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Showing 1 - 10 of 4084 results for "Financial planning"

Sequoia plots potential restructure

MATTHEW WAI  |  FRIDAY, 18 SEP 2026
Sequoia Financial Group, the parent company of InterPrac Financial Planning, is conducting a thorough review of all its operating subsidiaries for a potential restructuring. The ASX-listed firm said the review will provide insight if a restructuring ...

First Super appoints new chief executive

KARREN VERGARA  |  MONDAY, 14 SEP 2026
... chief executive of the Superannuation Trustee Office for Guild Group, an executive of ESSSuper and the head of financial planning at Bendigo and Adelaide Bank. First Super's co-chair Denise Campbell-Burns welcomed the appointment of Kennedy, saying ...

Tribunal affirms InterPrac, FSGA adviser bans

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
... Administrative Review Tribunal has affirmed ASIC's decisions to ban two former financial advisers from InterPrac Financial Planning and Financial Services Group Australia (FSGA) who were involved in the Shield and First Guardian master funds for ...

Aperio joins Akumin

VINNY VUCAGO  |  WEDNESDAY, 9 SEP 2026
... owners and young professionals for almost 40 years, has joined Akumin with plans to expand its three-person financial planning division and enhance its client proposition. It was most recently licensed by ASVW Financial Services. Aperio was previously ...

Crole banned for 10 years after abrupt exit from Sequoia

MATTHEW WAI  |  TUESDAY, 8 SEP 2026
... Crole for 10 years, following the events that unfolded under his leadership. Crole was a director of InterPrac Financial Planning from 20 August 2004 to 1 December 2025. From1 February 2004 to 17 July 2026, he was a responsible manager of InterPrac and ...

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 ...
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