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Showing 1 - 10 of 56 results for "Wealth Partners"

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... back to her community by empowering more women to take control of their financial futures." Additionally, Apt Wealth Partners Melbourne professional adviser Jakob Ayres has snatched the title of the FAAA Gen Next Rising Star of the Year, while the FAAA ...

Insignia snags TAL executives for new retirement solutions team

MATTHEW WAI  |  MONDAY, 4 NOV 2024
Insignia Financial is creating a new team to drive innovation in retirement solutions for its MLC brand, to be led by TAL Australia's chief commercial officer Andrew Howard. Howard has been appointed as executive director, strategy and innovation. His ...

TAL names retirement and wealth lead

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
TAL Australia has announced an in-house promotion to lead its team of product, investment and operational specialists. Shaun Bransdon has stepped into the role of general manager, retirement and wealth, a position that he will further develop and deliver ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Award. Capital Partners, Warr Hunt, and Alman Partners are up for FAAA Professional Practice of the Year. Apt Wealth Partners' Jakob Ayres, Bravium's Kirra Sharrock, and Verse Wealth's Simone Vasnaik are the finalists for the FAAA Gen Next Rising Star ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... since August 2019. According to the ASIC Financial Adviser Register, Abdalla was an authorised under Fortress Wealth Partners and My Money Co, both linked to AFSL Holdings Australia. He was a member of the Tax Practitioners Board and only held a Diploma ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves as the chief executive ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
New research from TAL has revealed the expectations of Australians approaching retirement versus the lived experience of retirees. The research, titled What I Wish I Knew About Retirement, surveyed 1000 Australians 55 and older and highlighted the important ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
One in nine Australians expect to have more than $250,000 in debt when they retire, a new study by AMP shows, however separate research from TAL suggests debt in retirement is of little concern. A study commissioned by AMP has found that fewer than ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... building it from no staff to 26 full-time. It busted me." Burridge is the chair of Treysta, a partner at Merchant Wealth Partners Australia, and director of Premier SMSF Solutions.

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... this year to date, Count Financial has appointed 51 new advisers. Prior to the WSC acquisition, in April, BWC Wealth Partners was the latest firm to join Count Financial's national advice community. Though, over the last year, other firms like Ebony ...
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