MYSTATE

People & Products

Brett Morgan will succeed Melos Sulicich as chief executive and managing director, with a fixed remuneration of over $600,000 a year....

People & Products

MyState’s chief executive, Melos Sulicich, was asked by the board to delay his move back to Sydney given current uncertainty in the market. ...

Financial planning

MyState Limited has announced that its wealth business, Tasmanian Perpetual Trustees Limited, will be rebranded to TPT Wealth Limited....

People & Products

Gary Dickson has been appointed interim chief financial officer by MyState, effective from 19 October....

People & Products

Banking and wealth management group MyState Limited has appointed Vaughn Richtor as a non-executive director, effective from 1 September 2019....

Funds management

Fiducian Group has announced it has acquired MyState’s retail financial planning business in Tasmania for $3.5 million....

People & Products

MyState Limited has appointed Jukka Viljanmaa to its trustee and wealth management arm, Tasmanian Perpetual Trustees (TPT), as senior manager, investment....

Policy & Regulation

The Australian Securities and Investments Commission has permanently banned three Sydney-based mortgage brokers from engaging in credit activities. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 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 5 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 1 day ago

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

2 days 16 hours ago