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Showing 1 - 10 of 202 results for "IFA"

SMSFA appoints head of professional standards

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
The Self-Managed Super Fund Association (SMSFA) has appointed Keddie Waller as the head of professional standards. In her the role, Waller will lead the association's professional standards framework, with responsibility for accreditation, continuing ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
Fiducian Group's statutory net profit after tax (NPAT) has slipped nearly 30% in the 12 months to June end compared to FY25 due to ASIC's penalty of $7.3 million imposed for greenwashing. Fiducian chair Inderjit Singh said excluding the non-recurring ...

Apex Group head of super to depart

MATTHEW WAI  |  TUESDAY, 28 JUL 2026
Apex Group managing director for superannuation will leave his post in September, joining its technology partner in a C-suite capacity. Andrew Griffiioen is set to leave the company after overseeing its super business for more than four years, joining ...

Marex Group expands structured products to HNWIs

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
Marex Group received approval by ASIC to distribute structured investment solutions to wholesale clients under its existing foreign AFSL earlier this month, in a move to fill the structured product adoption gap in Australia. While the group is not new ...

Brighter Super names acting CIO

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... fund has named Hayley Powell to lead its superannuation and retirement advice division, while Craig Godfrey takes charge of IFA partnership and growth. Brendan Nerdal rounds out the new appointments as head of stakeholder and corporate relations.

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
... leadership positions. It has appointed Hayley Powell as head of superannuation and retirement advice, Craig Godfrey as head of IFA partnership and growth, and Brendan Nerdal as head of stakeholder and corporate relations. The new roles and subsequent ...

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
Fiducian Group's funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million. FUA grew 4% year on year from $4.8 billion across its Core, Auxilium and Badges ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
Ascalon Capital has strengthened its leadership team with the appointment of a chief executive and two new partners, including a founder of Zenith Investment Partners. Aubrey Roga joins as chief executive of the investment consulting and asset management ...

Netwealth chair to retire, successor appointed

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... one time a director of the Australian Centre for the Moving Image (ACMI), president of the International Fiscal Association (IFA Australia), formerly a member of the Tax Advisory Board of the University of Melbourne Law Faculty and a visiting Fellow ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...
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