QUEENSLAND

Financial planning

ASIC has cancelled the AFSL of a Gold Coast advice firm, its tenth AFSL cancellation since the start of the year with the majority being advice firms....

Financial planning

ASIC has cancelled the AFSL of a Brisbane advice firm in order to protect the interest of potential consumers as it feared the firm would breach financial services laws. ...

Financial planning

Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....

Financial planning

Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....

People & Products

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...

Financial planning

A Queensland company falsely representing that it managed $6.9 billion for investors and was affiliated with the Financial Services Council has been penalised for false a...

Financial planning

A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services....

Financial planning

A University of Southern Queensland study has attempted to measure the progress made towards achieving recognised professional status within the Australian financial plan...

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Superannuation

Queensland workers are losing out on more than $1.1 billion a year due to the unpaid super, according to the Industry Super Australia....

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Superannuation

This has improved its advice services which comes at no extra cost to members and is accessible outside Brisbane’s normal business hours....

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Financial planning

A QSuper survey shows growing concerns for Queenslanders over the rising age of retirement, being able to fund it and increasing healthcare costs....

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People & Products

Integral Private Wealth will open a Queensland office, led by former Westpac adviser Marc Smith and joined by Patrick Duke....

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People & Products

National Australia Bank Financial Planning has today announced two appointments within its leadership team to manage NSW, QLD and the ACT....

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Superannuation

The ATO has found that there is almost $18 billion of lost super from over 6.3 million accounts....

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Financial planning

There will be little or no opportunity for redeployment of the 150 back office jobs within CBA that are to be cut, according to the FSU....

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adviser losses will be less severe in 2024, yes because there are next to none left. ...

2 days 2 hours ago
JOHN GILLIES

What does he do after three years???.He sits FEW EXAMS GETS THEM RIGHT ONCE and he can apply again promising to be a go...

3 days 21 hours ago
Ross Smith

I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...

3 days 21 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 3 weeks ago