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Showing 1 - 4 of 4 results for "Financial Services Group Australia"

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the Shield Master Fund. About $100 million of investor money ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... Venture Egg Financial Services and United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended his clients invest in the Shield Master Fund. In December 2024, Keystone ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the Shield Master Fund. ASIC launched an investigation in February ...

Bridges renews IWL deal

Bridges Financial Services has extended its deal with wealth management solutions provider IWL for another three years. Under the deal, Bridges has also contracted IWL to provide other services including CRM, report and portfolio managment, practice ...
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