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Showing 1 - 10 of 293 results for "Pty Ltd."

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA | MONDAY, 13 APR 2026

Former financial adviser Rhys Reilly has been banned from working in financial services for 10 years for "serious misconduct" in which he flogged the First Guardian Master Fund in return for conflicted remuneration. ASIC's investigation into Reilly ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI | TUESDAY, 31 MAR 2026

A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ...

Brisbane financial adviser appears in court on dishonesty charges

RIDDHIMA TALWANI | TUESDAY, 10 MAR 2026

Brisbane financial adviser Sunny Mahendra Prakash appeared in the city's Magistrates Court on March 6 to face multiple charges of dishonesty offences. Prakash is a director of Principal Financial Services, Self-Managed Super, Provest Enterprises, and ...

Cordis AM winds up only fund

ELIZA BAVIN | THURSDAY, 15 JAN 2026

Cordis Asset Management will close its only fund, the Cordis Global Medical Technology Fund, after more than four years in operation. Cordis chief executive Michael Cartmill told Financial Standard it was a "difficult but disciplined" decision that ...

Sequoia shares dive nearly 50%

KARREN VERGARA | TUESDAY, 25 NOV 2025

Sequoia Financial Group's share price has dived nearly 50% since the start of the year, compounded by ASIC's recent lawsuit against subsidiary InterPrac Financial Planning, which has wiped millions from its market cap. Sequoia's share price ...

Two financial services directors fined $15k over reporting failures

MATTHEW WAI | TUESDAY, 25 NOV 2025

Directors of Sheffield Insurance Pty Ltd (trading by the name of Sheffield Insurance Services), Phillip Bird and Daniel Holmes, have been convicted of two offences and fined $15,000 over failure to lodge financial statements and auditors' reports with ...

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON | THURSDAY, 13 NOV 2025

ASIC is taking Interprac Financial Planning to court over its failure to ensure representatives acted in clients' best interests. It's also been accused of lacking adequate risk management systems. The regulator said it was because of "critical ...

Touchstone closes flagship fund

KARREN VERGARA | TUESDAY, 3 JUN 2025

... statement to Financial Standard : "After consultation with the fund's investment manager Touchstone Asset Management Pty Ltd (Touchstone) and our own analysis of the fund, we are of the view that the fund's viability was in question due to low ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN | FRIDAY, 9 MAY 2025

Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs). A statement from Police NSW said ...

Queensland adviser banned for five years

MATTHEW WAI | MONDAY, 31 MAR 2025

... August 2025, control, whether alone or in concert with one or more other entities, each of Balanced Life Financial Group Pty Ltd (BLFG) and Balanced Life Wealth Strategies Pty Ltd (BLWS); and until 30 September 2025, perform any function involved in ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

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

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

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

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

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

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

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

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