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Showing 1 - 8 of 8 results for "Libertas Financial Planning"

Former adviser sentenced over dishonesty

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... conduct occurred between August and October 2017. At the time, he was an authorised representative of Libertas Financial Planning. Nesseim was accused of providing three forged wholesale client certificates to ASIC "in an attempt to influence and ASIC ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
A former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, pleaded guilty to five criminal offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly ...

Former adviser charged over fabricated information

JAMIE WILLIAMSON  |  FRIDAY, 5 MAR 2021
The former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, was charged with 16 offences related to fabricating evidence with hopes ASIC would stop looking into him. Ezzat Daniel Nesseim ...

Sequoia acquires dealer group

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2019
... acquired a national dealer group, home to 68 authorised representatives. Sequoia acquired Sydney-based Libertas Financial Planning, a national licensee with 68 authorized representatives as at August 1, 60 of which are active financial advisers. Under ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...

Libertas launches licensing to attract SMSF specialists

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
Libertas Financial Planning has launched an accountants' licensing package in the hope of attracting experienced SMSF accounting specialists to the network. The package includes customised software that will guide the adviser through the compliance ...

A sobering lesson from a social move gone wrong

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... by the Treasury and industry representatives. Howarth's status as an authorised representative of Libertas Financial Planning was revoked earlier this week and managing director Mark Euvrard expressed surprise at the adviser's aggressive rant on Twitter. ...

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ...
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