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Showing 1 - 10 of 247 results for "Mario"

MA Financial sees record gross inflows

RIDDHIMA TALWANI  |  THURSDAY, 23 OCT 2025
MA Financial has reported record inflows of $2.2 billion in the nine months to September, up 41% on the prior corresponding period. Assets under management (AUM) jumped 34% to $13.3 billion in Q3. Inflows continue to grow on strong investor interest ...

Former adviser back in Australia to face theft charges

JAMIE WILLIAMSON  |  MONDAY, 25 AUG 2025
A former financial adviser accused of stealing millions from clients will finally face court after being extradited back to Australia from New Zealand. Marion Pearson allegedly stole $4.1 million from 13 clients between January 2009 and October 2013. ...

Former Sydney adviser sentenced to three years

MATTHEW WAI  |  MONDAY, 19 MAY 2025
Former financial adviser David Mario Valvo, who doubled as a comedian, was sentenced to three years imprisonment. Valvo's sentence was handed down in Downing Centre District Court in February, but was suspended upon several conditions including that ...

Former adviser accused of theft loses lengthy extradition fight

JAMIE WILLIAMSON  |  FRIDAY, 16 MAY 2025
A former financial adviser now residing in New Zealand lost a bid to stop her from being extradited to Australia to face 136 charges related to the alleged theft of clients' retirement savings. Marion Joan Pearson, formerly based in Perth, is accused ...

Mine Super and TWUSUPER merger official

KARREN VERGARA  |  FRIDAY, 21 MAR 2025
... Matthew Licheri is the chief operating officer. In February, Sarah Forman joined as chief retirement officer from Aware Super. Mario Garrido took on the role of chief growth officer and Keith Wells-Jansz is now chief financial officer. Nair said in preparation ...

Team Super finalises leadership

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... an ex-Cbus Super chief financial officer has signed up for the top finance job. Reporting to chief executive Vasyl Nair, Mario Garrido has taken on the role of chief growth officer and Keith Wells-Jansz will become chief financial officer. Ahead of its ...

Barrenjoey, Scentre Group establish jointly managed fund

ELIZA BAVIN  |  FRIDAY, 21 JUN 2024
Barrenjoey Private Capital and Scentre Group have established a jointly managed fund to purchase a 50% stake in Adelaide's Westfield Tea Tree Plaza and the adjoining Tea Tree Plus for $308 million. CBRE head of retail capital markets - pacific, Simon ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... documents to access their superannuation accounts. The Downing Centre Local Court yesterday slapped the charges on David Mario Valvo while running his practice Your Financial Freedom. ASIC alleged that Valvo submitted adviser fee withdrawal forms for ...

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... director of NextGen. NextGen has a string of advisers that landed in hot water. Most recently, former NextGen adviser David Mario Valvo was banned from leaving the country and saw his assets frozen as ASIC investigates if he inappropriately charged clients' ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... from leaving the country as the regulator investigates fees charged to client superannuation accounts. Last month, David Mario Valvo of Sydney was ordered by the Federal Court to surrender his passport while his assets and those of his business, Your ...
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