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Showing 1 - 10 of 29 results for %22Beacon Financial Group%22

Court fines Linchpin, Endeavour directors

KARREN VERGARA  |  THURSDAY, 11 JAN 2024
... totalling $130,000 while Raftery took a $40,000 loan. The money was also used to make loans to then-subsidiary Beacon Financial Group. All four were banned from providing financial services for five years in November 2019. On January 10, Judge Cheeseman ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... Anderson was a financial adviser licensed by Financiallink Group, a company with ties to Linchpin Capital and Beacon Financial Group, Endeavour Securities, and Investport. While licensed by Financiallink, now Nextgen Financial Group, Anderson advised ...

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... NextGen was known as The FinancialLink Group and has recently rebranded. It was also previously owned by Beacon Financial Group. At the end of FY22 the dealer group had as many as 65 advisers. In the first week of September, only 20 remained. Peter Daly ...

New Quantum reveals Nasdaq listing plans

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... of New Quantum at $1.1 billion, following its acquisition of a majority interest in Morrison Securities from Sequoia Financial Group in June. "New Quantum's technology and platform have the potential to revolutionise the financial services industry by ...

Linchpin, Endeavour directors found guilty

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2023
... November 2019. Much of the money was allegedly used by Linchpin to make loans to itself and then-subsidiary Beacon Financial Group. Daly received loans totalling about $130,000, while Raftery took $40,000 on loan. Daly's was initially for $20,000 ...

Morrison Securities stake to net Sequoia $40m

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2023
Sequoia Financial Group is offloading 80% of Morrison Securities to a digital wealth platform for $40.5 million. The listed wealth group is divesting 80% of its equity interest in the stockbroker to New Quantum Holdings, leaving Sequoia's balance sheet ...

The sick short: Banking big on the coronavirus

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... US problem. The Apple downgrade overnight brought it home, in a major way, to the US. Their tech monolith, the shining beacon of growth, is taking a hit." He believes investors would have bet on an Apple downgrade. "It's fairly well known that the ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... off. Rothnie is a former authorised representative of GPS Wealth and has also previously been licensed by Beacon Financial Group subsidiary The FinancialLink Group. According to the Tax Practitioners Board website, he is a member of the Association of ...

Adviser cops three-year ban

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... adviser in 2012 and worked for a number of licensees, including Spring Financial Group for three months and Beacon Financial Group for two months. He spent the longest stretch of his advice career at Sentinel Private Wealth, for about four years. ASIC's ...

Former Beacon adviser banned

KANIKA SOOD  |  FRIDAY, 24 MAY 2019
A former Beacon Financial Group financial adviser was handed a permanent ban by ASIC. Phillip Emidio Bruni first provided advice in 2004 and worked at The FinancialLink Group for about two years ending 2017, ASIC's Financial Adviser Register shows. ...
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