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Showing 1 - 4 of 4 results for "MyPlanner Australia"

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... paid to Dixon Advisory and Superannuation Services clients. This is followed by 61 claims paid to clients of MyPlanner Australia totalling $1.8 million. MyPlanner went bust in 2020. The third highest number of claims were paid to clients of APC Securities ...

Dealer group AFSL in limbo

ALLY SELBY  |  THURSDAY, 23 APR 2020
... conditions on MyPlanner Professional's AFS licence in December 2017 after it purchased the advice business of MyPlanner Australia. Initially in 2017, ASIC found that MyPlanner was giving poor financial advice to its clients and did not adequately ...

ASIC cancels slew of AFSLs

JAMIE WILLIAMSON  |  FRIDAY, 3 APR 2020
... MyPlanner. The regulator has cancelled the Australian financial services licence of the licensee formerly known as MyPlanner Australia. The Gold Coast-based licensee transitioned its financial advice business to MyPlanner Professional Services in February ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... capabilities, but also our unique individual managed account service, as witnessed in our growing relationship with MyPlanner Australia." In addition to Kirk's appointment, Implemented Portfolios managing director Santi Burridge has taken on the more ...
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