues and/or requiring innovative strategies." ...

Super for women under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... where the money is coming from to pay for the coaching services. This seems like vertically integrated financial planning services pre-Royal Commission with no commissions or fees to be disclosed to the consumer," she said. "At least if a consumer went ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
... Traralgon offices will merge and with greater scale be able to continue to provide high quality strategic financial planning services much needed in the Gippsland region at this time." Fiducian said that all its advisers are able to work offsite, servicing ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
... will retain the same clients. The sale will provide IMB clients with a wider range of specialised financial planning services than IMB is able to offer, IMB chief executive Robert Ryan said. "Our strategic partnership with Bridges will also allow us ...
PREVIOUS
NEXT