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Showing 1 - 10 of 58 results for "Wollongong"

Active ETFs are reshaping portfolio construction: J.P. Morgan

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
... flexible portfolios, as demand for active strategies accelerates globally. Speaking at the Advisers Big Day Out in Wollongong, JPMAM ETF specialist Stefania Vivarini said advisers now have access to a much broader range of investment solutions than was ...

Retirement portfolios need a new playbook: Real Asset Management

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
... market volatility, inflation and longevity risks reshape retirement planning. Speaking at the Advisers Big Day Out in Wollongong, Real Asset Management distribution director Rhys Leitch said the investment environment had changed materially, requiring ...

BlackRock urgers broader diversification

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
... and structural economic shifts require more dynamic portfolio construction. Speaking at the Advisers Big Day Out in Wollongong, BlackRock model portfolio solutions lead Tatiana Bernard said investors should distinguish between short-term market volatility ...

Advisers should rethink portfolio construction: La Trobe

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
... changing market dynamics require greater focus on real assets and private credit. Speaking at Advisers Big Day Out in Wollongong, La Trobe Financial director of wealth solutions Michael Watson said investors should avoid relying on strategies that have ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... in assets under advice. Sydney Financial Planning also trades under Illawarra Financial Planning with an office in Wollongong, providing AZ NGA with an opportunity to increase its presence in the region. AZ NGA chief executive Paul Barett said that Sydney ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... redirected $14.8 million in client and family funds into a crypto scam has been banned for 10 years. Glenda Rogan of Wollongong and Sutherland Shire allegedly transferred at least $14.8 million of funds invested by clients, family and friends to a cryptocurrency-based ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... specifically focused on financial advice. In December, Financial Standard reported that major institutions - the University of Wollongong, Queensland University of Technology, and University of Tasmania - were ditching their approved financial advice ...

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... lack of student interest in a major blow for the profession as it struggles to attract new entrants. The University of Wollongong, Queensland University of Technology, and University of Tasmania in recent weeks flagged they will cease offering their ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... lack of student interest in a major blow for the profession as it struggles to attract new entrants. The University of Wollongong, Queensland University of Technology, and University of Tasmania in recent weeks flagged they will cease offering their ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... Planning's Nathan Purnell has won the latest Gwen Fletcher Memorial Award. Purnell, a financial adviser at the Wollongong-based firm, won the nod for the first semester of 2024. Purnell has been with SWA since February 2017 and appointed a financial ...
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