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Showing 1 - 7 of 7 results for "Steve Brown"

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... advice, promising to audit Statements of Advice within a matter of seconds. Founded by Lane Cipriani in 2016 and led by Steve Brown as chief executive between 2019 and 2021, TIQK went into liquidation on March 6. In 2018, Practifi offered advisers access ...

Guardian launches wrap platform

PRESS RELEASE  |  WEDNESDAY, 16 JUN 2010
Guardian Financial Planning has launched Vantage Portfolio Solutions, a platform that gives investors, who have reached their super contribution limit, an alternative channel for their savings. The wrap platform is a white label version of Colonial ...

Aussies follow Brits pushing advice aside

COMPANY RELEASE  |  WEDNESDAY, 30 SEP 2009
Australians could be following the British path of brushing financial planning aside even though many people needed guidance in improving their financial situations, according to Guardian Financial Planning. Guardian executive manager Steve Browning ...

Intra-fund advice relief opens super funds to lawsuits

MICHELLE BALTAZAR  |  TUESDAY, 4 AUG 2009
Super funds run the risk of giving their fund members damaging financial advice if they don't address the "hidden traps" that come with the new intra-fund advice rules, warns a planning expert. Last month the federal government endorsed ASIC's decision ...

Don't confuse advice: Guardian

COMPANY RELEASE  |  WEDNESDAY, 15 JUL 2009
Guardian Financial Planning is asking the Government to steer clear of calling the trustee and member interaction 'advice' and clarify that the level of communication proposed is at best 'informed guidance' - not advice. The planning firm is also asking ...

New buy and sell site for adviser practices

Financial planners will now have access to a new website which offers the opportunity to buy and sell practices or find new employment. Practice Point will offer financial planning practitioners the opportunity to offer or seek partnerships, sell our ...

Asteron boosts its sales and marketing team to drive growth

Asteron, the financial services division of Promina, has made a number of senior appointments to boost its sales and marketing divisions, ultimately to drive growth going forward. Asteron's general manager of sales & marketing Peter Jowett said the ...
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