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Showing 1 - 10 of 4095 results for "Financial planning"

Count makes 'largest' equity partnership acquisition

MATTHEW WAI  |  THURSDAY, 5 NOV 2026
... investment in quality equity partnerships. It delivers another step-change for Count Group's scale in accounting and financial planning," Humphrey said. "Following this acquisition, Count Group will have 115 employed financial planners, 490 accountants ...

FSCP slaps prohibition order on adviser

VINNY VUCAGO  |  MONDAY, 26 OCT 2026
... comprising two hours of ongoing fee arrangements training, and three hours of ethics and professionalism in financial planning and financial advice training. This adviser entered into an ongoing fee agreement with a client in November 2022, the FSCP ...

ASIC stalls Sequoia bid to ditch cross guarantee deed

KARREN VERGARA  |  MONDAY, 19 OCT 2026
... putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the ...

ASIC bans 14th adviser from MWL

MATTHEW WAI  |  MONDAY, 19 OCT 2026
... authorised by MWL from 18 September 2023 to 23 December 2024, and was also an authorised representative of InterPrac Financial Planning from 13 January 2025 to 20 April 2026. ASIC said Singh provided advice that was not appropriate for certain clients ...

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... joins Integro from Nestworth, where he most recently worked as a senior financial adviser. His experience spans financial planning, investment strategies, retirement planning and client relationship management. He said he was looking forward to joining ...

ASIC 'scrutinising' Sequoia's second InterPrac fire sale

KARREN VERGARA  |  WEDNESDAY, 14 OCT 2026
... says it is "closely scrutinising" Sequoia Financial Group's second attempt at a fire sale of InterPrac Financial Planning to a little-known private investor. Sequoia yesterday announced it had "successfully concluded" the sale of InterPrac to Bellbird ...

Former adviser defies permanent banning orders

KARREN VERGARA  |  WEDNESDAY, 14 OCT 2026
... Sydney Downing Centre Local Court. Nesseim previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning. He was a financial adviser from August 2006 to March 2018. He served as an executive business financial adviser at Westpac ...

ASIC sues another former Venture Egg adviser

VINNY VUCAGO  |  WEDNESDAY, 7 OCT 2026
... superannuation into the collapsed First Guardian Master Fund. Saad was an authorised representative of Interprac Financial Planning between 17 June 2016 and 31 December 2021 and provided financial advice to retail investors through Venture Egg. The regulator ...

HLB Mann Judd appoints four directors

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
... in 2021. Waller joined HLB Mann Judd as a financial adviser in 2023 and has over 19 years' experience within financial planning, super, and agriculture. She is stationed within Adeliade's wealth management team and assists clients with wealth creation ...

VBP names inaugural chief growth officer

VINNY VUCAGO  |  FRIDAY, 25 SEP 2026
Financial planning outsourcing specialist Vital Business Partners (VBP) has created a new executive role focused on expanding advice relationships, winning new clients and strengthening its offering to advice businesses and licensees. Craig Kouimanis ...
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