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Showing 1 - 10 of 25 results for "Wealthtrac"

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON | FRIDAY, 6 FEB 2026

... banned by ASIC. Valvo was convicted last year of engaging in dishonest conduct after he stole $110,000 from clients' Wealthtrac superannuation accounts under the guise of adviser fee forms that authorised the withdrawal. These withdrawals were not ...

Former Sydney adviser sentenced to three years

MATTHEW WAI | MONDAY, 19 MAY 2025

... identified that Valvo submitted ad hoc adviser fee forms for 12 clients which purported to authorise withdrawals from their Wealthtrac superannuation accounts. ASIC said Valvo had created fictitious client file notes allegedly detailing conversations ...

New mandate boosts JANA's wealth division

MATTHEW WAI | WEDNESDAY, 14 AUG 2024

... including model management. The announcement follows the recent mandate from separately managed accounts (SMA) aggregator Wealthtrac. The industry is observing an increased demand for tailored SMA offerings for private wealth and advisory firms on the ...

JANA wins investment consulting mandate

ANDREW MCKEAN | WEDNESDAY, 24 JUL 2024

... has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs, which are available through ...

Former adviser slapped with 12 charges

KARREN VERGARA | WEDNESDAY, 3 APR 2024

... practice Your Financial Freedom. ASIC alleged that Valvo submitted adviser fee withdrawal forms for 12 of his clients' Wealthtrac superannuation accounts for amounts totalling about $110,000, knowing that the forms were not genuine between, 23 July ...

Platform business in administration

KANIKA SOOD | THURSDAY, 13 AUG 2020

... management had already undertaken much of this work as part of the unwinding of operations as a result of the sale of Wealthtrac to its original founders," Damien Hodgkinson of Olvera said. "We want to create as little disruption as possible, as we enter ...

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA | MONDAY, 3 JUN 2019

... and a chief product officer from BT Financial Group. Spitfire completed the acquisition of platform and wrap provider Wealthtrac, which is used by over 6000 advisers and clients, for an undisclosed figure. It has two wrap products: the Wealthtrac Superannuation ...

Manage super on the go with new Wealthtrac app

MARK SMITH | TUESDAY, 28 OCT 2014

Platform and wrap provider Wealthtrac has launched a new app for its wrap product that allows members to monitor their super on their mobile device. Wealthtrac chief executive Matt Johnson said the app recognised the shift occurring in the delivery ...

ATO doing a good job on SMSFs: Cooper

JAMES FERNYHOUGH | FRIDAY, 21 FEB 2014

... that there were some who should not be in self-managed funds, he said the bulk fall into the former category. However, Wealthtrac managing director Matt Johnson said the ATO was not the best regulator for the job. "Would it be beneficial to have a regulator ...

REI Super launches a new app

HARRY PAGE | THURSDAY, 16 JAN 2014

... service and support, which now includes mobile access," Smith added. REI Super's new app follows the recent release of Wealthtrac's SMSF smartphone app.

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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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