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Showing 1 - 10 of 131 results for "risk advice"

CALI calls for government to help fund CSLR

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... are expected to expense a whopping $4000 in levies in the upcoming financial year. The situation is rather dire for risk advice due to the lack of new entrants into the niche sector, with only some 185 risk specialists currently available in Australia. ...

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
... said. It will also enable the advice group to offer enhanced financial planning, accounting, lending and personal risk advice under a single multidisciplinary model. Infinity Financial Consultants group managing director Tim Benson said the partnership ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI  |  WEDNESDAY, 19 NOV 2025
The challenges around risk advice have forced many advisers to abandon the sector. With greater complexity and a dwindling number of specialists, experts fear the risk market may cease to exist, the FAAA Congress 2025 has heard. There are currently ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
... the number of risk specialists is shrinking so we're exploring every opportunity to improve access to quality risk advice. There is a huge market to serve but we can't do it alone and we're better together than working in isolation." Meantime ...

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
... Blue was the only business we engaged with that showed a genuine focus and deep appreciation for the importance of risk advice, which was a key factor in our decision to join forces," Lambert said. "They truly recognise the under-insurance challenges ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and risk advice, and has four advisers, eight support staff and around 600 clients. AZ NGA said alongside Heyer, StrategyOne has an impressive ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... JBWere with 163, and Shaw & Partners with 127. Morgans Financial also has the highest number of advisers who provide risk advice at 182. The largest managed discretionary account (MDA) services advice businesses based on adviser headcount are Shaw & ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... that it provides opportunities for more women to participate, CALI chief executive Christine Cupitt said. "Women in risk advice are essential role models in our industry. They give customers the option to talk to someone who is like them and who understands ...

MLC Life appoints two C-suite executives

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... experience and expertise join the executive team at such an important time." Meanwhile, McGovern brings over two decades of risk advice and management to her new role. Before joining the company in 2022, she was the group executive for risk and governance ...

RI Toowoomba eyes regional market

KARREN VERGARA  |  WEDNESDAY, 21 AUG 2024
RI Toowoomba has acquired a risk advice business as it flags bold ambitions to acquire four more regional practices before the end of the year. RI Toowoomba, which is part of the AZ NGA stable, has recently taken over Lifecover Australia, a risk-only ...
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