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Showing 1 - 10 of 157 results for "QLD"

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... operates Clime Private Wealth (CPW) and MTIS Wealth Management (MTIS). The transaction does not include Clime Private Wealth (QLD), which is 50% owned by Clime. Clime said it will retain its individually managed accounts (IMA) offering but will provide ...

AFM, PGIM announce exit from Qld retirement village developer

MATTHEW WAI  |  WEDNESDAY, 4 MAR 2026
Having first invested over $70 million in retirement village operator Aura in 2024, both Assembly Funds Management (AFM) and PGIM have agreed an early exit from their positions. AFM invested in Aura via its Real Estate Private Equity series and will ...

ASIC cancels AFSL of Qld securities dealer

MATTHEW WAI  |  MONDAY, 16 FEB 2026
ASIC has cancelled the Australian financial services licence (AFSL) of Pulse Markets, a wholly owned subsidiary of BIR Financial, for providing incompetent financial services, including inadequate supervision of its corporate authorised representatives ...

Sovereign funds, instos raise $217m for Qld space tech developer

MATTHEW WAI  |  WEDNESDAY, 21 JAN 2026
A group of institutional investors, including various super funds, and the National Reconstruction Fund Corporation (NRFC), Australia's sovereign investor in manufacturing capability, have formed a conglomerate to raise more than $217 million for ...

ASIC accuses ALAMMC Group directors of contempt

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
... question include ALAMMC Developments; SDAMF, Mortgage Mutual Fund, Harvey Madison Capital, Coral Coast Mutual Fund, Island Resort Qld and Adapted Living Corp, which are all in liquidation. ASIC has filed an application seeking leave to commence contempt ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... Clime acquired an additional 20% interest in James Street Wealth to own 50% of it. James Street Wealth, which trades as Clime QLD, provides retail financial advice and targeted solutions to private clients, family offices and not-for-profit entities. ...

QIC backs first-of-its-kind battery supply chain in Qld

ANGELIQUE MINAS  |  FRIDAY, 12 SEP 2025
QIC, by way of a senior secured loan facility, has invested $10 million in Vecco group on a critical minerals project. In partnership with industrial heavyweight Idemitsu Australia, the funding will progress the fully integrated mining and processing ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees ...

Superannuation fraudster sentenced to prison

ELIZA BAVIN  |  MONDAY, 11 AUG 2025
... contrary to section 408C(1)(a)(i), (2)(d) and one count of fraud contrary to section 408C(1)(a)(i), (2A) of the of Criminal Code (Qld). Steele was sentenced to eight years for one count of fraud and four years for the remaining three counts of fraud ...

Adviser receives permanent ban over 'dishonest' conduct

MATTHEW WAI  |  TUESDAY, 8 JUL 2025
... Further until August 2024, King was a director of Wealth Effect Advisory, King Financial Group (NSW), King Financial Group (QLD) and King Financial Group VIC (collectively known as the King Financial Group). Following its investigation, ASIC found that ...
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