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Showing 1 - 10 of 3934 results for "financial planning"

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... with Teaminvest Private Group (TIP) to launch the Succession Lending Fund. It also took a 20% stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. Melican provides accounting, mortgage broking, SMSF, and financial advice ...

ASIC bans adviser fraudster found with child abuse material

ANDREW MCKEAN  |  WEDNESDAY, 29 JAN 2025
... material. Cubilla, who was recently an authorised representative of Havana Financial Services and before that, AMP Financial Planning, is barred from working in or controlling a financial services business. He's also unable to engage in credit activities ...

Chalmers' claims on super tax are 'misleading': SMSFA

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
... imposed upon the realisation of a capital gain. "The abrupt and severe nature of these demands can disrupt financial planning across various sectors, placing undue strain on individuals and businesses unprepared for such drastic measures."

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... Wealth and Personal Financial Services, as well as the recently transitioned AMP licensees. These include AMP Financial Planning, Charter Financial Planning, Hillross, and Jigsaw Advice Solutions. In all, it has about 1300 financial advisers on its books. ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... appointed a new chief executive. Jim DeCarlo has stepped into the role at the firm, which specialises in strategic financial planning, bespoke portfolio management, and family office services. DeCarlo has over three decades of experience working globally ...

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
... Arthur J. Gallagher's direction moving forward. Details of the transaction were not disclosed. WMP is a financial planning firm specialising in retirement plan risk management for individuals and corporate clients, and the acquisition will further ...

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... regularly offering insurance advice, which highlights the ongoing decline in the relevance of insurance within financial planning. The industry is grappling with this shift, as well as the growing divide between direct and advised insurance, Ramrakha ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... Resolution Life Australasia will be combined, creating a new company to be known as Acenda. Three universities ditch financial planning courses (December 13) Three major universities have pulled the plug on their financial planning courses due to the ...
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