CENTREPOINT ALLIANCE

People & Products

Centrepoint Alliance announces changes to its board following retirement of John O’Shaughnessy....

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Financial planning

Centrepoint Alliance has announced the formation of a group of advice firms known as Partners’ Circle....

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People & Products

Financial advice provider First Advice Solutions had won Centrepoint Alliance’s national award for best new advice practice....

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People & Products

Centrepoint and Moneysoft partner to deliver money management and cashflow platform....

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Financial planning

Centrepoint’s managing director and CEO, John de Zwart has resigned to spend time with family and friends....

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Features

Now is the best time for advisers and advice businesses to take control of current opportunities to grow the profession and the industry, John de Zwart writes....

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News

Centrepoint Alliance has posted strong results of the back of increased planner numbers and solid funds under management....

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Financial planning

Non-aligned group, Centrepoint Alliance, has rebranded under one umbrella and website, and will run as a single brand with four sub-brands....

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Funds management

Centrepoint Alliance believes it is on the right track despite a result which reflects the pain of transitioning to fee for service....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago