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Financial planning
Calder Wealth Management (CWM) has acquired a Melbourne-based financial planning business to strengthen its Victorian footprint....
Financial planning
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
Financial planning
Former financial adviser Bradley Grimm has lost his appeal to have his sentence overturned in the Supreme Court of Victoria after judges ruled the conditions were “lenien...
Financial planning
Stantins Financial Services, a Melbourne-based wealth management and consulting firm, has moved under AMP’s AFSL to help drive growth in the business....
Financial planning
A former Melbourne financial planner, Bradley Grimm, has been sentenced for dishonest conduct regarding the transfer of self-managed super fund assets....
Financial planning
The Australian Wealth Advisors Group has made its first equity partnership scheme investment into a Victorian financial planning firm as it forecasts multiple deals ahead...
Financial planning
As the financial year comes to a close, ASIC has suspended the AFSL of a Melbourne financial services firm following an investigation by the regulator....
Financial planning
O’Brien Accountants & Advisors, an equity partner firm of advice licensee Count, has acquired an accounting client book for $2.1 million to expand its Melbourne client ba...
Funds management
ASIC has suspended the AFS licence of a Melbourne fund manager responsible for six managed investment schemes....
Financial planning
A former Melbourne wealth director could face imprisonment after allegedly running five companies despite being ordered by the Federal Court to not carry on a financial s...
Financial planning
Servicing younger clients focused on accumulating wealth, who are often turned away by other advisers, is an integral part of new Melbourne financial advice practice Bold...
Financial planning
Court documents have revealed how former Melbourne adviser, Terence Nugara, was able to steal $10 million from his clients by promising returns as high as 98 per cent fro...
Financial planning
A former financial adviser who pled guilty to stealing $10 million from his clients to spend on boats and helicopters has been sentenced in a Melbourne court, with the ju...
Financial planning
Melbourne adviser, Tim Townsend, has launched his own financial advisory community called WealthLeaders eXchange to empower advisers and raise the bar of best practice....
SMSF
A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct regarding SMSFs while running a financial services business. ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...