LIBERTAS FINANCIAL PLANNING

Financial planning

Libertas Financial Planning saw its AFSL cancelled this month after the CSLR paid out compensation to a victim; details have been shared on the firm’s mistakes that led t...

Financial planning

ASIC has cancelled the AFSL of a former national financial advice business after the CSLR was required to pay compensation for the firm’s actions....

Financial planning

Former dealer group Libertas Financial Planning has given notice to AFCA to cease membership of the body’s external dispute resolution scheme, meaning victims will no lon...

Financial planning

The financial advice dealer group is in the process of liquidation and deregistration, Sequoia has confirmed, as the parent company seeks to achieve operational and cost ...

Financial planning

Publicly-listed financial services group, Sequoia may have just acquired Libertas Financial Planning but it is ready to offload businesses that don’t meet its return on e...

Financial planning

Sequoia Financial Group has announced the acquisition of national licensee Libertas Financial Planning....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 22 hours ago