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Showing 1 - 10 of 73 results for "Wealth Financial"

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... Tasmania. Mancell officially stepped away as an adviser and business owner on June 30. MFG has been acquired by Wealth Financial, also based in North-West Tasmania, in a deal that brings together two longstanding local practices with aligned philosophies ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
An adviser that ASIC said was experienced enough to know better than to advise clients to invest in Shield and First Guardian has been banned for five years. Shane Monte Silva failed to act in certain clients' best interests when he told them to switch ...

Annual ReCALIbrate recipients named

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... Insurers' (CALI) third annual ReCALIbrate program have been announced. The five beneficiaries are Whitsunday Wealth financial adviser Zoe Kennedy, Parachute Cover life insurance specialist Natalie Lackner, My Fortress Townsville financial adviser Alyssa ...

Super moves: PE exec quits Future Fund for ART

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Macquarie Bank, ANZ Bank/OnePath, and National Australia Bank/MLC. Most recently, he served as senior manager of wealth financial control at Macquarie Bank. "We're thrilled to welcome Sam back to Rest," said finance chief John O'Sullivan. "His ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
Helen Blackford, formerly chief executive of Insignia Financial's licensing and professional services businesses, will now lead Nestworth Financial Strategists. Blackford has been appointed chief executive of the group, which is backed by AZ NGA. ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory, and Adele Martin - Money Mentor director ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... deceive your clients into thinking that the money had been taken out of their accounts in error." Former Sentinel Wealth financial adviser Gavin Fineff met a similar fate, sentenced to nine years in prison after he defrauded 12 clients $3.36 million. ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
Commonwealth Bank's $1.2 billion bad advice remediation bill represented a small fraction of its whopping $10.2 billion profit, the full-year financial results show. The total customer remediation amounted to a huge $2.6 billion in the 2023 financial ...

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
... national practice manager. Before that, he was a senior financial adviser at Sydney-based advice firm, Hunter Wealth Financial Advisers. Gapps has also held senior positions at ANZ Wealth, BT Financial Group, and the Commonwealth Bank. Fortnum's group ...
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