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Showing 1 - 4 of 4 results for "NextGen Financial Group"

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... between, 23 July 2019 and 15 January 2020. During this time, he was a representative of the now-defunct Nextgen Financial Group, where he joined in September 2013 and left in September 2021. After that, he was licensed under We Are Gen Y for three months ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... and Beacon Financial Group, Endeavour Securities, and Investport. While licensed by Financiallink, now Nextgen Financial Group, Anderson advised clients of her practice, Beyond iWealth, to invest in the now defunct Invesport Income Opportunity Fund ...

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... Australian Financial Complaints Authority (AFCA) determination, which was then escalated to the Federal Court, NextGen Financial Group is now in the process of winding up. WJ & V Drakoulis Super, the trustees of the SMSF that sued NextGen for not paying ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... hasn't got a hope in hell." According to ASIC's Financial Adviser Register, Valvo was licensed by NextGen Financial Group at the time of the alleged conduct. In September 2021 he moved to We Are Gen Y before ceasing on 30 December 2021. Valvo's ...
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