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Showing 1 - 10 of 127 results for "Newcastle"

Count expands national advice footprint with $72m takeover

MATTHEW WAI | WEDNESDAY, 1 APR 2026

... Oracle will continue to operate as usual throughout the transition period. Established in 1986 and headquartered in Newcastle, NSW, Oracle is currently home to 22 financial advisers and manages approximately $0.8 billion in funds under management (FUM) ...

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI | FRIDAY, 28 NOV 2025

ASIC has suspended the AFSL of Focused Financial Advice (FFA) until December 19, which has operated for more than two years without a key person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement ...

Crown Wealth director banned for two years

KARREN VERGARA | THURSDAY, 30 OCT 2025

... director of Crown Wealth Group, was officially banned on October 23 for two years. ASIC believes Rodwell, who hails from Newcastle, is not adequately trained or competent to perform functions in, or control, a financial services business after failing ...

Australia can lead energy transition, climate investing: Panel

KARREN VERGARA | THURSDAY, 27 MAR 2025

... Australia must first deal with its "dirty laundry in the coal and gas sector". "We host the world's largest coal port in Newcastle - 95% of its exports are coal. We have a huge problem with fugitive emissions in this state, and we need a lot of technology ...

Active Super, Vision Super finally sign transfer deed

JAMIE WILLIAMSON | THURSDAY, 16 MAY 2024

... the preeminent traditional local government fund in Australia." Active Super said its presence in regional hubs like Newcastle, Wollongong, Ballina, Wagga Wagga and Orange will remain, along with offices in Melbourne and regional Victoria. For his part ...

Two Brisbane advice firms merge

KARREN VERGARA | WEDNESDAY, 17 APR 2024

... good career paths for the younger generation is a key part of that," he said. EWM has offices in Sydney, Central Coast, Newcastle, and Brisbane, and provides holistic goals-based advice.

Former AMP adviser banned by ASIC

ANDREW MCKEAN | THURSDAY, 14 DEC 2023

ASIC has prohibited former AMP Financial Planning (AMPFP) adviser Darron Mink from providing financial services or engaging in credit activities for five years. Mink, who was also the sole director of Newcastle's Pinnacle Financial and Investment ...

Coastal Advice Group expands reach

CHLOE WALKER | WEDNESDAY, 6 DEC 2023

The Newcastle-based group has acquired RI Brighton and Wealth for Life Financial Planning as part of its strategy to become one of the leading financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will ...

Uniseed partners with major Aussie universities

CASSANDRA BALDINI | WEDNESDAY, 15 NOV 2023

... research partners in the fund. Monash University has joined Uniseed as its full partner, along with the University of Newcastle, University of Technology Sydney, Western Sydney University, and Macquarie University. Under the agreement, Monash University ...

Prosperity merges with accounting firm

KARREN VERGARA | WEDNESDAY, 1 NOV 2023

... multi-disciplinary, accountancy, wealth management and business advisory firm." The merged entity now has offices in Brisbane, Newcastle, and Sydney. It has 180 staff members nationwide, with 40 located in Brisbane. "Like P+Y, Prosperity is committed ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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