POWERED BY MOMENTUM MEDIA
QUEENSLAND
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...
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....
Superannuation
This has improved its advice services which comes at no extra cost to members and is accessible outside Brisbane’s normal business hours....
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....
People & Products
Integral Private Wealth will open a Queensland office, led by former Westpac adviser Marc Smith and joined by Patrick Duke....
People & Products
National Australia Bank Financial Planning has today announced two appointments within its leadership team to manage NSW, QLD and the ACT....
Superannuation
The ATO has found that there is almost $18 billion of lost super from over 6.3 million accounts....
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....
Financial planning
ASIC has permanently banned a former Anne Street Partners Queensland financial planner from providing financial services for dishonest conduct....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...